Live Webinar
September 29, 2026 1:00 PM
Claude 101 for Finance Teams
Four workflows you can put to work this week: scheduled briefs, connected data, cleanup that logs its own changes, and Claude working inside your Excel model. Live demos, no code, no hype.
Register to save your seat. We will email you the recording too.
Everyone has the same model. Very few teams have a workflow.
Most finance teams have tried Claude. Fewer have made it part of the week: the Monday pacing brief that writes itself, the export that arrives clean, the model question answered inside the workbook instead of a chat window.
In this live 45-minute session, Drivepoint CEO Austin Gardner-Smith closes that gap with four demos you can copy, run on a realistic (and clearly fictional) consumer brand. Built for finance leaders, controllers, FP&A analysts and founder-operators who live in Excel and want AI to do the manual 80% so they can spend their time on the strategic 20%.
Register even if you can't attend live. Every registrant gets the recording, the four-workflow checklist and all demo prompts.
- A recurring brief that runs without you. Build a scheduled task and turn a one-off analysis into a shareable artifact that refreshes instead of being rebuilt.
- Data sources connected the right way. Connect Drive, Slack, email and more, ask cross-source questions, and set permissions so the whole team can trust what is connected.
- A cleanup process with an audit trail. Turn a messy marketplace or 3PL export into a tidy table, get every transformation logged, and see how to tackle SKU mapping across Shopify, Amazon, retail and your GL.
- Claude inside Excel. Explain formulas, catch hard-codes, and build a sensitivity table in your own model, with a review step before anything is accepted.
