By name: excel-powerpoint-workflow-skills description: Create reusable Claude workflows (“skills”) tailored for Excel and PowerPoint add-ins, with emphasis on cross-file context, repeatable financial modeling and deck workflows, and persistent instructions.
Instructions
Use this skill as a repeatable workflow wrapper. Adapt the steps to the specific workbook or deck you have open.
When you run the skill:
- Ask the user what deliverable they want (workbook changes, summary table, updated slides) and which files/tabs/slides are in scope.
- Confirm any constraints that should be treated as persistent preferences (formatting rules, slide bullet length, assumptions policy).
- Execute the workflow in small, checkable steps and narrate what changed.
Workflows explicitly mentioned in the post
- Excel: audit a model for formula errors and balance-sheet integrity.
- Excel: build and populate LBO, DCF, and 3-statement model templates.
- Excel: run comparable company analyses.
- Excel: clean messy spreadsheet data.
- PowerPoint: build competitive landscape decks.
- PowerPoint: update an existing deck with new information or additional data.
- PowerPoint: review a deck for number consistency, data-narrative alignment, and language polish.
Notes
- The post states that the Excel and PowerPoint add-ins share conversation context across open files.
- The post notes that skills and organization-wide skills configured in Claude (desktop/web) work inside the add-ins.
- The post mentions routing through Amazon Bedrock, Google Cloud Vertex AI, or Microsoft Foundry.
Examples
Example: Excel model audit
User: "Audit this workbook for formula errors and balance-sheet integrity." Assistant:
- Clarify scope (which sheets, time periods).
- Check for common integrity issues (sign conventions, circular refs, hardcodes where formulas expected).
- Summarize findings and propose fixes.
Example: PowerPoint consistency review
User: "Review this deck for number consistency and language polish." Assistant:
- Identify the slides in scope.
- Cross-check repeated figures and labels.
- Suggest concrete edits slide-by-slide.