Automate Your Monthly Excel Report with AI
Build it once with Claude. Run it every month. Get the same correct numbers every time.
In this hands-on, 1-day in-person Masterclass, Carolina Lago shows you how to use Claude to automate the monthly Excel report you rebuild by hand. You'll leave with a report that rebuilds itself from next month's data in one step, with numbers that tie out every time, using Python scripts without needing to write Python yourself.
Everyone works on the same prepared case and leaves with the script, the prompts and a checklist to apply it to their own report.
Other Sessions
A hands-on day building reusable finance tools with Excel, VBA, Power Query, Power Automate and Copilot to automate consolidations, reconciliations and burst reporting every month.
A hands-on day on Copilot in Excel, the Finance agent, Fabric data agents and Copilot Studio: where agents save real hours, where they can't be trusted yet, and how to deploy them.
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Early Bird registration is open
18–19 May 2027 · London & Online. Save 20% – limited to 100 in-person and 100 online tickets.
