AI-Powered Productivity: Claude in MS Office

AI-Powered Productivity: Claude in MS Office

This course is part of The Complete Claude Code & Claude Cowork Masterclass Specialization

Instructor: Dr. Ryan Ahmed

Included with

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Automate data analysis, visualizations, and complex financial modeling (DCF and LBO) inside Microsoft Excel using Claude agents.
Build, debug, and autonomously deploy full-stack applications and websites using Claude Code's terminal-based capabilities.
Connect Claude to external platforms like Slack, Gmail, and Salesforce using the Model Context Protocol (MCP) to orchestration multi-agent workflows.

Skills you'll gain

Category: Dashboard Creation
Category: Data Cleansing
Category: Data Analysis
Category: Business Reporting
Category: Financial Analysis
Category: Email Automation
Category: Data Presentation
Category: Generative AI Agents
Category: Financial Forecasting
Category: Financial Modeling
Category: Presentations

Tools you'll learn

Category: Microsoft PowerPoint
Category: Prompt Engineering
Category: Anthropic Claude
Category: Dashboard
Category: Microsoft Excel
Category: AI Workflows
Category: Model Context Protocol
Category: AI Orchestration

Details to know

Shareable certificate

Add to your LinkedIn profile

Build your subject-matter expertise

This course is part of the The Complete Claude Code & Claude Cowork Masterclass Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 3 modules in this course

By the end of this course, you will be able to master Claude Cowork and Claude Code to automate complex tasks across data analysis, finance, and software development. You will learn to construct professional financial models, generate dynamic PowerPoint presentations, and deploy full-stack applications from your terminal.

This course is designed for data analysts, financial professionals, developers, and business leaders who want to leverage cutting-edge AI agents to streamline their workflows. You will discover how to use specialized plugins, handle missing data, perform advanced statistical analyses, and build interactive dashboards directly in Microsoft Excel. Additionally, you will master the Model Context Protocol (MCP) to connect Claude to Gmail, Slack, and Salesforce. What makes this course unique is its hands-on, agentic orchestration approach. Instead of simple chatbot prompts, you will build and manage complete teams of autonomous AI subagents that execute multi-step projects from initial deep-dive research to final automated distribution, placing you at the forefront of the AI-driven workplace.

Learn to integrate Claude within Microsoft Excel to streamline your data workflows. You will perform data cleaning, handle missing values, execute statistical analyses, and create dynamic data visualizations and dashboards. Additionally, you will apply these skills to construct professional financial models, including Discounted Cash Flow (DCF) and Leveraged Buyout (LBO) analyses, to drive informed business decisions.

What's included

16 videos1 reading1 assignment

16 videosTotal 94 minutes

Module Introduction & Key Learning Objectives: Claude in Excel5 minutes
Setting up Claude inside Excel2 minutes
Using Claude in Excel to Generate General Data Insights8 minutes
Obtain Data Statistical Summary & Filter Specific Rows based on Conditions5 minutes
Perform Data Visualization with Claude in Excel6 minutes
Data Sorting Using Claude in Excel3 minutes
Data Filtering with Claude2 minutes
Conditional Formatting & Color coding3 minutes
Handling Missing Values (Data Imputation)8 minutes
Build Advanced Wall Street-level Financial Models with Claude Cowork11 minutes
Perform Discounted Cashflow modeling7 minutes
Claude for Building Discounted Cash Flow (DCF) Financial Models9 minutes
Leveraged Buyout Modeling Intuition6 minutes
Build an LBO Financial Model in Claude4 minutes
Practice Opportunity Question: Using Claude in Excel for Data Analysis3 minutes
Practice Opportunity Solution: Using Claude in Excel for Data Analysis12 minutes

1 readingTotal 10 minutes

Download the Masterclass Materials10 minutes

1 assignmentTotal 15 minutes

Module Quiz15 minutes

Discover how to utilize Claude in Microsoft PowerPoint to automate the creation and design of professional presentations. You will learn to generate slides from raw text and PDF sources, automatically add speaking notes, refine slide design, and use template structures. This module also covers presentation preparation techniques, coached by AI, and explores how to coordinate multi-agent teams for end-to-end projects.

What's included

10 videos1 assignment

10 videosTotal 66 minutes

Key Learning Objectives & Get Claude PowerPoint Add-in4 minutes
Create PowerPoint Presentations with Claude11 minutes
Claude adds speaking notes to PowerPoint slides4 minutes
Improve PowerPoint Slides Design with Claude6 minutes
Add New Slides from Online sources and Change Tone7 minutes
Generate PowerPoint slides from PDFs8 minutes
Summarize and Organize Existing PowerPoint Slides7 minutes
Generate PowerPoint Presentations from Template5 minutes
Get Coached by Claude to Present the Slides5 minutes
Claude Vs. Copilot Vs. NotebookLM10 minutes

1 assignmentTotal 15 minutes

Module Quiz15 minutes

What's included

1 assignment

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Dr. Ryan Ahmed

43 Courses133,588 learners

Offered by

Dr. Ryan Ahmed

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Frequently asked questions

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

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