ChatGPT Made Easy - Work Smarter in Excel with AI Guidance

Overview:

Option 1 - Practical ChatGPT and Excel Productivity Focus: This 90-minute session gives Excel users a practical, accessible introduction to ChatGPT and how it can support real spreadsheet work from day one.

Ray covers what ChatGPT is, how it works, and what its options, costs, knowledge limits and terms of use mean in practice.

You explore the screen layout, customisation features, voice conversations and Agent Mode - including a live voice demonstration and a clear explanation of how Agent Mode handles multi-step tasks.

Applied examples show how to create spreadsheets using Excel functions, upload and analyse your own Excel files, download the results and generate charts from uploaded data.

You also work through four practical Excel functions - TRIM, CONCATENATE, FV and IF - with ChatGPT guidance, plus a structured method for documenting your best prompts and responses for ongoing reuse.

Key Benefits:

• Understand ChatGPT from basics through to voice and Agent Mode in one practical session
• Use ChatGPT to create spreadsheets, upload files, generate charts and apply Excel functions
• Leave with a personal documentation method for reusing and refining your best ChatGPT outputs

Option 2 - AI Capability and Excel Application Focus: This session is designed for Excel users who want a clear, grounded introduction to ChatGPT and how to apply it effectively in everyday spreadsheet tasks.

You gain a solid understanding of the ChatGPT interface, plan options, customisation and knowledge constraints, then move into voice conversations and a practical demonstration of Agent Mode.

Worked examples show how ChatGPT supports spreadsheet creation, file upload and analysis, chart generation from uploaded data, and four Excel functions: TRIM, CONCATENATE, FV and IF.

A documentation workflow shows how to record and store your most useful ChatGPT prompts and responses in a referenced personal document for consistent, repeatable results.

Key Benefits:

• Build a practical understanding of ChatGPT options, voice, Agent Mode and Excel application
• Apply ChatGPT to file uploads, chart creation, spreadsheet generation and Excel function support
• Develop a documentation habit that makes your strongest ChatGPT responses easy to find and reuse

Option 3 - From ChatGPT Basics to Agent Mode and Excel Tasks Focus: This masterclass gives Excel users a complete working introduction to ChatGPT - covering how it works, what it costs, how to use its voice feature and what Agent Mode means for task handling.

You work through the ChatGPT screen, its customisation options and knowledge base, then apply that understanding to practical Excel tasks including spreadsheet creation, file upload and analysis, chart generation and function support.

Excel functions covered include TRIM, CONCATENATE, FV and IF, each explored through ChatGPT-guided examples that show how AI assistance and direct formula knowledge work together.

A personal prompt documentation method shows how to capture and organise high-value responses so your most effective ChatGPT work is never lost and can be refined over time.

Key Benefits:

• Understand ChatGPT fully - from interface and options through to voice and Agent Mode
• Apply ChatGPT practically across Excel functions, file uploads, chart creation and spreadsheet work
• Build a reusable prompt library and documentation discipline for stronger long-term results

Why you should Attend:

• Understand what ChatGPT is, how it works and how it fits into everyday Excel-based tasks
• Explore the ChatGPT screen, plans, customisation options and knowledge constraints in plain terms
• Experience a live voice conversation with ChatGPT and see how it responds in real time
• Understand Agent Mode and how it can handle multi-step tasks without constant manual input
• Use ChatGPT to create spreadsheets, upload Excel files and generate charts from your own data
• Apply ChatGPT support to practical Excel functions including TRIM, CONCATENATE, FV and IF
• Learn how to document your best ChatGPT prompts and responses for reuse and refinement
• Leave with a practical, repeatable method for combining ChatGPT with your everyday Excel work

Areas Covered in Session:

• ChatGPT Explained - what ChatGPT is, how it works and how it can support your everyday Excel tasks in practice
• Uses and Examples - real-world examples showing how professionals are already applying ChatGPT to workplace tasks
• ChatGPT Screen - navigating the interface, understanding the layout and identifying the key areas relevant to your work
• ChatGPT Options, Costs, Knowledge Base and Terms of Use — understanding plans, limitations, knowledge constraints and key terms of use
• Options and Customisation - using settings and customisation features to improve relevance, consistency and usability
• Voice Conversations with ChatGPT - Live! - using ChatGPT’s voice feature to ask questions and receive responses in a live conversational format
• Presenting Effective Questions to ChatGPT - framing clear, specific prompts that consistently produce more accurate and useful results
• How to Document Your Next Question and ChatGPT Response - building a structured record of prompts and outputs for reuse, refinement and reference
• Agent Mode Demystified - understanding what Agent Mode is, how it works and how it can handle multi-step tasks on your behalf
• Get ChatGPT to Create a Spreadsheet Incorporating Your Chosen Function - generating practical spreadsheet structures built around Excel functions relevant to your work
• Upload an Excel File for Analysis in ChatGPT - using your own workbook data to speed up interpretation, insight generation and decision support
• Download Analysed Files from ChatGPT - reviewing, saving and reusing analysed outputs from ChatGPT in your Excel workflow
• Get ChatGPT to Create Charts from Your Uploaded Data - turning uploaded Excel data into clear visual summaries and charts for reporting and analysis
• TRIM - removing extra spaces from text to improve data quality and consistency across your spreadsheet
• CONCATENATE - joining text values from separate cells to combine fields and create reusable output strings
• FV - calculating future value for finance planning, savings projections and investment-related formulas
• IF - returning one value if a condition is TRUE and another if FALSE for flexible, decision-based formulas
• NOTE: Topic sequence may be subject to slight variation

Who Will Benefit:

• This webinar is designed for Excel users at any level who want a clear, practical introduction to ChatGPT and how to apply it in real spreadsheet tasks - from basic prompting and file uploads through to voice conversations, Agent Mode and Excel function support
• Office professionals, administrators, analysts, coordinators, business owners and anyone who uses Excel regularly and wants to start using ChatGPT more confidently and productively will benefit directly from the demonstrations and techniques covered in this session