Claude and the spreadsheet that runs the business
Point Claude at the folder where your quoting, stock or job tracking lives, find what is wrong with it, and build the one page you should be reading every month.
Most firms we meet run on a spreadsheet and a CRM that nobody quite trusts. The quotes are in one place, the jobs in another, and the invoices somewhere else. Everybody knows the numbers are roughly right. Nobody wants to be asked how roughly.
In this course you give Claude a copy of those files and ask it plain questions. Which quotes never got an answer. Which jobs were finished and never invoiced. Which customer appears four times under four spellings. Claude finds them, and you decide what to do about each one.
You come out with a tidied copy of your data, a one-page monthly view built from what you already have, five questions to ask every Monday, and a clear sense of whether the spreadsheet is still a tool or has quietly become your system.
- Lessons
- 6
- Length
- 49 min
- Assignments
- 1
- Modules
- 1
What you come out with
By the end of this course
Written forOwners and MDs of firms of 20 to 200 people whose quoting, stock or job tracking lives in a spreadsheet and a CRM nobody trusts.
Give Claude safe access to a copy of your quoting, stock or job files and ask it questions in plain English
Find the duplicates, gaps, unanswered quotes and uninvoiced jobs hiding in your data
Tidy names, dates and statuses in a copy without breaking the file the office relies on
Build a one-page monthly view from the data you already have, and check its totals by hand
Recognise the signs that the spreadsheet has become your system, and what replacing it properly involves
The whole syllabus
Every module and every lesson
Nothing is held back from this page. You can see what each lesson covers before you decide.
- 01Your spreadsheet, read properly
Module 1
Your spreadsheet, read properly
Six lessons on a copy of your own files: connect them, find what is wrong, tidy it, and build the pages you should be reading every month and every Monday.
6 lessons · 49 min- 1.18 min
Point Claude at the folder
ExerciseMake a copy, give Claude access to the folder or attach the file, and ask your first question in plain English.
- 1.29 min
Find what is wrong
ExerciseDuplicates, missing fields, quotes with no outcome, jobs with no invoice. Claude finds them, you decide.
- 1.39 min
Tidy without breaking it
ExerciseStandardise names, dates and statuses in a copy first, and know what Claude should never touch.
- 1.48 min
The one-page monthly view
AnimatedBuild the page you should be looking at on the first of the month, from what is already in the sheet.
- 1.57 min
The Monday questions
ExerciseFive questions to ask every week, now the data is clean enough to answer them.
- 1.68 min
Where the spreadsheet stops
AnimatedAssignmentThe signs a spreadsheet has quietly become your system, and what built properly actually means.
One folder, one clean-up, one page of findings · submitted as file
- 1.1
Instructor
Who teaches it
Aquilon Tech
Systems and software
They scope and build the internal tools: quoting, stock, job tracking and the reporting that sits over them. They teach the courses on spreadsheets, systems and reports.
Claude and the spreadsheet that runs the business, £95
One payment, no subscription, and the working documents are yours to keep.