Install the Microsoft Office extension

Open the Microsoft Office Store

Go to the Cassidy Microsoft Office extension in the Microsoft Office Store.

Start the installation

Sign in to Microsoft

If you’re not already signed in, you’ll be prompted to log in to your Microsoft account before continuing.

Confirm your account

A confirmation dialog shows your account information. Verify you’re signed in with the correct account and click Get it now. Click Edit your details if you need to make changes.

Accept the installation

A dialog asks if you’d like to install Cassidy for Word, Excel, and PowerPoint. Click Continue to proceed.

Access the extension

Once installed, you’ll see the Cassidy icon in the toolbar of Word, Excel, and PowerPoint. You can also find it through each app’s Add-ins menu.

Sign in to Cassidy

The first time you open the extension in any of the three apps, you’ll be prompted to sign in to your Cassidy account. Signing in once covers Word, Excel, and PowerPoint.

Open a document

Open the Cassidy Agent

Use or edit the suggested prompt

A prompt is automatically populated in the chat box based on your document, giving you a starting point. You can ask the Agent to draft new content, rewrite a section, summarize the document, or answer questions using your Knowledge Base.

Insert content

Select the relevant cells

Select the cell or range you want the Agent to work with. Cassidy shows your current Excel selection above the chat box so you can confirm the Agent has the right context.

Ask the Agent what to do

Click the Cassidy icon from your toolbar and ask for the outcome you want. For example, ask the Agent to answer RFP questions, generate data insights, or create a chart.

Review proposed edits

If the Agent needs to change your workbook, Cassidy shows an approval card before applying the edit. Review the pending edits, then choose Allow once, Allow all edits, or Deny.

Control future edit approvals

Use the edit permission button in the chat toolbar to choose how Cassidy handles future workbook edits. Select Ask before edits when you want to review each change, or Accept all edits when you want the Agent to apply edits without asking again in that chat.

Select slides or shapes (optional)

Select one or more slides in the thumbnail panel, or click a shape on a slide, when you want the Agent to focus on a specific part of the deck. Cassidy shows your selection above the chat box, and the Agent always has visibility into your full deck so it can place new slides in the right spot.

Ask the Agent what to do

Click the Cassidy icon from your toolbar and ask for the outcome you want. Common prompts:

• Polish the selected slide’s wording, structure, and visual clarity
• Add a new slide to this presentation about a given topic
• Summarize this presentation

Review proposed edits

Before changing your deck, Cassidy shows an approval card describing what the Agent wants to do. Choose Allow once, Allow all edits, or Deny.

Control future edit approvals

Use the edit permission button in the chat toolbar to choose how Cassidy handles future deck edits. Select Ask before edits when you want to review each change, or Accept all edits when you want the Agent to apply edits without asking again in that chat.