Excel Meets AI: Smarter Sheets for Smarter Decisions

Spreadsheets can be simple, visual, and surprisingly creative—especially with AI.

Excel is still the backbone of planning for many small businesses. Paired with AI, it becomes a fast way to clean lists, analyze projects, and see what’s working.

What AI Can Do in Excel

• Summarize client feedback, invoices, or task status in plain language.

• Suggest formulas for profit, utilization, or turnaround time.

• Auto‑build charts to visualize busy seasons and ROI by channel.

Learn more about Excel’s AI direction with Microsoft Copilot: microsoft.com/microsoft-365/copilot

Automate Data Into Your Sheet

Use a form or CRM + Zapier to add new leads and bookings to a sheet automatically. Your dashboard updates itself—no copying and pasting.

Quick Wins for Creatives

• Shoot Tracker: date, client, location, fee, expenses, status, gallery link.

• Content Calendar: topic, asset link, platform, publish date, performance.

• Time Audit: categories of work to spot what to automate next.

Next Step

Download our free Starter Guide to map your first dashboard, or see our Systems Suite for a done‑with‑you build.