Moving on from that critical spreadsheet that kept existing despite its many problems and frustrations has never been easier. In this session, Anais walked through migrating a complex Excel document to Grist with the help of AI. She kept the good data, eliminated the frustrations, and improved the structure for long-term iteration and improvement.

Timestamps

00:20 What is MCP?
02:50 The example we’re building
07:00 The prompt we gave Claude
07:40 💡 How to structure your prompt
10:10 💡 Ask AI to use Python formulas
12:34 💡 Guide AI in your overall goals
14:08 A closer look at the Excel file
15:28 🧙‍♂️
20:40 Tips for working with AI
25:50 Checkpoint: data structure complete
26:38 💡 Let Claude finish before you edit
27:40 Same example, less prompting
30:42 How to add a custom widget
34:52 What Claude built

Useful links:

• GetGrist.com | Resources | Webinars: https://www.getgrist.com/webinars/
• Help Center: https://support.getgrist.com/
• Community Forum: https://community.getgrist.com/
• Discord: https://discord.gg/MYKpYQ3fbP
• Grist MCP: https://support.getgrist.com/mcp/