How to Install Claude in Excel (and the First 3 Things to Do)

How to add Claude to Microsoft Excel, step by step, and the 3 things I do first before I trust it with a real file. Recorded live on a real 225-row expense file with hidden data problems.

You'll see where the Claude add-in lives (Home tab → Add-ins → More Add-ins), how the Claude pane works, which model to pick, how to write a safe read-only first prompt, how to read the permission box before you click Allow, and how to check Claude's work yourself in seconds with the status bar.

The numbers in Claude's first summary were right, and the report still wasn't ready to send. I show you why, and the exact fix prompt.

Chapters
0:00 Claude inside Excel
0:15 The test file (with hidden problems)
0:40 How to install Claude in Excel
1:32 Thing 1: Check the model
1:55 A quick word: the Shatrin app
2:37 Thing 2: Ask before you act
3:08 What Claude found in the data
3:43 Fix only what it found
3:56 Thing 3: Check the work yourself
4:38 A real task: Summary sheet with live formulas
5:15 Read the permission box before you click
5:56 The Summary sheet
6:17 AI mistake: correct numbers, unreadable report
6:36 The expert fix prompt
7:17 Recap

What you'll learn
- How to install the Claude add-in in Excel (Windows, Mac and Excel on the web)
- Which Claude model to choose for real work with numbers
- The safe read-only first prompt to use on any file you didn't build
- How to read Claude's permission box, and when to click Deny
- The 10-second status-bar check that proves a fix worked
- Why Claude can get the numbers right and still miss what's on screen

This is video 5 of the AI + Excel series. Next: turning a messy data export into a clean report with Claude.

Want ready-to-use Excel dashboards and templates? Visit other dash levels dot com (other-levels with a dash), and subscribe for the rest of this series.

#ClaudeAI #Excel #AIinExcel #ExcelTips #ExcelAddin #OtherLevels Receive SMS online on sms24.me

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