Foundation Route

How to Use an Excel AI Assistant to Work Faster

You don't need to Google every formula. This 10-step route shows you how to use ChatGPT as your Excel AI assistant for formulas, data cleanup, and dashboards.

10 steps ~1h 30min For all professionals Free

An Excel AI assistant, typically ChatGPT or Copilot for Microsoft 365, lets you describe what you want in plain language and get working formulas, pivot table setups, and data cleaning steps back in seconds. Instead of searching Stack Overflow for a VLOOKUP fix, you describe the problem and get the exact formula for your column layout. At aidowith.me, the Tables, Plans & Checklists route covers this in 10 steps (~1h 30min). You'll build formulas, clean a messy dataset, set up a pivot table, and create a simple dashboard, all by describing what you need to ChatGPT. Users typically cut their Excel troubleshooting time by 60-70% after completing the route. The formula request format you build in step 1 is the core skill, it works for any formula type and keeps producing working results without debugging.

Last updated: April 2026

The Problem and the Fix

Without a route

  • Googling Excel formulas takes 10-20 minutes per problem and often gives you a formula that doesn't match your exact column layout.
  • Microsoft Copilot for Excel requires a M365 Business subscription ($22/seat/mo), ChatGPT as an Excel AI assistant works on the free plan.
  • Most Excel AI tutorials focus on one feature, the route covers the full workflow: formulas, data cleanup, pivot tables, and dashboards in one sitting.

With aidowith.me

  • The route's formula request format, 'I have [column layout], I want to [goal], give me the formula', produces exact, working formulas 90% of the time without debugging.
  • Step 5 covers the 6 most time-consuming Excel tasks where ChatGPT saves the most time: VLOOKUP vs XLOOKUP, nested IFs, date calculations, conditional formatting rules, pivot table setup, and chart formatting.
  • You'll finish the route with a personal Excel prompt library, 10 tested prompts for your most common tasks, ready to reuse without rewriting.

Who Builds This With AI

Marketers

Content, campaigns, and briefs done in hours instead of days.

Sales & BizDev

Prep calls, draft outreach, research prospects in minutes.

Managers & Leads

Reports, presentations, and team comms handled faster.

How It Works

1

Set up your Excel AI assistant workflow

pick up the formula request format that gets working output from ChatGPT. Practice on 3 real formulas from your current work, VLOOKUP, a nested IF, and a date calculation.

2

Clean a messy dataset with AI help

Describe your data cleanup problem to ChatGPT in plain language. Get back the specific formulas and steps needed, no Excel certification required.

3

Build a dashboard by describing what you want

Use ChatGPT to generate pivot table setup instructions and chart recommendations based on your data. The route covers the 3 dashboard elements that make data actionable.

Use ChatGPT as your Excel AI assistant starting today

Join the waitlist at aidowith.me and get early access to the Tables, Plans & Checklists route. 10 steps, ~1h 30min, formulas that work on the first try.

Start This Route →

What You Walk Away With

Set up your Excel AI assistant workflow

Clean a messy dataset with AI help

Build a dashboard by describing what you want

You'll finish the route with a personal Excel prompt library, 10 tested prompts for your most common tasks, ready to reuse without rewriting.

"I used to spend 30-40 minutes debugging Excel formulas. Now I describe what I need to ChatGPT and have a working formula in 2 minutes. My whole team uses this approach now."
- Financial analyst, consulting firm

Questions

For most users, ChatGPT (free tier) works well for formula generation, data cleanup prompts, and dashboard planning. Microsoft Copilot integrates directly into Excel but requires a paid M365 Business subscription at $22/seat/month. The route covers both approaches in step 2 and helps you decide which fits your workflow. ChatGPT is the recommended starting point if you're not already on M365.

Yes, with the right prompt format. The key is providing your column layout and the goal in plain language, for example, 'Column A has customer names, column B has sales figures, I want to sum sales for a specific customer.' The route's formula request template produces working formulas about 90% of the time on the first try. The other 10% need one follow-up clarification, which the route covers in step 3.

Yes. Every formula and workflow in the route works in Google Sheets with minor syntax adjustments. When asking ChatGPT, specify 'Google Sheets' instead of 'Excel' and it adapts the output automatically. The main difference is XLOOKUP, which isn't available in Sheets, the route's step 8 covers the INDEX/MATCH equivalent. Everything else, including pivot tables and conditional formatting, works identically.