◈ The Complete Practical Guide

Claude Is Now Inside Excel — And It's Going to Save You a Ridiculous Amount of Time

If you work in a corporate environment, this is the easiest practical AI use case you'll ever see. Here's how to use it right.

3 Core features
1 Step to get started
0 Coding experience required

If you work in a corporate environment, your job just got a whole lot easier. You can now integrate Claude directly with Excel. And if you're always asking for practical AI use cases, this is definitely one of them.

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First Steps
  1. 1 Open the Claude sidebar inside Excel
  2. 2 Tell it exactly what you want done
  3. 3 Let Claude get to work, and keep an eye on the result
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Capabilities
  • Makes real-time edits to your file
  • Organizes your tables beautifully
  • Generates ready-made bar graphs for you
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Food for Thought

I honestly don't get how any team is still using Excel today without Claude alongside it! It'll save you a ridiculous amount of time.

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Ready-Made Prompts — Copy and Use Them Right Away
Organize the table
Organize this table for me: give the columns clear names, sort the rows in descending order by the [column name] column, and delete any empty or duplicate rows.
Analyze the numbers
Analyze the data in the [column name] column for me: give me the total, the average, the highest and lowest values, and any important observations that stand out in the numbers.
Create a chart
Create a Bar Chart comparing [column 1] vs [column 2]. Keep it clear, use a different color for each category, and add a suitable title to the chart.
Clean the data
Clean up this file for me: fix any spelling mistakes in the [column name] column, convert all dates to a single DD/MM/YYYY format, and remove any extra spaces at the start or end of the text.
Executive summary
Write an executive summary of this file in 5 key points, in plain English. Focus on the most important numbers and results a manager would care about, and keep each point to two lines max.
Compare and find gaps
Compare [first period] and [second period] in the [column name] column. Show me where things improved and where they declined, and suggest two likely reasons for any major gap.
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TIP

To get the most out of this integration, I've put together a full guide with the best prompts for pulling the strongest results. Comment the word "excel" and I'll DM you the guide right away!

Comment "excel" below ↓