Description

Why should you attend

Drowning in data? Spending hours making sense of spreadsheets, reports, and information scattered across your business? In this practical, hands-on webinar, you’ll discover how Claude — Anthropic’s powerful AI assistant — can transform the way you analyze and organize data, saving you hours every single week.

You’ll learn how to use both the Claude website and the brand-new Claude add-in for Excel to clean messy data, spot trends, summarize reports, build categorizations, generate insights, and turn raw information into clear decisions. We’ll walk through real-world business examples including sales data, customer lists, financial reports, survey results, and operational spreadsheets.

Whether you’re a business owner, analyst, manager, or administrative professional, you’ll leave this session with practical techniques, ready-to-use prompts, and proven workflows that let Claude do the heavy lifting — so you can focus on the decisions that grow your business.

Description of the topic

Learn how to use Claude to analyze, organize, and summarize data faster with practical, real-world examples. You’ll discover how to clean data, identify trends, generate insights, categorize information, and simplify reporting using both the Claude website and the Claude Excel add-in.

Whether you work with sales, finance, operations, or customer data, this session will give you practical prompts and proven workflows to save time, improve decision-making, and turn raw data into actionable insights.

Areas Covered in the Session

Quick tour of the Claude.ai interface and why it’s ideal for data analysis
Understanding what Claude can (and can’t) do with your data
Pasting data directly vs. uploading files (CSV, Excel, PDF, text)
Standardizing inconsistent entries (names, addresses, phone numbers, dates)
Removing duplicates and identifying data quality issues
Splitting, combining, and reformatting columns
Categorizing and tagging free-text data (survey responses, customer feedback, support tickets)
Turning unstructured text into structured tables
Summarizing large datasets in plain English
Spotting trends, outliers, and patterns
Comparing time periods (month-over-month, year-over-year)
Generating charts, tables, and visualizations using Claude’s Artifacts feature
Analyzing sales reports and identifying top performers
Segmenting customer lists for marketing
Navigating the Claude sidebar inside Excel
Asking Claude questions about your active spreadsheet
Generating formulas (VLOOKUP, XLOOKUP, INDEX/MATCH, SUMIFS, and more) with plain English
Cleaning and transforming data directly in your worksheet
Creating new columns with AI-generated categorizations and summaries
Building pivot tables and analysis with Claude’s guidance

Who will benefit

Business owners
CEO’s / CFO’s / CTO’s
Managers of all levels
Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
Administrators
Salespeople
Trainers
Bankers
Self Employed
HR
Project Managers
Office workers