Stop doing manual tasks: Learn how to automate Word, Excel, PowerPoint, and Outlook using AI.
This hands-on course shows professionals how to use Claude to get everyday work done faster across Microsoft 365 and the Claude website. Working through live examples, it covers the fundamentals of the Claude interface—organizing chats and projects, choosing the right model, using web search, and uploading files—before moving into the dedicated Claude add-ins for Word, PowerPoint, Excel, and Outlook.
You'll see how Claude can generate and reformat content, convert PDFs and images into editable Word and Excel files, translate documents between languages, interpret handwritten notes, and visualize data as charts, org charts, and dashboards. The Office add-in segments demonstrate drafting and revising documents inside Word, building and editing presentations in PowerPoint, writing formulas and summarizing data in Excel, and managing email, folders, and calendar events in Outlook. The course also covers cross-app workflows that let Claude share data between Office applications, and the use of connectors to reach Microsoft 365 and other services directly from the Claude website.
Throughout, the emphasis is on practical prompting and treating Claude as an assistant rather than a replacement—reviewing and adjusting its output to fit your needs. The course notes that the Office add-ins require a paid Claude plan, while everything shown in the add-ins can also be accomplished from the Claude website.
Microsoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 50,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Copilot, ChatGPT, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access, and another on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a B.A. in Computer Science.
