The Modern Excel AI Stack

The Modern Excel AI Stack is a low-pressure monthly resource that helps you stay confident and current with AI in Excel.

Each month you get:

• A short video on what actually matters in Excel + AI
• One practical asset (dataset, template, prompt sheet, or mini-project)
• Access to a growing set of quick wins using Python in Excel, Copilot, and modern Excel tools

This is not a big course or a noisy community.
It’s a calm, focused system designed for real Excel users who want clarity without feeling overwhelmed.

January 2025 Release Notes (preview)

I know it’s early — it’s only early December — but I wanted to ship this month’s resources before the holidays hit! And this month is all about prompt patterns.

If you’ve ever wondered why some Copilot prompts give you exactly what you want… while others go completely sideways… this month’s module is going to make everything click. We’re breaking down the six core prompt patterns that actually matter for Excel users (zero-shot, one-shot, multishot, reasoning, chaining, and negative prompting) and how each one shapes Copilot’s output.

What you’re getting this month

• A full video walkthrough where I break down each pattern, show you how it behaves inside Excel, and demonstrate when to use which one.
• A printable cheatsheet summarizing all six patterns so you can reference them quickly while you work.
• A practice dataset so you can follow along with me, test each pattern yourself, and see how subtle changes in your phrasing completely change Copilot’s response.

This module is designed to give you intuition for prompting, not rigid rules. Think of it like learning formulas in Excel: once you see the structure behind things, everything gets smoother, faster, and way more predictable.

This push is all about helping you build that structure.

December 2025 Release Notes

Here’s what’s new inside The Modern Excel AI Stack this month. If you’re thinking about joining, this gives you a sense of the structure, the vibe, and the kind of support you’ll find inside the membership.

AI in Excel: Your First 30 Days

A simple, low-pressure reading plan designed to get you oriented without needing to commit to a full course. You’ll find one short blog post per day, each introducing an idea, a tool, or a workflow that matters for modern Excel.

You can follow it daily or skim it all at once, whatever feels right for your pace and schedule.

Stack Module 1: Python in Excel Quick Wins

The first technical module is now live with 15 short videos, each focused on a practical quick win.

Every video comes with a matching workbook so you can try things at your own speed. It’s designed to help you feel comfortable with Python in Excel without overwhelm or pressure.

Welcome Walkthrough Video

This guided tour shows you the entire Modern Excel AI Stack from the top down.

You’ll see each slice of the stack illustrated with screenshots and examples from my blog so you can understand how everything fits together.

Reading Guide: Explore the Stack at Your Own Pace

You’ll also find a companion reading guide in the Templates & Downloads section.

It links out to posts that go deeper into Python in Excel, Copilot, Power Query, Office Scripts, and more, perfect if you prefer structured reading over video.