Stop making AI relearn your spreadsheet every time

In Part 1, Steven from Cumulus described Claude for Excel as "not like having an analyst, it's more like a VP." He built a P&L by channel, ran a unit economics & break-even analysis, answered questions by pointing directly to formulas in the model, and turned a 3-4 hour exercise into 30 minutes. He's back, and this time he goes deeper on the README file: how to build one so that AI actually references your data, your terms & your logic, and doesn't have to start fresh each time it opens a file. If you're in finance, merchandising, or planning, or use Excel frequently, this is the session for you.

Course

Replay - ⬛ AI in Excel with Steven, Part 2: The README File (30 min - 2/25)

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1 Chapter
2 Lessons