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Guides

Illustration for Extend an existing financial model with Claude in Excel without breaking itExcel
ExcelAdvanced60 min

Extend an existing financial model with Claude in Excel without breaking it

Have Claude explain how the tabs connect and annotate complex formulas first, then extend the model following the original patterns while you check its assumptions.

Illustration for Automate a recurring Excel report: deterministic Python, AI only for the fuzzy partsExcel
ExcelAdvanced90 min

Automate a recurring Excel report: deterministic Python, AI only for the fuzzy parts

The pattern practitioners recommend on r/AI_Agents and r/automation: scripts for ingest, transform and validate, an OpenAI or Claude API call only for fields that need interpretation, and a hard stop when totals don't reconcile.