← Back to the program
Day 1 · Excel
KAMCO Invest × CODED

AI Foundations and Copilot in Excel

Learn what a large language model does and where it fails quietly. Then take a messy client file, make it readable for Copilot, ask it the right questions, and prove three findings on a dashboard.

Day 1 · 2026 9:00 AM – 4:00 PM KAMCO Invest, Kuwait

What the day is for

By 4:00 PM you leave with one file: a cleaned Meridian Capital workbook with a table Copilot can read, five formulas you can audit, and three verified findings on a dashboard sheet. That file is the whole day. Day 2 turns it into a presentation. The one habit that matters more than the tool is the three-step check: spot-check one number, ask where it came from, change one input.

Run of show

Six blocks of 50 minutes. A break after every block. The day ends at 4:00 PM.

  1. 1
    Block 1 — Cold open and foundations9:00
    A four-minute challenge on the raw file, then what AI is, what an LLM is, and the one mechanism behind both: it predicts the next word.
  2. Break9:50
  3. 2
    Block 2 — Limits, the tool, responsible use10:00
    What Copilot is good at, where it breaks, the three doors you meet it through, and what never goes into the box. Lab 1: would you paste it?
  4. Break10:50
  5. 3
    Block 3 — Getting what you asked for11:05
    What "verify" means, the three-step check, and CTFT: the four things the model cannot guess. Lab 2: repair four broken prompts.
  6. Lunch11:55
  7. 4
    Block 4 — Setup and cleaning12:40
    Why Copilot refuses the raw file, the four conditions, and a live before-and-after demo. Lab 3: make the file Copilot-ready, then clean it.
  8. Break13:30
  9. 5
    Block 5 — Formulas and summaries13:40
    Ask for the formula, not the number. Agent Mode, Plan with Copilot, and the three-step check on a real number. Lab 4: five questions, five formulas, one trap.
  10. Break14:30
  11. 6
    Block 6 — End-to-end14:45
    A PivotTable in one sentence and the three tests of a finding. Lab 5: three findings and one dashboard.
  12. Break15:35
  13. 7
    Close15:45
    Two findings from this room, what is in the file you saved, the four minutes again, and the hook for Day 2.

Before you start

  1. 1Sign in to Microsoft 365 with your KAMCO account.
  2. 2Download meridian-capital-RAW.xlsx and save it to your OneDrive.
  3. 3Turn AutoSave on.
  4. 4Confirm that the title bar shows OneDrive and not a local folder.
meridian-capital-RAW.xlsx meridian-capital-CHECKPOINT.xlsx
Meridian Capital is a fictional asset management firm. The data is invented. If the Copilot panel says that it cannot read your file, come back to these four steps first. Use the CHECKPOINT file only if your instructor tells you to.