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How Tech Savvy Are You?

12 questions, 3 minutes. Score yourself across Excel & data, automation & AI, security, and cloud collaboration — and see how you compare.

1 A client sends a 40,000-row CSV that needs cleanup before analysis. You…
2 How do you combine data from multiple worksheets or files?
3 Your month-end reporting package is…
4 How often do you use an AI assistant (ChatGPT, Claude, Copilot) for work tasks?
5 A repetitive multi-step task (download, rename, log, email) crosses your desk weekly. You…
6 Your comfort explaining what AI can and can't safely do with client data:
7 Your password situation is…
8 A client emails asking you to change their bank details for a disbursement. You…
9 How do you send documents with SSNs or account numbers?
10 Where do your working files live?
11 When you collaborate on a workbook with a colleague, you…
12 Your video-meeting toolkit (Teams/Zoom) usage looks like…

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