The Story
01
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.
How to Get Started
02
⚡
First Steps
- 1 Open the Claude sidebar inside Excel
- 2 Tell it exactly what you want done
- 3 Let Claude get to work, and keep an eye on the result
What Claude Does for You
03
✓
Capabilities
- Makes real-time edits to your file
- Organizes your tables beautifully
- Generates ready-made bar graphs for you
A Question Worth Asking
04
!
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.
Best Prompts
05
⚡
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.
Golden Tip
06
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 ↓