Why I ditched Copilot for Claude in Word, Excel, and PowerPoint - and how you can, too

3 hours ago 8
Claude AI successful  PowerPoint
Lance Whitney/ZDNET

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Microsoft 365 users who request immoderate AI-powered assistance with their files person a mates of options. As agelong arsenic you subscribe to a program that includes Copilot, you tin pat into Microsoft's AI to assistance you draft, edit, analyze, and summarize your files. Another enactment present disposable is Anthropic's Claude, and that's 1 worthy considering.

With Claude AI, you're capable not lone to enactment successful a azygous exertion but besides to enactment crossed aggregate applications. For example, you tin inquire Claude to make a PowerPoint presumption based connected information successful an Excel spreadsheet oregon make a Word papers based connected accusation from a PowerPoint presentation.

Also: How to larn Claude Code for escaped with Anthropic's AI courses - 1 took maine conscionable 20 minutes

As usual, determination are a fewer requirements. First, you request a paid Claude program (Pro, Max, Team, oregon Enterprise). That means escaped accounts aren't supported. Second, you should person a Microsoft 365  subscription. Third, you request the add-ins for Word, Excel, PowerPoint, and Outlook, each of which you tin download from the Microsoft Marketplace. Despite the request for Microsoft 365, the add-ins are expected to enactment successful the 2016 variation oregon aboriginal (Windows and Mac) and the web versions of Word, Excel, and PowerPoint.

Claude besides offers an add-in for Microsoft Outlook. But here, I decided to absorption conscionable connected the 3 halfway Office productivity applications. Since I person a Microsoft 365 Family program and a Claude AI Pro subscription, I met the requirements. With that successful mind, I precocious took Claude AI for a rotation crossed Microsoft 365 to spot however it fared. Here's what happened.

How I usage Claude with Word, Excel, and PowerPoint

What you need: To get started, I archetypal had to download the assorted add-ins. For Word, Excel, and PowerPoint, you tin download each add-in separately, depending connected which ones you want. Alternatively, you tin download the Claude for Microsoft 365 add-in to entree them each successful 1 shot.

Set up   the add-ins
ZDNET's cardinal takeaways

An icon for Claude is added to the ribbon of each of the 3 applications. You're prompted to motion successful to Claude to activate the AI. The broadside pane past opens, allowing you to enactment with Claude successful immoderate document, spreadsheet, oregon presentation. To unfastened Claude successful the broadside pane successful the future, conscionable click its icon connected the ribbon.

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Activate the add-ins
Screenshot by Lance Whitney/ZDNET

To dive successful here, I archetypal started with a elemental task. I opened 1 of my articles successful Word and asked Claude to proofread and copyedit it. In response, the AI highlighted 8 suggested corrections oregon changes that I could reappraisal 1 by one.

Also: I tested ChatGPT vs. Claude to spot which is amended - and if it's worthy switching

Each proposition was accompanied by an explanation. Clicking a proposition showed maine the corresponding substance successful the document. I could past OK each alteration 1 by 1 oregon use each of the suggestions successful 1 shot. The suggested changes were each valid and included mistakes that Word's built-in exertion was incapable to find.

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Ask Claude to copyedit a Word document
Screenshot by Lance Whitney/ZDNET

Next, I turned to Excel. Here, I opened a spreadsheet with a monthly fund and expenses for antithetic categories. I asked Claude to make a pastry illustration based connected the totals. The AI not lone created the illustration but besides added columns showing the class and the full truthful I could easy comparison it with the chart.

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Ask Claude to make  a illustration  successful  Excel
Screenshot by Lance Whitney/ZDNET

My adjacent halt was PowerPoint. Here, I asked Claude to spruce up a presumption that I felt looked boring. The AI questioned my usage of the word "spruce up," telling maine that the wording was vague. Claude past analyzed not conscionable the look but the contented of the presentation, suggesting that the operation was coagulated but the visuals were flat. 

It asked maine however dense a ocular makeover I wanted -- light, medium, oregon heavy. I told it to spell with the dense approach. Claude past told maine what it planned connected doing and asked for approval, which I gave.

Also: I compared however Gemini, ChatGPT, and Claude tin analyse videos - this exemplary wins

Along the way, the AI kept maine abreast of what it was doing and asked for support to marque definite changes. In the end, Claude updated the taxable for the full presumption with a warmer and much appealing look. The full process took a portion arsenic Claude was cautious each measurement of the way. But successful the end, I was rather blessed with the results.

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Ask Claude to spruce up   a PowerPoint presentation
Screenshot by Lance Whitney/ZDNET

For my adjacent and last task, I asked Claude to make a papers successful Word based connected the accusation successful a PowerPoint presentation, the aforesaid 1 the AI had conscionable spruced up. For this, I opened some the presumption and a blank papers successful Word and submitted my request. In response, Claude generated and formatted the document, included each the accusation from PowerPoint, and added immoderate flair to the text.

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Ask Claude to enactment    with 2  antithetic  applications
Screenshot by Lance Whitney/ZDNET

Overall, I was precise impressed with the enactment Claude did crossed the full Microsoft 365 suite. I typically debar utilizing AI successful my documents and files, arsenic I've been disappointed with the efforts of Copilot successful the past. But with this caller integration, I'll support Claude useful successful Word, Excel, and PowerPoint, knowing that I tin usage it easy and effectively.

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