• AI in Excel/Google Sheets: formula assistance, data cleaning, analysis
• Connected AI for:
  • Turning raw data into narrative summaries
  • Generating charts and visualization recommendations
  • Spotting anomalies and outliers
  • Explaining complex datasets in plain language
• What AI can't reliably do: complex financial modeling, custom calculations with business logic
• Role-specific data workflows:
  • Financial Analyst: variance analysis, trend reporting
  • Claims Analyst: claims volume analysis, pattern detection
  • Operations Manager: KPI tracking, resource allocation analysis