Claude & Excel AI Functions - Essential Masterclass for Productivity

Overview:

Option 1 - AI Functions Masterclass Focus: This 90-minute masterclass gives professionals across all sectors a practical, hands-on introduction to the new generation of AI-powered Excel functions - and shows you how to achieve the same results using Claude and Excel directly when add-in tools are unavailable, outdated or cost-prohibitive.

You work through eight core AI functions - AI_ASK, AI_TABLE, AI_TRANSLATE, AI_FORMAT, AI_EXTRACT, AI_FILL, AI_LIST and AI_CHOICE - understanding what each one does, how to prompt it effectively and how to replicate its output using Claude when needed.

Ray demonstrates each function live, showing how to embed intelligent Q&A into spreadsheets, generate structured tables, translate content, standardise messy data, extract key information, fill gaps, build lists and match choices - all without leaving your spreadsheet environment.

Because some AI Excel add-ins are in active development or limited release, the session also shows you how to achieve every one of these outcomes using direct Claude prompts and Excel, giving you a flexible, cost-effective approach that works regardless of which tools you have access to.

You leave with a practical understanding of both the add-in functions and the Claude-based alternatives, ready to apply them in your own work immediately.

Key Benefits:

• Master all eight AI Excel functions and understand what each one genuinely does in practice
• Learn how to replicate every AI function outcome using Claude directly - no add-in required
• Leave with a flexible, cost-effective approach to AI-powered Excel that works in any environment

Option 2 - Practical AI Functions and Claude Skills Focus: This session is designed for professionals who want to move beyond basic spreadsheet use and harness the power of AI functions to work faster, produce cleaner data and generate more useful outputs directly in Excel.

You work through AI_ASK, AI_TABLE, AI_TRANSLATE, AI_FORMAT, AI_EXTRACT, AI_FILL, AI_LIST and AI_CHOICE with live demonstrations showing what each function does, how to use it effectively and what kinds of outputs it produces.

Because AI Excel add-ins vary in availability and cost, Ray also shows you how to achieve every outcome using Claude prompts and Excel directly - giving you a practical, flexible alternative that does not depend on any specific add-in being installed or active.

This dual approach means you leave with skills that work in any environment, whether or not your organisation has adopted an AI Excel add-in.

Key Benefits:

• Understand and apply all eight AI Excel functions with confidence across real workplace tasks
• Replicate every AI function result using Claude directly for a flexible, cost-effective alternative
• Build future-proof AI Excel skills that work regardless of which tools your organisation provides

Option 3 - Applied AI Excel Skills and Flexible Workflow Focus: This masterclass gives professionals a practical, future-proof introduction to AI-powered Excel functions and the Claude-based approaches that achieve the same outcomes without depending on any specific add-in.

You explore what each of the eight AI functions does in a real spreadsheet context - from embedding intelligent answers and generating structured tables through to translating content, standardising data, extracting fields, filling gaps, building lists and matching choices.

Ray demonstrates every function live and then shows you the equivalent Claude prompt approach, so you understand both methods and can choose the one that suits your tools, budget and workflow.

Because some AI Excel tools are in active development or limited release, this dual-method approach ensures you always have a practical, workable option regardless of what your organisation has installed.

You leave with a complete, flexible skill set covering both AI add-in functions and direct Claude alternatives, ready to apply immediately in your own spreadsheet work.

Key Benefits:

• Master eight AI Excel functions and the Claude alternatives that deliver the same outcomes
• Build flexible, practical AI Excel skills that work with or without a dedicated add-in
• Leave with a complete, future-proof approach to AI-powered spreadsheet work in any environment

Why you should Attend:

• Understand what each of the eight AI Excel functions genuinely does and how to apply it in real spreadsheet work
• Use AI_ASK to embed intelligent answers, explanations and analysis directly inside your Excel workbook
• Generate structured, multi-column tables from a topic or data seed using AI_TABLE without leaving Excel
• Translate multilingual content accurately while preserving row structure using AI_TRANSLATE
• Standardise messy or inconsistent data into clean, professional formats using AI_FORMAT
• Extract specific fields such as names, locations and values from unstructured text using AI_EXTRACT
• Fill data gaps logically using patterns already in your spreadsheet with AI_FILL
• Generate structured lists and match data to the closest choice using AI_LIST and AI_CHOICE
• Replicate every AI function outcome using direct Claude prompts for a flexible, cost-effective alternative

Areas Covered in the Session:

• AI_ASK - sending a question or instruction to an AI model and returning a direct text answer embedded in your spreadsheet - replacing the need to leave Excel to look up information or generate written responses
• AI_TABLE - generating structured, multi-column tabular data from a topic or data seed, producing Excel-ready tables suitable for analysis, reporting and dataset creation
• AI_TRANSLATE - converting text from one language to another while preserving the original structure and row order - enabling fast, accurate multilingual data preparation across regions and audiences
• AI_FORMAT - standardising inconsistent or messy data into a clean, consistent structure by applying formatting rules such as proper case, consistent spacing or naming conventions
• AI_EXTRACT - pulling specific information from unstructured text and organising it into structured columns such as names, locations or numbers - enabling efficient sorting, filtering and analysis
• AI_FILL - completing missing values using patterns already present in your data - helping clean and standardise datasets by filling gaps logically without manual editing
• AI_LIST - creating multiple related items from each topic and generating structured lists instantly - ideal for building sample datasets, brainstorming ideas and creating organised content directly in Excel
• AI_CHOICE - selecting the most closely matching value from a given list of choices based on the provided data - simply specify the cell or range with the data and the list of choices

NOTE: Topic sequence may be subject to slight variation

Who Will Benefit:

• This webinar is designed for professionals across all sectors who use Excel regularly and want to understand and apply the new generation of AI-powered functions - or who want to achieve the same outcomes using Claude directly without relying on a specific add-in. It is suitable for attendees at an introductory to intermediate level who want practical, immediately applicable AI Excel skills
• Office professionals, administrators, analysts, coordinators, operations staff, project managers, educators, healthcare administrators and anyone who manages data, builds reports or prepares structured content in Excel on a regular basis will benefit directly from the live demonstrations and hands-on exercises covered in this session