Go from raw files to usable insight with AI, using prompts, an SOP, a first-workflow checklist and a human in the loop.
Spreadsheets absorb hours of repetitive data work before any insight appears. Showing your team what an AI-assisted workflow could look like is easier with slides that already tell the story. This deck gives you that story and the tools to start small.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on spreadsheet-to-insight workflows with AI. It shows five finance case studies, a prompt pack, an SOP and a first-workflow checklist, plus an action ladder and human-in-the-loop guidance. It suits finance and admin staff who live in spreadsheets.
Chapter 1 describes the spreadsheet struggle, from the hidden cost of manual work to the need for speed and accuracy. Chapter 2 defines a spreadsheet-to-insight workflow, from raw data to a decision, and lists AI capabilities such as data extraction, reconciliation and anomaly spotting.
Chapter 3 gives five case studies in different corners of finance: loan origination, portfolio management, month-end spreading, invoice processing and financial modelling. They illustrate vendor-reported results and give you a feel for where AI sits inside familiar tools. Chapter 4 lists example tools and then the prompt pack, which separates general prompts, such as finding anomalies or summarising findings, from specific prompts, such as extracting invoice numbers or reconciling two datasets.
The practical documents come next: an SOP for implementing an AI workflow, from defining the goal and identifying data sources onwards, and a checklist for your first workflow that includes testing on sample data and a review process. Chapter 5 offers a step-by-step action plan and a ladder metaphor, with slides on human-in-the-loop oversight. The deck ends by looking at how roles evolve and how to build a data-driven culture.
Tap a slide to enlarge it.
Have each person choose one low-risk task, then fill in the checklist together.
Use the prompt pack slides to practise turning a general request into a specific, testable prompt.
Use the cost, case-study and ROI slides to explain why you are piloting an AI workflow and what controls surround it.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit the SOP and checklist to fit your workflow. The checklist is on slide 27.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not financial, legal or compliance advice. AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of AI for Finance and Admin Professionals, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Mastering Compliance Red Flags with AI; AI Guardrails for Sensitive Data; AI for Expense Categorization Review; Accounts Receivable Follow-Ups with AI; Board Note Drafting Support with AI; Budget Narrative Drafting with AI; Finance FAQ Assistants with AI; Policy Interpretation with AI; Variance Analysis Summaries with AI.
Both. The struggle, case-study and culture chapters present well to a team, while the prompt pack, SOP and checklist are for anyone ready to try a first workflow.
None in particular. It names several example AI tools for context, but the prompts, SOP and checklist are tool-neutral and written for non-technical users.
Yes. Slides on human-in-the-loop, and checklist items on testing with sample data and setting a review process, are there to help you verify results. AI output should always be checked by a person before use.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, for example one spreadsheet task to automate and a review date.
Bodhih Training delivers live corporate programmes on data literacy, spreadsheet skills and practical AI use.
A complete workshop on the topic.
A complete workshop on the topic.
A certification pathway on this topic.
A practical PDF playbook.
