Free guide: AI for Microsoft Excel, now a flipbook

Spreadsheets are where a lot of real work still happens: the month-end close, the payroll run, the supplier reconciliation, the report someone asked for by Friday. AI can help with all of it, if you know how to ask and how to check what comes back. We wrote a practical guide for exactly that, and you can read it free as a flipbook.

Read AI for Microsoft Excel

What the guide covers

AI for Microsoft Excel is a 25-page guide for people who work in Excel every day and want AI to make the hard parts easier. Each page takes one task, gives you a workflow, and ends with a copy-ready prompt and a "check the result" note. It covers:

• Getting started: choosing between Copilot in Excel, an outside AI assistant, Power Query and Python, preparing a workbook so the answers are useful, and writing a prompt that describes the real task.
• Formulas: building a formula from a business rule, debugging errors without hiding them behind IFERROR, dynamic summaries, and reconciling two files with explicit match rules.
• Clean data: finding duplicates, cleaning messy exports, handling dates, classifying comments, combining monthly files and joining files without multiplying rows.
• Analysis: PivotTables from business questions, dashboards that explain a variance, forecasting with a backtest, scenarios and Python in Excel.
• Automation: VBA and Office Scripts with Power Automate.
• Real workflows: an HR and payroll exception review and a repeatable month-end close review.

The examples are fictional and the formulas are written out in full, so you can try each one on a copy of your own workbook.

New in this version: checking the workbook

The guide keeps coming back to one idea: AI drafts the method, and you still have to prove the workbook is right. This version adds two pages at the end about Kixlogic Hero, an Excel add-in from the publisher of the guide that does that checking. It reads the open workbook and explains each problem it finds in plain English, and it runs inside Excel without sending the workbook anywhere. A table maps each "check the result" step in the guide to the Hero feature that handles it.

Why it is a flipbook

The guide reads like a book: you turn the pages, search the text, and click straight through to the Microsoft documentation linked on each technical page. It is also easy to keep current. When we added the Hero pages, we published a new version of the same flipbook, so the link above never changed. Anyone who had it already sees the new pages.

If you have a guide, manual or report that people should be able to read and search on any device, you can publish it the same way. See pricing to get started.