Excel Copilot Workbook Kit
Templates and prompts that turn routine Excel reports into AI-assisted workflows.
All industries · Finance
Illustrative example build, not a client case study.
Teams have Copilot or ChatGPT but still build Excel reports the slow way, because nobody has shown them how to use AI with their own files.
Technology
- Microsoft Excel
- Microsoft 365 Copilot
- Power Query
- ChatGPT / Claude
- 1
Review current reports
We identify the most time-consuming recurring Excel tasks in the team.
- 2
Rebuild with AI
Each report is redesigned with Power Query, structured tables and Copilot-ready layouts.
- 3
Write the prompts
Tested prompts are written for cleaning, analysis, formulas and commentary.
- 4
Train the team
A hands-on session shows the team how to use the kit on their real work.
Designed to deliver
- Hours saved every reporting cycle
- Fewer formula and copy-paste errors
- A team confident using AI in Excel
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