How can Claude help?
Open the brief in Word and start the memo from our firm template.
CLAUDE FOR MICROSOFT 365
Work without the window shuffle
Claude works inside Excel, PowerPoint, Word, and Outlook. Start in your inbox, end in the deck. It remembers everything in between.
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Claude for Excel
Ask about any cell, update assumptions without breaking formulas, and build models from scratch.
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Claude for PowerPoint
Build slides in your template, edit what you've selected, and generate native charts and diagrams.
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Claude for Word
Edit with tracked changes, respond to comment threads, and update content using company styles.
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Beta
Claude for Outlook
Triage your inbox in one prompt, draft replies that wait for you to send, and find time across calendars.
How teams use Claude for Microsoft 365
Turn an email into a deliverable
Triage email, open the brief in Word, build the model in Excel, make the PowerPoint deck, draft the review invite. Context carries across each step.
Clear your inbox before the meeting
Ask Claude what needs your attention, get replies drafted for a few quick wins, and open the brief from your inbox. The context comes with it into Word.
Build a model from a brief
Ask Claude to build the model behind your Word brief. It opens Excel, pulls the numbers from the doc, and builds real formulas across multiple tabs.
Draft in your template
Point Claude at a brief, a dataset, or a thread. It drafts sections in your heading styles, populates tables in place, and keeps your numbering intact.
The Claude you trust, inside Microsoft 365
Every edit is reviewable
Tracked changes in Word, highlighted cells in Excel, drafts that wait in Outlook. Nothing goes out or gets saved until you say so.
Your templates and formatting
Claude uses your rules, whether for slide masters, heading styles, formula structures, or numbering so you stay on brand.
Enterprise security, built in
Sign in with a Claude account, or connect through your existing cloud provider. Works within your existing compliance framework.
Blog post
Claude for Excel, PowerPoint, and Word are now generally available on all paid plans, with Claude for Outlook joining in beta.
What customers are saying
“Claude enables a seamless transition from rough ideas to polished, branded deliverables across presentation, document and spreadsheet applications without disrupting the workflow. That end-to-end consistency has been a significant time-saver, especially when quality, formatting, and speed all matter.”
Vivek Kulkarni, US AI Transformation Leader
“Claude in Excel allows my teams to build an initial version of complex models faster, enabling them to focus on refining the model, pressure testing inputs and assumption, and exploring more scenarios and trade-offs. This helps us have richer and deeper discussions with our clients earlier.”
Gene Rapoport, Head of Private Equity AI Practice
“Claude for M365 is being rapidly adopted by ServiceNow. Claude does the work in Excel itself, instead of asking us to move content between tools, driving step change in productivity.”
Rajeev Sethi, GVP Enterprise Technologies
“We can instruct Claude to build a style guide from an executive's prior written communications so our EAs can draft their emails in their voice. That's high-leverage work the team would never have time to set up by hand.”
Ben Letalik, Sr. Director, Digital Transformation & Innovation
“Our investment professionals live in data and analytical models, and Claude for Excel meets them there. Analysts are using it to build and update coverage models, separate signal from noise, and pressure-test their work — all with a step-change in efficiency.”
Atte Lahtiranta, Head of Core Engineering
Core capabilities across the apps you use every day
One conversation across all your apps
Context carries from Outlook to Word to Excel to PowerPoint. Change one thing, and every open file catches up.
Deploy through your preferred cloud
Connect through Microsoft Foundry, Amazon Bedrock, or Google Cloud Vertex AI credentials.
Bring any document into the conversation
Drop a PDF or doc into any sidebar. Claude reads it alongside your open file and references it in other apps.
Turn workflows into Skills
When a process is right, save it as a skill. The team can use it the same way in all four apps.
Type or talk, whichever is faster
Use dictation to talk to Claude in a sidebar instead of typing.
Access connectors
Pull context from outside sources directly from the sidebar.
FAQ
Claude for Excel, PowerPoint, and Word are generally available on all paid Claude plans. Claude for Outlook is in beta on all paid plans.
Yes. Claude for Microsoft 365 is available on Amazon Bedrock, Google Cloud Vertex AI, and Microsoft Foundry.
Yes. Claude inherits your heading styles, slide masters, formula conventions, and numbering. Edit one section without disturbing the rest.
No. Drafts and calendar invites open in Outlook's native compose form and wait for you to click send.