Yallo AI academy
Sign up for free
Menu
CoursesBusinessInsightsPricing
Explore
Start with a learning pathClaude for DevelopersAI for Product ManagersAI for LeadersAI for Data AnalystsView allFree coursesRedeem a code
Log in
Claude AIintermediateVideo + quiz

Claude for Microsoft 365: Documents, Data and Workflows

For people who work in Word, Excel, PowerPoint, Outlook and SharePoint and have tried Claude chat.

1 learner enrolled19 lessons · 56 min
Watch the first lesson freeWelcome · 3 min

Sign in to watch one lesson from this course free.

What you will be able to do

Choose between the four routes from Claude into Microsoft 365 and know what each needsRedline and review Word documents with Claude, keeping your own editsAnalyse an Excel workbook and prove Claude's numbers before anyone uses themBuild a deck from a brief and summarise Outlook threads and SharePoint contentMake recurring work repeatable with Projects, Skills and instructionsSet data rules for what never goes in, then turn a messy quarterly pack into a workbook, brief and deck

Skills you will gain

  • Claude in Word
  • Claude in Excel
  • Deck building
  • Outlook summarising
  • Projects and Skills
  • Data protection settings

About this course

For people who work in Word, Excel, PowerPoint, Outlook and SharePoint and have tried Claude chat. Learn the four routes from Claude into Microsoft 365 (the Office add-ins, the Microsoft 365 connector, Claude inside Copilot, and file uploads) and what each needs. Then redline and draft Word documents, analyse a workbook and prove its numbers, build a deck from a brief, summarise Outlook threads, make the work repeatable with Projects and Skills, and set safe data rules. The free lab turns a messy quarterly pack into a proved workbook, a one page brief and a short deck.

Claude AI

Curriculum

7 modules · 19 lessons · 56m
WelcomeFree preview3 min

Requirements

Everyday Microsoft 365 work
A Claude account
Basic spreadsheet formulas
Permission to try new tools at work

What you walk away with

A Yallo AI academy certificate of completion, issued when every lesson is complete and the final assessment is passed at 70% or aboveA public verification page, so a stranger can check the certificate without asking you for a filePDF download, and a one-click share to your LinkedIn profile

Yallo AI academy certifies completion of

Claude for Microsoft 365: Documents, Data and Workflows