AI Training for Excel & Business Power Users
Already using Excel and Office 365? Now take it further. Learn how to use AI to generate formulas instantly, analyze datasets, automate reports and emails, and dramatically cut the time you spend on repetitive tasks.
A natural next step after Excel & Microsoft Office 365 training.
What You'll Be Able to Do
Generate Excel Formulas
Describe what you need in plain English — AI writes the formula for you instantly.
Analyze Datasets
Ask AI to summarize, spot trends, and pull insights from your spreadsheet data.
Automate Business Tasks
Let AI draft reports, emails, and documentation so you can focus on what matters.
Work Faster Overall
Combine AI with your existing Office 365 skills to multiply your daily output.
AI for Excel
Stop Googling formulas. Learn how to use ChatGPT and Microsoft Copilot to write, fix, and explain Excel formulas on demand — and get more out of your spreadsheets with less effort.
Formula Generation with AI
- Describing what you need in plain English to get the right formula
- Generating VLOOKUP, INDEX/MATCH, and XLOOKUP with AI
- Building nested IF statements and complex logic formulas
- Creating SUMIFS, COUNTIFS, and AVERAGEIFS automatically
- Using AI to write array formulas and dynamic arrays
- Generating date, text, and financial formulas on demand
Troubleshooting & Explaining Formulas
- Pasting broken formulas into AI to diagnose errors instantly
- Understanding #VALUE!, #REF!, #N/A, and other common errors
- Asking AI to explain what an existing formula does step by step
- Optimizing slow or overly complex formulas
- Converting legacy formulas to modern Excel equivalents
- Getting AI to suggest better approaches for your use case
Copilot in Excel
- Enabling and navigating Microsoft Copilot in Excel
- Using Copilot to generate formulas directly in your workbook
- Asking Copilot to highlight trends and anomalies in your data
- Creating PivotTables and charts with natural language prompts
- Using Copilot to add conditional formatting automatically
- Generating data summaries and insights with one click
Prompting AI Effectively for Excel
- How to describe your spreadsheet structure to AI clearly
- Providing context: column names, data types, and goals
- Iterating on AI output to refine formulas
- Asking AI to walk through logic before writing the formula
- Building a personal library of reusable Excel prompts
- Common prompting mistakes that lead to wrong formulas
AI for Data Analysis & Reporting
Turn raw data into clear insights faster than ever. Use AI to summarize datasets, spot patterns, and produce polished reports — without spending hours on manual analysis.
Analyzing & Summarizing Datasets
- Uploading data to ChatGPT for instant analysis
- Asking AI to identify trends, outliers, and patterns
- Summarizing large datasets into executive-ready bullet points
- Comparing multiple data sets with AI assistance
- Using AI to clean and standardize messy data
- Generating plain-English explanations of complex data
AI-Assisted Reporting
- Generating report narratives from spreadsheet data
- Using Copilot to draft financial and operational summaries
- Creating data-driven PowerPoint slides with AI
- Automating monthly and weekly report templates
- Writing commentary and analysis sections with AI
- Formatting and structuring reports for different audiences
Smarter PivotTables & Charts
- Using AI to decide the best chart type for your data
- Generating PivotTable structures with natural language
- Asking Copilot to build dashboards from your data
- AI-suggested calculated fields and measures
- Interpreting PivotTable results with AI explanations
- Combining AI insights with Excel's built-in analytics
AI for Financial & Business Data
- Using AI to review and interpret financial statements
- Asking AI to flag budget variances and anomalies
- Generating forecasting narratives from historical data
- AI-assisted KPI tracking and performance summaries
- Summarizing sales data and pipeline reports
- Turning raw numbers into actionable business insights
Automating Common Business Tasks with AI
Stop doing manually what AI can do in seconds. This level focuses on using AI to handle the repetitive, time-consuming tasks that eat up your workday — reports, emails, documentation, and more.
AI for Emails & Communication
- Drafting professional emails from bullet points in seconds
- Using Copilot in Outlook to summarize long email threads
- Writing follow-up emails, proposals, and client updates
- Adjusting tone — formal, concise, friendly — with one prompt
- Generating email templates for recurring business scenarios
- Responding to complex messages quickly and accurately
AI for Reports & Documentation
- Generating first drafts of business reports from data
- Using Copilot in Word to build structured documents fast
- Creating SOPs, process guides, and training materials with AI
- Summarizing meeting notes into action items automatically
- Drafting project updates and status reports in minutes
- Turning raw notes into polished, professional documents
Workflow Automation with AI + Office 365
- Combining AI with Power Automate to automate workflows
- Using Copilot to build automation flows in plain language
- Automating data entry and spreadsheet updates
- Setting up AI-assisted approval and notification workflows
- Connecting Excel, Outlook, and Teams with automated triggers
- Reducing manual steps in recurring business processes
AI for Presentations & Meetings
- Using Copilot in PowerPoint to generate slides from an outline
- Turning Excel data into presentation-ready visuals with AI
- Generating speaker notes and talking points automatically
- Using Copilot in Teams to recap meetings and extract tasks
- Drafting agendas and pre-meeting briefs with AI
- Creating executive summaries from lengthy meeting recordings
AI Tools We Cover
Focused on the tools that integrate directly with Excel and Office 365 — the ones that will make the biggest difference in your daily work.
Microsoft Copilot
Excel, Word, Outlook, Teams
ChatGPT
Formula & Data Help
Claude
Anthropic
Copilot in Excel
Formulas & Insights
Copilot in Outlook
Email Drafting
Copilot in PowerPoint
Slide Generation
Copilot in Teams
Meeting Summaries
Power Automate
Workflow Automation
Who This Training Is For
Excel Users
You already know Excel and want to use AI to write formulas faster and get more from your data.
Business Professionals
You spend time on reports, emails, and documentation and want AI to handle the heavy lifting.
Office 365 Users
You use Microsoft 365 daily and want to unlock the full power of Copilot across all your apps.
AI Training for Excel & Microsoft 365 Users
The Natural Next Step After Excel Training
Already using Excel and Microsoft 365? AI training is the most impactful next step. Tools like Microsoft Copilot and ChatGPT don't replace Excel skills — they amplify them. What used to take hours can now take minutes.
What You'll Learn to Do
You'll learn to generate Excel formulas by describing what you need in plain English. You'll use Copilot to analyze data, automate reports, draft emails from bullet points, and build PowerPoint slides from outlines — all inside Microsoft 365.
Microsoft Copilot Training
Microsoft Copilot is built into Excel, Word, Outlook, PowerPoint, and Teams. We teach your team how to use it in each app — from building PivotTables in Excel to summarizing email threads in Outlook. We cover what Copilot can and can't do, so your team uses it with confidence.
ChatGPT for Business Professionals
We also cover ChatGPT as a business tool. You'll learn to write prompts that produce accurate formulas, paste broken formulas in for instant fixes, upload data for analysis, and generate first drafts of reports and documents.
Prompting — The Key Skill
A big focus of our training is practical prompt writing. You'll learn how to describe your spreadsheet, data types, and goals clearly — so AI gives you exactly what you need on the first try. No technical background required.
Who Should Attend
This course is ideal for Excel users, analysts, operations managers, executive assistants, and HR professionals. If you use Microsoft 365 daily and want to spend less time on repetitive tasks, this training is for you.
Ready to Work Smarter with AI?
Whether you're an Excel power user or an Office 365 professional, our AI training will help you do more in less time.
On-site & live online training available — customized for your team.