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Free Lesson
Run Your First 5 Prompts with Claude inside Excel.
60 min
Jun 11, 2026 12:30 PM
What you'll learn
Install Claude for Excel in Under 5 Minutes
Get the add-in from the Microsoft Marketplace, activate it, and sign in so Claude is ready inside your spreadsheet.
Find Your Way Around the Claude Add-In.
Open the sidebar, pick your model, run built-in Skills, add files and live data, and set the controls finance pros need.
Run Your First 5 Prompts on a Real Finance Workbook
Go from understanding to cleaning, building to commentary. Walk away with 5 prompts you can use Monday morning.
Why this topic matters
Claude now works inside Excel, but most finance professionals haven't used it yet. This lesson gets you from zero to running real prompts on your own workbook in one sitting. No theory, no setup confusion. Install it, learn the interface, and use five practical prompts for cleaning data, analysis, modelling, and writing commentary.
You'll learn from
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