Simple steps to connect AI in Excel and Google Sheets, then practical prompts and guides.
Each option needs a plan that includes the feature. Steps checked against official help pages in November 2026.
For Claude Pro, Max, Team and Enterprise plans. Works in Excel on the web, Windows and Mac.
For Microsoft 365 plans that include Copilot in Excel.
For eligible Google Workspace and Google AI plans.
Upload a file and download it with a Snapshot sheet and a Dashboard sheet added.
Try AI AnalystPractical guides on spreadsheets and AI.
Agent Mode can plan and carry out several workbook steps. It works best when you keep the checks in your own hands.
Read postAI · 1 minA formula that returns a number can still return the wrong number. Run these checks before you trust it.
Read postAI · 1 minExcel and Google Sheets can both run a prompt from a cell. Here is where each fits, and where standard formulas should stay in charge.
Read postEach prompt asks the assistant to show its work, so you can check it.
Column B has budget and column C has actuals for each cost line in column A. Add variance and variance % columns, then flag lines over 10% in either direction. Show every formula you add.
Using the monthly receipts and payments in this sheet, build a 12-month cash forecast with opening balance, net movement and closing balance. Use formulas only, and list your assumptions.
Each employee has annual entitlement in column B and leave dates in a second table. Write formulas that return days taken and days remaining, excluding the weekend pattern I specify.
Summarize this employee list by department and contract type. Return one formula-driven table with totals. Do not change the source data.
Group this pipeline by stage and owner, with deal count and total value. Add a chart and tell me which ranges you used.
Write a formula that returns the top 10 customers by revenue from columns A and D. Give me both the Excel and Google Sheets versions.
Stock is in column C and reorder level in column D. Add a status column that shows Reorder when stock is at or below the level, and count how many items need reordering.
Clean this export on a copy of the sheet: trim spaces, fix date formats, standardize country names and remove exact duplicates. List every change and how many rows it affected.
Explain what this formula does, step by step, in plain language. Point out edge cases where it could return a wrong result. Do not change it yet.
