Claude & Excel - Introductory AI & Spreadsheet Skills Made Easy

Overview:

Option 1 - AI and Excel Foundations Focus: This 90-minute session gives you a practical, structured introduction to Claude and a set of immediately useful Excel skills, delivered together in one hands-on webinar.

You begin by understanding what Claude is, how it works, what the free and paid plans offer, and what copyright and disclaimer considerations apply when using AI in a professional context.

You also explore the knowledge timeframe, voice input and output, and how to register, log in and navigate the Claude interface with confidence.

From there, you work through how to present effective questions, document your prompts and responses in a fully referenced template, and apply a range of Excel techniques including sorting, table design, counting functions, charting non-adjacent data, adding a secondary axis, protecting workbooks and cells, changing text case and calculating age from a date list.

Every topic is demonstrated live so you can follow along and apply what you learn immediately.

Key Benefits:

• Understand Claude from the ground up - plans, costs, copyright, voice and practical use
• Build Excel skills across sorting, charting, protection, text functions and date calculations
• Leave with a documented prompt template you can reuse and refine in your own work

Option 2 - Practical AI Skills and Spreadsheet Productivity Focus: This session is designed for professionals who are new to Claude and want to build genuine, usable skills across both AI interaction and Excel in a single practical webinar.

You cover the essentials of Claude - what it is, how to register, the cost and plan options, knowledge limits, copyright awareness, disclaimer acceptance and voice capabilities - so you understand the tool before you rely on it.

You then move into applied Excel work covering proper table design, sorting by rows and columns, counting data across large ranges, charting non-adjacent columns, adding a secondary chart axis, protecting your workbook and cells, converting text case and calculating age automatically from a list.

A structured documentation exercise shows you how to record questions and Claude responses in a fully referenced template, giving you a reusable record of your most valuable prompts.

Key Benefits:

• Get a grounded, practical introduction to Claude covering costs, copyright and voice use
• Strengthen Excel productivity with sorting, charting, protection and formula techniques
• Build a prompt documentation habit that supports better results and easier reuse

Option 3 - Workplace AI and Excel Skills for Beginners Focus: This introductory session is ideal for professionals who want to start using Claude confidently and add useful Excel techniques to their day-to-day toolkit at the same time.

You begin with a clear explanation of what Claude is, how to get started, what the free and paid options include, and what copyright and disclaimer considerations matter in a workplace context.

Live demonstrations show Claude’s capability across a range of task types, and you learn how to ask better questions and document responses in a structured template for future reference.

The Excel component covers practical skills including table design, row and column sorting, counting functions, non-adjacent column charting, secondary chart axes, workbook and cell protection, text case conversion and an age calculation formula applied across a large list.

Key Benefits:

• Start using Claude with confidence - plans, registration, voice, copyright and prompting covered
• Add practical Excel skills in charting, sorting, protection, text and date functions
• Walk away with a reusable prompt and response template for ongoing Claude documentation

Why you should Attend:

• Understand what Claude is, how it works and what to expect from the free and paid plans
• Know the copyright and disclaimer considerations that apply when using AI in a professional context
• Use voice input and output to interact with Claude in a more flexible and efficient way
• Present better questions to Claude and get more accurate, useful responses
• Build a structured documentation template for recording and reusing your best prompts
• Sort Excel data by rows and columns and design tables correctly for reliable data management
• Count different types of data across large ranges using the right Excel functions
• Create charts from non-adjacent columns and add a secondary axis for clearer data presentation
• Protect your workbook, worksheets and specific cells to control editing and maintain data integrity
• Change text case automatically and calculate age from a date of birth list using Excel formulas

Areas Covered in the Session:

• Claude Explained - what Claude is, how it works and what it can do for you in the workplace
• Claude Options - understanding the available plans, settings and configuration choices
• Disclaimer Acceptance - what the terms mean and what you are agreeing to when you use Claude
• Costs - Free vs Paid Version - comparing what each plan offers and how to decide which is right for you
• Claude Timeframe of Knowledge - understanding the knowledge cutoff and what it means for the accuracy of responses
• Copyright Considerations - what to be aware of when using Claude-generated content in a professional context
• Voice Input and Output - using voice to interact with Claude and listening to responses hands-free
• Tips and Wider Examples of Uses - practical ideas and examples showing the range of tasks Claude can support
• Registration and Login - setting up your Claude account and accessing the platform correctly
• Understand the Screen and Key Options - navigating the Claude interface and knowing where the key controls are
• Demonstration of Claude Capability - a live demonstration showing what Claude can produce across different task types
• Presenting Effective Questions to Claude - framing prompts clearly so Claude produces more accurate and useful responses
• Document Your Claude Questions and Answers in a Fully Referenced Template - building a structured record of prompts and responses for reuse and reference
• Sort Data by Rows - sorting Excel data horizontally across rows for comparison and analysis
• Sort Data by Columns - sorting Excel data vertically by column to organise and rank information
• Proper Table Design for Data Management - structuring Excel tables correctly so data is reliable, sortable and analysis-ready
• Count Various Types of Data in Cells in a Large Range - using count functions to tally numbers, text, blanks and conditional values across large datasets
• Chart Non-Adjacent Columns of Data - selecting and charting columns that are not next to each other in your worksheet
• Add a Secondary Chart Axis - adding a second value axis to display two data series with different scales on one chart
• Protect Workbook, Worksheet, and Specified Cells - applying protection settings to control who can edit your workbook, sheets or individual cells
• Change the Case of Text - using Excel functions to convert text to upper, lower or proper case automatically
• Formula to Calculate Age in Years for People in a Large List - calculating current age from a date of birth column across an entire list automatically

NOTE: Topic sequence may be subject to slight variation

Who Will Benefit:

• This webinar is designed for Professionals who are new to Claude or who have limited experience with AI tools and want a clear, practical introduction alongside a set of useful Excel techniques. It is suitable for anyone who wants to build confidence with Claude in a structured, guided environment
• Administrative Staff, Office Professionals, Coordinators, Analysts, Managers and Anyone who uses Excel regularly and wants to understand how Claude can support their daily work will benefit directly from the demonstrations and hands-on exercises covered in this session