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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

The Cassidy Word and Excel extension brings your Agents into Microsoft Office. Generate content in Word documents, analyze and edit Excel workbooks, and work with your files using your company’s Knowledge Base — all from a side panel within the app.

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Install the extension

1

Open the Microsoft Office Store

Go to the Cassidy Word and Excel extension in the Microsoft Office Store.
Cassidy Word and Excel extension listing in the Microsoft Office Store
2

Start the installation

Click Get it now to begin the installation process.
3

Sign in to Microsoft

If you’re not already signed in, you’ll be prompted to log in to your Microsoft account before continuing.
Microsoft sign-in prompt during Cassidy extension installation
4

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.
Microsoft account confirmation dialog with a Get it now button
5

Accept the installation

A dialog asks if you’d like to install Cassidy for Word and Excel. Click Continue to proceed.
Installation confirmation dialog with a Continue button
6

Access the extension

Once installed, you’ll see the Cassidy icon in the toolbar. You can also find it through the Add-ins menu.
Cassidy icon visible in the Word toolbar
Cassidy listed in the Add-ins menu in Word
7

Sign in to Cassidy

When you first open the extension, you’ll be prompted to sign in to your Cassidy account.
Cassidy login screen inside the Word extension side panel

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Use Cassidy in Word

1

Open a document

Open the Word document you want to work with.
2

Open the Cassidy Agent

Click the Cassidy icon from your toolbar or the Add-ins menu. The Agent opens in a side panel.
3

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.
Cassidy Agent side panel in Word with a suggested prompt for document editing
4

Insert content

Once you’re happy with the generated content, click Add to Document to insert it directly into your Word document.

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Use Cassidy in Excel

Use Cassidy in Excel when you want an Agent to help with the workbook you have open. Ask questions about your data, fill in spreadsheet answers, build charts, and more.
Excel workbook with a chart created by a Cassidy Agent in the side panel
1

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.
Excel workbook with a selected range shown in the Cassidy side panel
2

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.
Cassidy side panel in Excel with a prompt asking the Agent to plot revenue versus net income
3

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.
Cassidy approval card in Excel with Allow all edits, Allow once, and Deny options
4

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.
Excel extension edit permission dropdown with Ask before edits and Accept all edits options

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Next steps

Build and configure an Agent

Customize the Agent your extension uses with instructions, knowledge, and capabilities.

Set up your Knowledge Base

Add company documents so your Agent gives accurate, context-aware answers in Word and Excel.