The spreadsheet skills you already have, upgraded with AI

65 lessons for non-technical professionals. No code, no API keys, no prior AI experience required. You know Excel. This course shows you what becomes possible when ChatGPT, Copilot, Gemini, Claude, and Codex sit next to the spreadsheet.

Start Module 1, FreeLesson 1 takes 25 minutes · Free, no credit card

65: Lessons
1–7: Levels
6: Modules

Who this is for

Office admin

Spends Friday afternoons manually building status update emails from Excel data

Warehouse manager

Knows which SKUs are always running out, but doesn't have time to run the Pareto analysis

Freelancer

Uses a different invoice template every month and never knows what the quarterly tax bill will be

Small business owner

Has a P&L but can't explain to their accountant which line items are actually the problem

Educator

Tracks grades in Excel but writes every progress report from scratch

Anyone with a budget

Opens the spreadsheet at the end of the month and can't tell whether the number is good or bad

6 Modules · 65 Lessons

Level 1–3

7 lessons

AI + Spreadsheets

Starting System + Modalities

Which tool does what, and where to start

Choose the right spreadsheet system first, then learn the main AI paths: a chat app, Google Sheets, Gemini in Sheets, Claude for Excel, native Excel help, and approved connectors. The right starting point depends on what you already use, what you need to read or change, and what your data can safely leave.

Worth knowing:The web app remains the macro-code path because Claude for Excel does not support VBA or macros.

First-timersAdmins with IT restrictionsAnyone setting up

Start Module 1 →

Level 3–4

18 lessons

Module 2

Business & Admin

Automate the work that eats your Fridays

Budget vs. actuals, invoice tracking, HR attendance, CRM-lite pipelines, Gantt charts, and executive dashboards. An AI assistant becomes the analyst layer. You stay in Excel or Sheets.

Worth knowing:One-click executive narrative: an AI assistant reads your dashboard and writes the status update. Copy, paste, send.

Office managersProject leadsOps & admin

Start Module 2 →

Level 4–4

13 lessons

Module 3

Personal Finance

Your money, finally in a spreadsheet that makes sense

50/30/20 budgets, expense tracking from bank exports, debt payoff calculators, investment portfolio snapshots, and tax prep workflows, all explained in plain English.

Worth knowing:An AI assistant compares the snowball and avalanche methods side by side, then personalizes the payoff order for your actual balances.

Anyone with a bank accountFreelancersFirst-time budgeters

Start Module 3 →

Level 4–4

16 lessons

Module 4

Personas

Your specific job, step by step

Six real roles: warehouse manager, small business owner, freelancer, educator, event planner, real estate investor. Each persona gets its own workflow, formula set, and AI prompts.

Worth knowing:Warehouse: 80/20 SKU analysis reveals which 20% of products drive 80% of your stockout headaches. The assistant finds them in your inventory sheet.

Warehouse managersSmall business ownersFreelancersEducatorsEvent plannersReal estate investors

Start Module 4 →

Level 5–5

8 lessons

Module 5

Dashboards & Visuals

Charts that update themselves, dashboards that explain themselves

Pick the right chart type, get setup instructions from an AI assistant, use Gemini or Copilot for native chart insertion, and build the 3-tab dashboard architecture.

Worth knowing:Gemini and Copilot are best for inserting charts directly into a spreadsheet. Claude and ChatGPT are better for deciding what to chart and why. This module teaches the handoff.

Anyone building exec reportsData-to-decision makers

Start Module 5 →

Level 6–7

3 lessons

Module 6

Skills & Connectors

Save a workflow once, then let AI work with live sheets

The capstone. Save a multi-step analysis your whole team can run without rebuilding it, then prove connector access with a test file before any real workbook is touched. Skills guide Claude for Excel when enabled, and approved connectors decide what spreadsheet data an AI surface can read or write.

Worth knowing:Saved workflows are macro-like automation without code. Build the workflow once in plain English; anyone on the team runs it with one click.

Team leads standardizing processPower usersAnyone past the basics

Start Module 6 →

Start with one formula. End with a workflow.

Lesson 1 is free, takes 25 minutes, and requires nothing installed. Open an AI chat, paste your spreadsheet data, and see what happens.

Start Lesson 1, No Setup Required

The spreadsheet skills you already have, upgraded with AI

Start Module 1, FreeLesson 1 takes 25 minutes · Free, no credit card

Lessons

1–7

Levels

Modules

Who this is for

Office admin

Spends Friday afternoons manually building status update emails from Excel data

Warehouse manager

Knows which SKUs are always running out, but doesn't have time to run the Pareto analysis

Freelancer

Uses a different invoice template every month and never knows what the quarterly tax bill will be

Small business owner

Has a P&L but can't explain to their accountant which line items are actually the problem

Educator

Tracks grades in Excel but writes every progress report from scratch

Anyone with a budget

Opens the spreadsheet at the end of the month and can't tell whether the number is good or bad

6 Modules · 65 Lessons

Level 1–3

7 lessons

AI + Spreadsheets

Starting System + Modalities

Which tool does what, and where to start

Worth knowing:The web app remains the macro-code path because Claude for Excel does not support VBA or macros.

First-timersAdmins with IT restrictionsAnyone setting up

Start Module 1 →

Level 3–4

18 lessons

Module 2

Business & Admin

Automate the work that eats your Fridays

Budget vs. actuals, invoice tracking, HR attendance, CRM-lite pipelines, Gantt charts, and executive dashboards. An AI assistant becomes the analyst layer. You stay in Excel or Sheets.

Worth knowing:One-click executive narrative: an AI assistant reads your dashboard and writes the status update. Copy, paste, send.

Office managersProject leadsOps & admin

Start Module 2 →

Level 4–4

13 lessons

Module 3

Personal Finance

Your money, finally in a spreadsheet that makes sense

50/30/20 budgets, expense tracking from bank exports, debt payoff calculators, investment portfolio snapshots, and tax prep workflows, all explained in plain English.

Worth knowing:An AI assistant compares the snowball and avalanche methods side by side, then personalizes the payoff order for your actual balances.

Anyone with a bank accountFreelancersFirst-time budgeters

Start Module 3 →

Level 4–4

16 lessons

Module 4

Personas

Your specific job, step by step

Six real roles: warehouse manager, small business owner, freelancer, educator, event planner, real estate investor. Each persona gets its own workflow, formula set, and AI prompts.

Worth knowing:Warehouse: 80/20 SKU analysis reveals which 20% of products drive 80% of your stockout headaches. The assistant finds them in your inventory sheet.

Warehouse managersSmall business ownersFreelancersEducatorsEvent plannersReal estate investors

Start Module 4 →

Level 5–5

8 lessons

Module 5

Dashboards & Visuals

Charts that update themselves, dashboards that explain themselves

Pick the right chart type, get setup instructions from an AI assistant, use Gemini or Copilot for native chart insertion, and build the 3-tab dashboard architecture.

Worth knowing:Gemini and Copilot are best for inserting charts directly into a spreadsheet. Claude and ChatGPT are better for deciding what to chart and why. This module teaches the handoff.

Anyone building exec reportsData-to-decision makers

Start Module 5 →

Level 6–7

3 lessons

Module 6

Skills & Connectors

Save a workflow once, then let AI work with live sheets

Worth knowing:Saved workflows are macro-like automation without code. Build the workflow once in plain English; anyone on the team runs it with one click.

Team leads standardizing processPower usersAnyone past the basics

Start Module 6 →