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// Official Anthropic Plugin

Claude for PowerPoint

Everything you need to install, configure and effectively use the Claude plugin in PowerPoint.

1
Open Microsoft AppSource from PowerPoint
In PowerPoint, go to the Home ribbon (Windows) or the Tools menu (Mac), then click Add-ins or Get Add-ins.
2
Search for "Claude by Anthropic"
In the add-ins store, search for Claude by Anthropic and click Add or Get it now.
3
Verify activation
The Claude panel should appear on the right side of your PowerPoint window. If it doesn't show up, go to Home → Add-ins and enable "Claude by Anthropic" in the list.
4
Sign in with your Claude account
Enter your Claude credentials (Pro / Max / Team / Enterprise). Each user signs in with their own account.
5
Final check
Test by typing a simple message in the Claude panel, for example:
Describe the structure of this presentation
⚠ Single file
Claude can only read the presentation that is currently open. Closed files and other documents are not accessible.
⚠ No cross-session history
Each time the panel is opened, it starts a fresh conversation. Context from the previous session is not retained.
⚠ Long decks (30+ slides)
For very long presentations with a long session, Claude may start a new conversation to avoid context overflow. The file remains intact.
⚠ Independent instructions per tool
Persistent instructions configured in PowerPoint do not affect Excel, and vice versa.
Q The Claude panel doesn't appear in my ribbon. What should I do?
First check that the add-in is enabled: Home → Add-ins (Windows) or Tools → Add-ins (Mac). If "Claude by Anthropic" is missing from the list, restart the installation from Microsoft AppSource. Make sure your PowerPoint version is compatible (build 16.0.13127+ on Windows, 16.46+ on Mac).
Q Claude modified my slides without my approval. Is that normal?
The plugin has protection against accidental overwriting: it warns you before overwriting existing content. Always read this warning. If a mistake occurs, use Ctrl+Z / Cmd+Z to undo — PowerPoint keeps the full undo history.
Q Is my data retained by Anthropic?
According to official Anthropic documentation, inputs and outputs are deleted within 30 days. No history is retained between sessions. Enterprise audit logs do not yet cover Claude for PowerPoint.
Q Can I use Claude with a template downloaded from the internet?
Not recommended. Unverified external files may contain malicious instructions (prompt injection) that Claude would execute on your deck. Use only validated internal templates or files whose content you fully control.
Q How do I configure instructions that automatically apply to every session?
Use the Instructions field in the Claude panel (gear icon). Instructions entered here apply to all your PowerPoint conversations without having to repeat them. Example: "Single-line bullets. Titles: max 6 words. Accent color #0070C0."
// Official Anthropic Plugin

Claude for Excel

Everything you need to install, configure and effectively use the Claude plugin in Excel.

1
Open Microsoft AppSource from Excel
In Excel, go to the Home ribbon (Windows) or the Tools menu (Mac), then click Add-ins or Get Add-ins.
2
Search for "Claude by Anthropic"
In the add-ins store, search for Claude by Anthropic and click Add or Get it now.
3
Verify activation
The Claude panel should appear on the right side of your Excel window. If it doesn't show up, check in Home → Add-ins that "Claude by Anthropic" is checked.
4
Sign in with your Claude account
Enter your Claude credentials (Pro / Max / Team / Enterprise). The plugin is tied to your individual account.
5
Final check
Test with a first message in the Claude panel:
Describe the structure of this workbook and the content of each sheet
⚠ Active workbook only
Claude can only read the workbook that is currently open. Other Excel files are not accessible.
⚠ No cross-session history
Each time the panel is opened, it starts a fresh conversation. No context is retained between work sessions.
⚠ Large files
For very large workbooks (many sheets, thousands of rows), Claude may have only a partial view of the data. Always specify the relevant cell range in your prompts.
⚠ Independent instructions per tool
Persistent instructions configured in Excel do not affect PowerPoint, and vice versa.
Q Can Claude read all the sheets in my workbook?
Yes, Claude has access to all sheets in the open workbook. For large workbooks, specify the sheet and data range in your prompt to get more accurate responses. Example: "On the 'Sales' sheet, analyze the data in range A1:F200."
Q Can Claude directly modify my Excel data?
Yes, Claude can write data, generate formulas and create structures directly in your workbook. It warns you before overwriting existing content. Use Ctrl+Z / Cmd+Z to undo an unwanted action.
Q Do formulas generated by Claude work in all versions of Excel?
Claude generates formulas tailored for Excel Microsoft 365. Some recent functions (XLOOKUP, FILTER, SORT, dynamic array formulas) are not available in Excel 2016 or 2019. Specify in your prompt: "generate a formula compatible with Excel 2019" if needed.
Q Is my confidential data safe?
Data sent to Claude is processed according to Anthropic's privacy policy. Inputs and outputs are deleted within 30 days. For sensitive data (customer data, HR data, regulated financial data), first verify that your internal data policy permits use of the plugin.
Q How do I set instructions that apply to all my Excel sessions?
Use the Instructions field in the Claude panel (gear icon). Example of useful instructions: "Always use named ranges in formulas. Generate VBA code compatible with Excel 365. Comment complex formulas in English."
// Reusable workflows

Office Skills

Skills are workflows you trigger in one click inside Claude for Excel or Claude for PowerPoint. Define them once, use them everywhere.

💡 Concept
A Skill is like a macro in plain language: describe once what Claude should do, then invoke it with a simple / in the panel — no need to retype instructions every session.
1
Invoke a Skill
In the Claude for Excel panel, type / to display available Skills. Select the one matching your need.
/ → list of available Skills
2
Default Skills
Several Skills are pre-installed: formula analysis, data audit, sheet cleanup, report generation. They run on the currently open workbook.
3
Combine Skills with prompts
After invoking a Skill, you can add further instructions to refine its behaviour for your specific context.
/audit then: "focus only on the Budget Q2 tab"
1
Invoke a Skill
In the Claude for PowerPoint panel, type / to display available Skills. Skills defined in Excel are also available in PowerPoint — defined once, accessible in both tools.
/ → list of available Skills
2
Useful Skills for PowerPoint
Common examples: presentation summary, simplifying a busy slide, checking visual consistency, rewriting content for a target audience.
3
Apply to one slide or the full deck
Specify in your invocation whether the Skill should act on the active slide or the entire presentation. Claude adapts accordingly.
/simplify: "apply only to slide 4"
1
Create a Skill from claude.ai
Go to claude.ai → Settings → Skills. Give your Skill a name, write the instructions in plain language, and save. It becomes immediately available in all your Office plugins.
2
Write effective instructions
Be precise about the context, expected output format and constraints. The better the Skill is described, the more consistently Claude executes it from session to session.
"Analyse the formulas in this workbook. Identify errors (#REF!, #VALUE!), circular references and hard-coded cells. Generate a structured report by tab."
3
Share a Skill with your team
On a Team or Enterprise account, Skills can be shared across the team from the admin settings. Each member finds them automatically in their plugins.
⚠ Skills scope
Skills only access the file currently open in Excel or PowerPoint. They cannot read other documents or external data that is not open.
📚 Full training
Go further: Office Skills Training — 9 modules to master creating, optimising and sharing Skills.
📋 Full catalog
See all skills in a searchable table: Skills Catalog →

Type / in the Claude panel to invoke any Skill listed below.

📊 Excel — Modelling 4
dcf-modelReal DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings, builds cash flow projections with WACC calculations, performs sensitivity analysis, and outputs professional Excel models.
3-statement-modelComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement). Use when asked to fill out model templates, complete existing model frameworks, or link integrated financial statements.
lbo-modelComplete LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. Fills in formulas, validates calculations, and ensures professional formatting.
comps-analysisBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.
🔧 Excel — Tools 4
audit-xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity).
clean-data-xlsClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns.
skillifyTurn a workflow into a reusable skill. Walks through what you want to automate, checks whether an existing skill already covers it, and drafts a SKILL.md for you to review.
skill-creatorCreate new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.
📑 PowerPoint 2
gr-ppt-templateApply the Groupe Rocher brand template when creating or editing PowerPoint presentations. Always use this skill when working with .pptx files to ensure brand consistency.
slide-compressorReduce slide count and visual density of a PowerPoint deck without losing content or breaking formatting. Audits, merges, condenses bullets, and offloads narrative to speaker notes.
💰 Finance / Accounting 8
finance/financial-statementsGenerate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis.
finance/journal-entryPrepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals, recording depreciation or amortization, posting revenue recognition adjustments, or documenting an entry for audit review.
finance/journal-entry-prepPrepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.
finance/reconciliationReconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use for bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying reconciling items.
finance/variance-analysisDecompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances.
finance/close-managementManage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
finance/audit-supportSupport SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies.
finance/sox-testingGenerate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control, building a testing workpaper template, or evaluating a control deficiency.
📊 Data & Analytics 10
data/analyzeAnswer data questions — from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend, comparing segments over time, or preparing a formal data report.
data/build-dashboardBuild an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI cards, turning query results into a shareable self-contained report.
data/create-vizCreate publication-quality visualizations with Python. Use when turning query results or a DataFrame into a chart, selecting the right chart type for a trend or comparison.
data/data-visualizationCreate effective data visualizations with Python (matplotlib, seaborn, plotly). Use when building charts, choosing the right chart type, creating publication-quality figures, or applying accessibility and color theory.
data/explore-dataProfile and explore a dataset to understand its shape, quality, and patterns. Use when encountering a new table, checking null rates and column distributions, spotting data quality issues.
data/sql-queriesWrite correct, performant SQL across all major data warehouse dialects (Snowflake, BigQuery, Databricks, PostgreSQL, etc.). Use when writing, optimizing, or translating SQL.
data/write-queryWrite optimized SQL for your dialect with best practices. Use when translating a natural-language data need into SQL, building multi-CTE queries, or getting dialect-specific syntax.
data/statistical-analysisApply statistical methods including descriptive stats, trend analysis, outlier detection, and hypothesis testing. Use when analyzing distributions, testing for significance, detecting anomalies.
data/validate-dataQA an analysis before sharing — methodology, accuracy, and bias checks. Use when reviewing an analysis before a stakeholder presentation, spot-checking calculations and aggregation logic.
data/data-context-extractor
💼 Sales 9
sales/account-researchResearch a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM.
sales/call-prepPrepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged with CRM, email, chat.
sales/call-summaryProcess call notes or a transcript — extract action items, draft follow-up email, generate internal summary.
sales/competitive-intelligenceResearch your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix.
sales/create-an-assetGenerate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context.
sales/daily-briefingStart your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged with calendar, CRM, and email.
sales/draft-outreachResearch a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM.
sales/forecastGenerate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis.
sales/pipeline-reviewAnalyze pipeline health — prioritize deals, flag risks, get a weekly action plan.
📣 Marketing 8
marketing/brand-reviewReview content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before/after fixes.
marketing/campaign-planGenerate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics.
marketing/competitive-briefResearch competitors and generate a positioning and messaging comparison with content gaps, opportunities, and threats.
marketing/content-creationDraft marketing content across channels — blog posts, social media, email newsletters, landing pages, press releases, and case studies.
marketing/draft-contentDraft blog posts, social media, email newsletters, landing pages, press releases, and case studies with channel-specific formatting and SEO recommendations.
marketing/email-sequenceDesign and draft multi-email sequences with full copy, timing, branching logic, exit conditions, and performance benchmarks.
marketing/performance-reportBuild a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations.
marketing/seo-auditRun a comprehensive SEO audit — keyword research, on-page analysis, content gaps, technical checks, and competitor comparison.
⚙️ Operations 9
operations/capacity-planPlan resource capacity — workload analysis and utilization forecasting. Use when heading into quarterly planning, deciding whether to hire or deprioritize.
operations/change-requestCreate a change management request with impact analysis and rollback plan. Use when proposing a system or process change that needs approval.
operations/compliance-trackingTrack compliance requirements and audit readiness. Use for SOC 2, ISO 27001, GDPR, or when tracking and documenting compliance activities.
operations/process-docDocument a business process — flowcharts, RACI, and SOPs. Use when formalizing a process that lives in someone's head.
operations/process-optimizationAnalyze and improve business processes. Use when a process is slow, has too many steps, or has a bottleneck to fix.
operations/risk-assessmentIdentify, assess, and mitigate operational risks. Use for risk registers, evaluating risks associated with a project, vendor, process, or decision.
operations/runbookCreate or update an operational runbook for a recurring task or procedure. Use when documenting a task that ops needs to run repeatably.
operations/status-reportGenerate a status report with KPIs, risks, and action items. Use when writing a weekly or monthly update for leadership.
operations/vendor-reviewEvaluate a vendor — cost analysis, risk assessment, and recommendation. Use when reviewing a new vendor proposal or deciding whether to renew a contract.
🛠️ Engineering 10
engineering/architectureCreate or evaluate an architecture decision record (ADR). Use when choosing between technologies, documenting a design decision with trade-offs and consequences.
engineering/code-reviewReview code changes for security, performance, and correctness. Trigger with a PR URL or diff.
engineering/debugStructured debugging session — reproduce, isolate, diagnose, and fix. Trigger with an error message or stack trace.
engineering/deploy-checklistPre-deployment verification checklist. Use when about to ship a release, deploying a change with database migrations or feature flags.
engineering/documentationWrite and maintain technical documentation. Trigger with 'write docs for', 'create a README', 'write a runbook'.
engineering/incident-responseRun an incident response workflow — triage, communicate, and write postmortem. Trigger with 'we have an incident', 'production is down'.
engineering/standupGenerate a standup update from recent activity. Use when preparing for daily standup, summarizing yesterday's commits and PRs.
engineering/system-designDesign systems, services, and architectures. Trigger with 'design a system for', 'how should we architect'.
engineering/tech-debtIdentify, categorize, and prioritize technical debt. Trigger with 'tech debt', 'what should we refactor', 'code health'.
engineering/testing-strategyDesign test strategies and test plans. Trigger with 'how should we test', 'test strategy for', 'write tests for'.
⚖️ Legal 9
legal/briefGenerate contextual briefings for legal work — daily summary, topic research, or incident response.
legal/compliance-checkRun a compliance check on a proposed action, product feature, or business initiative, surfacing applicable regulations and risk areas.
legal/legal-responseGenerate a response to a common legal inquiry using configured templates, with built-in escalation checks.
legal/legal-risk-assessmentAssess and classify legal risks using a severity-by-likelihood framework with escalation criteria.
legal/meeting-briefingPrepare structured briefings for meetings with legal relevance and track resulting action items.
legal/review-contractReview a contract against your organization's negotiation playbook — flag deviations, generate redlines, provide business impact analysis.
legal/signature-requestPrepare and route a document for e-signature — run a pre-signature checklist, configure signing order, and send for execution.
legal/triage-ndaRapidly triage an incoming NDA and classify it as GREEN (standard), YELLOW (counsel review), or RED (full legal review).
legal/vendor-checkCheck the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage.
👥 Human Resources 9
human-resources/comp-analysisAnalyze compensation — benchmarking, band placement, and equity modeling.
human-resources/draft-offerDraft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package.
human-resources/interview-prepCreate structured interview plans with competency-based questions and scorecards.
human-resources/onboardingGenerate an onboarding checklist and first-week plan for a new hire.
human-resources/org-planningHeadcount planning, org design, and team structure optimization.
human-resources/people-reportGenerate headcount, attrition, diversity, or org health reports.
human-resources/performance-reviewStructure a performance review with self-assessment, manager template, and calibration prep.
human-resources/policy-lookupFind and explain company policies in plain language. Trigger with 'what's our PTO policy', 'can I work remotely'.
human-resources/recruiting-pipelineTrack and manage recruiting pipeline stages. Trigger with 'recruiting update', 'candidate pipeline', 'how many candidates'.
🎨 Design 7
design/accessibility-reviewRun a WCAG 2.1 AA accessibility audit on a design or page. Check color contrast, keyboard navigation, touch target size, screen reader behavior.
design/design-critiqueGet structured design feedback on usability, hierarchy, and consistency.
design/design-handoffGenerate developer handoff specs from a design. Covers layout, design tokens, component props, interaction states, responsive breakpoints.
design/design-systemAudit, document, or extend your design system. Check naming inconsistencies, write component documentation, design new patterns.
design/research-synthesisSynthesize user research into themes, insights, and recommendations from interviews, surveys, usability tests, support tickets, or NPS responses.
design/user-researchPlan, conduct, and synthesize user research. Trigger with 'user research plan', 'interview guide', 'usability test'.
design/ux-copyWrite or review UX copy — microcopy, error messages, empty states, CTAs.
📦 Product 8
product-management/competitive-briefCreate a competitive analysis brief for one or more competitors or a feature area.
product-management/metrics-reviewReview and analyze product metrics with trend analysis and actionable insights.
product-management/product-brainstormingBrainstorm product ideas, explore problem spaces, and challenge assumptions as a thinking partner.
product-management/roadmap-updateUpdate, create, or reprioritize your product roadmap.
product-management/sprint-planningPlan a sprint — scope work, estimate capacity, set goals, and draft a sprint plan.
product-management/stakeholder-updateGenerate a stakeholder update tailored to audience and cadence.
product-management/synthesize-researchSynthesize user research from interviews, surveys, and feedback into structured insights.
product-management/write-specWrite a feature spec or PRD from a problem statement or feature idea.
🔍 SEO (SearchFit) 11
searchfit-seo/ai-visibilityAnalyze and improve how a brand appears in AI-generated responses (ChatGPT, Claude, Gemini, Perplexity).
searchfit-seo/broken-linksFind and fix broken links on a website or in a codebase.
searchfit-seo/content-briefGenerate a detailed content brief for a specific article or page.
searchfit-seo/content-strategyDevelop a content strategy for SEO and organic growth.
searchfit-seo/content-translationTranslate and localize website content for international SEO.
searchfit-seo/internal-linkingAnalyze and improve internal linking strategy for a website.
searchfit-seo/keyword-clusteringCluster and organize keywords into topical groups for SEO.
searchfit-seo/on-page-seoOptimize a specific page for on-page SEO.
searchfit-seo/schema-markupGenerate JSON-LD structured data / schema markup for web pages.
searchfit-seo/seo-auditRun a comprehensive SEO audit on a website or codebase.
searchfit-seo/technical-seoPerform a technical SEO audit on a website or codebase.
🌐 Bright Data 10
brightdata-plugin/scrapeScrape web content as clean markdown/HTML/JSON via the Bright Data CLI.
brightdata-plugin/searchSearch the web via the Bright Data CLI — Google/Bing/Yandex SERP or semantic web discovery.
brightdata-plugin/data-feedsExtract structured data from 40+ supported platforms (Amazon, LinkedIn, Instagram, TikTok, YouTube, Reddit, etc.).
brightdata-plugin/scraper-builderBuild production-ready web scrapers for any website using Bright Data infrastructure.
brightdata-plugin/scraper-studioBuild and run AI-generated Bright Data scrapers from the terminal.
brightdata-plugin/brightdata-cliGuide for using the Bright Data CLI to scrape, search, extract structured data, manage proxy zones, and check account budget.
brightdata-plugin/bright-data-best-practicesBuild production-ready Bright Data integrations with best practices for Web Unlocker, SERP API, Web Scraper API, and Browser API.
brightdata-plugin/brd-browser-debugDebug Bright Data Scraping Browser sessions using the Browser Sessions API.
brightdata-plugin/design-mirrorReplicate the visual style of any website and apply it to your existing codebase.
brightdata-plugin/seo-auditAudit SEO using live web data via the Bright Data CLI for accurate detection of JS-injected schema, hreflang, canonicals, and SERP checks.
🎯 Customer Support 5
customer-support/ticket-triageTriage and prioritize a support ticket or customer issue.
customer-support/draft-responseDraft a professional customer-facing response tailored to the situation and relationship.
customer-support/customer-escalationPackage an escalation for engineering, product, or leadership with full context.
customer-support/customer-researchMulti-source research on a customer question or topic with source attribution.
customer-support/kb-articleDraft a knowledge base article from a resolved issue or common question.
🔗 Common Room 6
common-room/account-researchResearch a company using Common Room data.
common-room/call-prepPrepare for a customer or prospect call using Common Room signals.
common-room/compose-outreachGenerate personalized outreach messages using Common Room signals.
common-room/contact-researchResearch a specific person using Common Room data.
common-room/prospectBuild targeted account or contact lists using Common Room's Prospector.
common-room/weekly-prep-briefGenerate a comprehensive weekly briefing for all external calls in the next 7 days.
🔎 Enterprise Search 5
enterprise-search/searchSearch across all connected sources in one query. Find decisions, documents, or discussions across chat, email, cloud storage, project trackers.
enterprise-search/digestGenerate a daily or weekly digest of activity across all connected sources.
enterprise-search/knowledge-synthesisCombines search results from multiple sources into coherent, deduplicated answers with source attribution.
enterprise-search/search-strategyQuery decomposition and multi-source search orchestration. Breaks natural language questions into targeted searches per source.
enterprise-search/source-managementManages connected MCP sources for enterprise search. Detects available sources, guides users to connect new ones.
✅ Productivity 4
productivity/startInitialize the productivity system and open the dashboard. Use when setting up the plugin for the first time.
productivity/task-managementSimple task management using a shared TASKS.md file.
productivity/memory-managementTwo-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language.
productivity/updateSync tasks and refresh memory from your current activity.
☁️ Cloudinary 2
cloudinary/cloudinary-docsLooks up implementation details in the latest Cloudinary docs via llms.txt. Use for image/video uploads, optimization, transformations, SDKs, APIs.
cloudinary/cloudinary-transformationsCreate and debug Cloudinary transformation URLs from natural language instructions.
🏪 Small Business 15
small-business/monday-briefGenerates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos.
small-business/friday-briefDelivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches.
small-business/plan-payrollForecasts cash, ranks overdue invoices, and stages reminders so the owner can confidently run payroll.
small-business/close-monthCloses the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet.
small-business/call-listRanks the top-5 leads most worth calling today, supplies talking points, blocks time on the calendar.
small-business/crm-cleanupScans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves.
small-business/customer-pulse-checkSynthesizes themes from disputes, tickets, and reviews into a top-3 fixable issues list with drafted response templates.
small-business/sales-briefSurfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief.
small-business/run-campaignRuns an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send.
small-business/review-contractReviews a contract in plain English, surfaces red flags with severity ratings, and produces marked-up redlines.
small-business/tax-prepPrepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet.
small-business/price-checkProduces a margin-by-product table and three pricing-scenario data views.
small-business/quarterly-reviewGenerates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks.
small-business/month-heads-upRuns on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end.
small-business/handle-complaintHandles an incoming customer complaint end-to-end — pulls context, drafts a response, and suggests an operational fix.
🧬 Bio-Research 6
bio-research/startSet up your bio-research environment and explore available tools.
bio-research/instrument-data-to-allotropeConvert laboratory instrument output files (PDF, CSV, Excel, TXT) to Allotrope Simple Model (ASM) JSON format or flattened CSV.
bio-research/nextflow-developmentRun nf-core bioinformatics pipelines (rnaseq, sarek, atacseq) on sequencing data.
bio-research/scientific-problem-selectionHelp with research problem selection, project ideation, troubleshooting stuck projects, or strategic scientific decisions.
bio-research/scvi-toolsDeep learning for single-cell analysis using scvi-tools. Data integration, batch correction, ATAC-seq, CITE-seq, spatial transcriptomics.
bio-research/single-cell-rna-qcPerforms quality control on single-cell RNA-seq data (.h5ad or .h5 files) using scverse best practices with MAD-based filtering.
🟠 Sanity 6
sanity-plugin/sanity-best-practicesSanity development best practices for schema design, GROQ queries, TypeGen, Visual Editing, images, Portable Text, Studio, localization.
sanity-plugin/content-modeling-best-practicesStructured content modeling guidance for schema design, content architecture, content reuse, references vs embedded objects.
sanity-plugin/content-experimentation-best-practicesContent experimentation and A/B testing guidance covering experiment design, hypotheses, metrics, sample size, statistical foundations.
sanity-plugin/portable-text-conversionConvert HTML and Markdown content into Portable Text blocks for Sanity.
sanity-plugin/portable-text-serializationRender and serialize Portable Text to React, Svelte, Vue, Astro, HTML, Markdown, and plain text.
sanity-plugin/seo-aeo-best-practicesSEO and AEO best practices for metadata, Open Graph, sitemaps, robots.txt, hreflang, JSON-LD structured data, EEAT.
// Learn Claude

Training & Claude Resources

Official training, documentation and resources to understand Claude's capabilities and use it effectively beyond Office plugins.

🎓
Official Anthropic Training
Anthropic-certified training courses — start with Claude 101 if it's your first time.
🧠
Complex reasoning

Claude can analyze multi-step problems, compare options and reason in a structured way. Ideal for data analysis or structuring presentations.

Relevant for → Excel & PowerPoint
💬
Long context window

Claude can process long documents all at once. For large Excel workbooks or 30+ slide decks, specify the relevant range or section for optimal results.

200,000 token context
🌍
Native multilingual

Claude understands and generates content in English, French and many other languages without loss of quality. Use whichever language you are most comfortable with.

No need to write in English
🔒
Constitutional model

Claude is trained according to strict safety principles (Constitutional AI). It will refuse certain requests deemed inappropriate and will clearly indicate its limits.

Anthropic Constitutional AI
✏️
Generation and transformation

Claude excels at transforming existing content: summarizing, rephrasing, adapting tone, translating, structuring. Give it raw content and a precise instruction.

Relevant for → PowerPoint
💻
Code generation

Claude generates VBA code, complex Excel formulas, Python for data analysis and many other languages. Always verify generated code before running it.

Relevant for → Excel (VBA)
1
Be precise and quantified. "Summarize in 3 bullet points of fewer than 15 words each" is far more effective than "summarize". Give measurable constraints: number of items, length, expected format.
2
Provide context about your audience. Claude adapts its level of detail and vocabulary based on the audience you describe. "For non-technical executives" radically changes the style of the response.
3
Describe the expected result, not the action. Rather than "make a chart", say "create a native PowerPoint line chart showing the monthly trend, with the following values: [data]". The more the result is described, the better Claude can achieve it.
4
Iterate rather than asking for everything at once. A complex prompt can be broken down into several exchanges. Start with the structure, adjust, then refine the details. Claude retains the conversation context.
5
Use persistent instructions for your habits. Anything you repeat from one prompt to the next (format, tone, constraints) should be in the Instructions field of the Claude panel. This frees up your prompts for the actual content.
6
Always verify numerical data. Claude can hallucinate statistics, rounded figures or references. For any important number in a deliverable, cross-check with the original source before sharing.