Video coming soonExcel Automation Agent
An agent that collects Excel files in a different format from each department, cleans them up, consolidates them, and turns them into a report. The course covers how to hand the whole weekly Excel consolidation job over to it.
What makes this course different
- The real development process as it happened — what worked and where we got stuck
- Not a tour of tools, but the whole flow of automating one job from start to finish
- By the end, you can apply the same method to your own work
Curriculum
CHAPTER 1
Getting started with Claude Code
- Installation, sign-in, and your first conversation
- Handing files and the terminal over to the AI
- Building your first automation
CHAPTER 2
Breaking down the work
- What works without formulas or macros, and what doesn't
- The structure of repetitive cleanup and consolidation work
- Deciding what to automate and what people keep doing
CHAPTER 3
Building the agent
- Reading and cleaning files with inconsistent formats
- Validation rules that filter out bad data
- Producing transaction statements and status reports automatically
CHAPTER 4
Finishing with operations
- Making it run on its own every week
- Having it tell you when something fails
- How to extend it to the next task
Practice materials
We use a real-world scenario as is: consolidating reports in all kinds of formats into a single team template.
Your instructor
yaap founder
The founder builds agents hands-on and still runs them today. The course teaches what came from building automation with real money and responsibility on the line, not classroom examples.
Frequently asked questions
Do I need to know how to code?
No. We start with installing Claude Code, and the AI writes the code. You learn how to decide what to ask it to do.
Can we learn with the Excel templates we use?
Yes. When you apply, share the template you actually use (with sensitive information removed) and we will build the exercises around that file.
Where is it held?
We come to you. Just tell us the meeting room and the number of people.