Bring together approved information from emails, files, calendars, meetings and spreadsheets
AI Business Benefit: Make Better-Supported Decisions
Use Streamline Intel Universal Prompts or approved AI assistants inside Excel to automatically create relevant PivotTables, interactive dashboards and management insight—then turn the results into verified reports, presentations, options and recommendations.
Exactly How Streamline Intel Delivers This Advantage
What delegates learn, do and produce during the course.
Each numbered step below states the practical capability taught by Streamline Intel, the business work delegates apply it to and the outputs they can produce. Relevant steps combine several of the nine modules and include reusable methods, automatic generation where supported, verification and human approval.
Research customers, competitors, suppliers, markets and business options using reliable sources
Clean and structure relevant spreadsheet information before analysis
Use Streamline Intel Universal Prompts to analyse figures, trends, variances, exceptions and risks
Use a Streamline Intel Universal Prompt to automatically generate relevant PivotTables, PivotCharts, slicers, timelines, KPIs and an interactive management dashboard from the supplied spreadsheet
Alternatively, use an approved AI add-in or AI assistant directly inside Excel to create and improve formulas, PivotTables, charts, dashboards and written insights where available
Convert the dashboard and supporting research into findings, implications, options and recommended actions
Automatically turn the completed analysis into a structured management report in Word and an executive presentation in PowerPoint where supported
Create a repeatable decision-support and management-reporting workflow that can be refreshed with new data
Verify source data, formulas, PivotTables, dashboard calculations and recommendations before management or professional approval
Explicit course coverage—built across several modules.
Streamline Intel teaches delegates how to complete these steps using ordinary business language, Universal Prompts, guided exercises, reusable Projects, configured AI work environments, basic AI assistants or agents, repeatable workflows, approved AI capabilities and relevant source information. Available features depend on the organisation's chosen platform, programme scope, subscriptions and permissions.