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AI TrainingAgents and automation

Advanced AI in Excel & Databases

For teams whose work lives in spreadsheets: messy documents turned into structured data, then into analysis, dashboards, and a database an agent can query.

  • Advanced
  • Finance teams, Data teams

1 x half day workshopPractical training sessions

1-6 people

€900

7-12 people

€1,100

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Summary

A bespoke session for finance and data teams, run on your own kind of material and on freely available tools, so nothing depends on a paid rollout. The first half follows one Excel pipeline end to end, from a messy document to a KPI dashboard, and the second moves from spreadsheets to databases an AI agent can actually use. You finish having run the whole pipeline yourself, with a prompt for every step and a clear view of which tool suits which job.

Course breakdown

Excel and Generative AI

What is realistic with AI in Excel and which tools actually do it, then one pipeline end to end: an unstructured document turned into a verified table, an analysis built on formulas, a reformatted sheet, charts and pivots with the findings in plain language, text extraction with logic, and a KPI dashboard with trends and risk colouring.

Database management using AI Agents

Online database options, what a database really is, why you build it before the agent, and where agents struggle with data, with a project and prompt library agent built live and given version history.

Talk to your Data

An export that looks like a calendar but is really a picture of a table, the options for working with it and why connectors decide which tool wins, then a team calendar agent tested with plain language questions.

Further in

Free against paid chatbot features and prices, what a workflow is, the no-code tools for building one, and workflows for translation, summarisation and text and blog generation.

What you leave with

After the course, you'll be able to:

  1. Run the whole pipeline yourself, from a messy document to a working KPI dashboard
  2. Reuse the written prompt for every step
  3. Build a database before pointing an agent at it, and say where an agent stops being reliable
  4. Judge which tool suits which job
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