Claude for Microsoft 365: Two Ways to Handle Email and Excel
Two practical ways to use Claude alongside Microsoft 365: turning a long Outlook thread into a short decision list, and cleaning a messy Excel export without guessing at the formula.
Two practical ways to use Claude alongside Microsoft 365: turning a long Outlook thread into a short decision list, and cleaning a messy Excel export without guessing at the formula.
Most people try Claude AI at work once and then go back to the old way. Two setup habits make it stick: a project that already knows your context, and one line in your prompt that stops it inventing details.
Two jobs Claude can take off a small business owner: answering customer questions from your own price list and policies, and turning a messy sales export into numbers you can trust. Exact steps and the gotchas for each.
Claude is at its best in Word when you stop asking it to write and start handing it the structural work. Two specific techniques you can use this afternoon.
Two practical ways to use Claude for variance analysis: paste a budget-vs-actual table and get the handful of rows that actually explain the gap, then turn that logic into an Excel formula and a highlight rule you keep for next month.
Two practical ways project managers can use Claude: turning a week of messy notes into a status report people will read, and building a risk register from the plan you already have.
Two short tests, using your own work, that show whether Copilot, ChatGPT or Claude actually fits the way your office runs. About twenty minutes total.
Two practical ways to use Claude for FP&A work: pull real cost drivers out of your actuals instead of adding a percentage to last year, and run base, upside and downside scenarios without building three workbooks. Exact prompts included.
Two setups I demonstrate in class: using Claude Projects to turn a stack of resumes into a single comparison table, and building a handbook policy desk that answers employee questions and cites the section it came from.
A messy export costs most people two hours before the real work even starts. Here are two specific ways to use Claude for Excel to get that time back.
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