Lesson 6 · Pro

Files, data and Office

Have Claude build real Excel, Word and PowerPoint files from your data, and work inside Excel and Outlook themselves.

Last checked 8 Nov 2026

Pro lesson

Tool plan needed: Any plan · add-ins need paid

By the end: By the end: you have an Excel workbook with real formulas built from your own data, a PDF price list turned into a clean table, and (on a paid plan) a health check of a live workbook inside Excel.

20 min

Works on: free, pro, max, ultra, team, enterprise

Steps in this lesson

1. Check file creation is on
2. Build a workbook with real formulas
3. Turn a PDF into a clean table
4. Install Claude in Excel
5. Health-check a live workbook
6. Check before anything leaves your desk

This lesson is part of Pro. Create your free account to start learning.