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Module 11Track D — Deliverables90 min

Claude for Excel

Intermediate

Anyone who builds or consumes spreadsheets (finance, ops, consultants)

Prerequisites: Module 03

Last verified 2026-06-11

Executive summary

You will learn how to get real multi-tab spreadsheets with working formulas out of Cowork, with you controlling the assumptions. End state is a board-grade model built from your own work, assumption-checked, exported, and edited. After this module you can structure spreadsheet prompts that work first time, challenge the model's assumptions before it builds, and hand off cleanly to Sheets or Excel.

Learning objectives

  1. Build a multi-tab spreadsheet with working formulas from one structured prompt
  2. Use the assumptions-first pattern: Claude lists its top assumptions before building
  3. Structure spreadsheet prompts: data, purpose, sheets, formatting
  4. Hand off to Google Sheets or Excel and keep editing with AI
  5. Know when Claude/Cowork is the right tool and when it isn't

Prefer the live room?

This module also runs inside our in-person bootcamps and workshops in Copenhagen.

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