Claude in Excel: 10 Prompts That Save Hours Every Week
These are the 10 Claude prompts I use in Excel every week, recorded live on a real 480-row sales file: explain a workbook and find its problems, clean messy data, highlight duplicates, write an XLOOKUP commission formula, add conditional formatting, find outliers, build a summary sheet and a chart in your own style, write insights for an email, and explain any formula in plain English.Two of the prompts went wrong, and Claude said everything was fine. I show you how an Excel expert spots those mistakes on screen, and the exact fix prompts that solved them.
Chapters
0:00 10 Claude prompts for Excel
0:15 The messy sales data
0:40 Where Claude lives in Excel
0:47 Prompt 1: Explain the workbook and find problems
1:26 Prompt 2: Clean a messy column
1:49 Prompt 3: Highlight duplicates (don't delete)
2:17 Prompt 4: XLOOKUP commission formula
2:56 A quick word: the Shatrin app
3:38 Prompt 5: Days to ship + conditional formatting
4:03 Prompt 6: Find outliers and unusual patterns
4:33 Prompt 7: Summary sheet in your own style
5:03 AI mistake: totals that look right but aren't
5:22 The expert fix prompt
5:50 Prompt 8: Add a chart that fits the screen
6:07 AI mistake: the chart is cut off
6:31 Prompt 9: Insights you can paste into an email
6:57 Prompt 10: Explain any formula in plain English
7:23 The final result
7:30 3 rules for using AI in Excel
What you'll learn
- The 10 Claude for Excel prompts that save the most time on real data
- Why you should ask for problems before you ask for fixes
- How to tell the AI what NOT to touch, and why to highlight before you delete
- How to give Claude your own formatting style so results don't look like default Excel
- Why an AI's own check can miss what is obvious on screen, and how to catch it
This is video 4 of the AI + Excel series. Next: how to install Claude in Excel, and the first 3 things to do.
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 #ExcelAutomation #OtherLevels Receive SMS online on sms24.me
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