--- title: "Microsoft Word: How to integrate Microsoft Word with your AI Agents and what the integration can be used for" last_updated: "2026-06-17T14:34:01.925Z" category: "Connecting Your Integrations" canonical_url: "https://maybeclients.com/h/mash-help-centre/microsoft-word-how-to-integrate-microsoft-word-with-your-ai-agents-and-what-the-" help_centre: "MaSH! Help Centre" --- # Microsoft Word: How to integrate Microsoft Word with your AI Agents and what the integration can be used for This guide explains how to connect the Microsoft Word integration so your AI Agents can securely access Word documents stored in Microsoft OneDrive via Microsoft authentication. Once connected, your Agents can create, find, analyse, update, and organise Word documents—helping you automate document-heavy workflows like proposals, SOPs, reports, meeting notes, templates, and more. --- ## What is Microsoft Word? The Microsoft Word integration connects your AI Agents to Word documents stored in your Microsoft OneDrive account. After you authorise access, your Agents can use Word-related actions within automations to generate new documents, update existing ones, and manage files moving, renaming, sharing, and versioning . --- ## Key Features With the Microsoft Word integration enabled, your AI Agents can: - Create new Word documents from prompts, templates, or structured inputs - Update existing documents insert sections, revise wording, refresh proposal content - Search and retrieve documents by filename and where supported keywords/content - Copy, move, and organise files into the correct OneDrive folders - Generate sharing links for review and collaboration view/edit - Automate recurring document workflows such as weekly reports, client updates, and compliance documentation --- ## Example Use Cases Here are practical ways teams use Microsoft Word with AI Agents: 1. Meeting notes → client-ready summary document - Summarise a transcript into decisions and next steps - Generate a formatted Word document in the relevant client folder - Create a share link and notify the account team 1. RFP / questionnaire → draft response pack - Extract questions and required sections - Draft answers using your knowledge base and standard responses - Output a structured Word document with headings and placeholders 1. Monthly reporting pack - On a schedule, pull metrics from data sources - Update a Word report template - Save a copy with the month in the filename --- ## Getting Started ### How to Integrate Microsoft Word Before you begin, make sure you have: - Microsoft account access to the OneDrive where your Word documents are stored - Permission to read and/or edit the target documents/folders - A browser session that allows pop-ups sometimes required for Microsoft sign-in To connect the integration: 1. Open your dashboard where you manage AI Agents. 1. Go to Configure. 1. In the integrations search bar, search for Microsoft Word. 1. Select Microsoft Word from the results. 1. Click Connect. 1. Sign in to Microsoft and approve permissions. 1. Return to the platform and confirm the integration shows as Connected. --- ## How to use Microsoft Word and your AI Agents Once connected, the real value comes from using Word actions as building blocks inside your workflows—so your team can go from “information” to “finished document” with minimal manual effort. ### Practical scenarios you can run with Microsoft Word - Sales / account management - Scenario: Discovery call notes arrive form submission, CRM update, or transcript . - Agent action: Summarise requirements, identify deliverables, and draft a proposal outline. - Word outcome: Create a new proposal .docx in /Client Deliverables/, then generate a share link for internal review. - Operations - Scenario: A new process is agreed in Slack/Teams or in a meeting. - Agent action: Turn bullet-point notes into a structured SOP Purpose → Scope → Steps → Owners → FAQs . - Word outcome: Save the SOP in /Playbooks/ and move older versions to /Archive/. - Compliance / governance - Scenario: A policy needs refreshing quarterly. - Agent action: Pull the latest policy, propose edits plain-English rewrite, updated sections, consistent headings . - Word outcome: Upload a revised version, keep naming consistent, and optionally create a share link for approvals. - Client reporting - Scenario: Monthly numbers are ready in your analytics source. - Agent action: Write a narrative summary highlights, risks, next steps and inject metrics into the report structure. - Word outcome: Save the month-stamped report and share it with the delivery team. Benefits you get immediately - Faster document turnaround - More consistent structure and tone - Less copy/paste between tools - Cleaner file organisation in OneDrive --- ## How your AI Agent can use this integration Below are the available plugins your AI Agent can use for Microsoft Word OneDrive-backed Word documents , with a brief description of what each does: - CreateMsWordDocument: Creates a new empty .docx document in OneDrive or SharePoint returns a documentId you can use for upload/download/sharing actions. - ListMsWordDocuments: Lists Microsoft Word documents from OneDrive root or a specific folder , with optional sorting and pagination. - GetMsWordDocument: Gets Microsoft Word document metadata by drive item ID or root-relative path. - SearchMsWordDocuments: Searches Word documents across OneDrive matches filenames, metadata, and file content via Microsoft Graph search, with pagination support. - DownloadMsWordDocument: Downloads a Microsoft Word file from OneDrive returns metadata and a short-lived download URL when available. - UploadMsWordDocument: Uploads or replaces Word document bytes via simple upload supports path upload or replacing by item_id; supports conflict handling. - UploadLargeMsWordDocument: Uploads large Word documents using a chunked upload session for bigger files / more reliable large uploads. - CopyMsWordDocument: Copies a Word document to the same or a different folder optionally renaming it ; copy runs asynchronously and returns a monitor URL. - MoveOrRenameMsWordDocument: Moves and/or renames a Word document by patching the OneDrive driveItem. - DeleteMsWordDocument: Deletes a Word drive item soft-delete vs permanent depends on tenant configuration. - CreateMsWordDocumentShareLink: Creates a sharing link for a Word document view/edit/embed, depending on tenant settings. - ListMsWordDocumentPermissions: Lists sharing permissions on a Word document. - ResolveMsWordSharedLink: Resolves a OneDrive/SharePoint sharing URL into the underlying Word driveItem. - SyncMsWordDriveChanges: Tracks OneDrive changes using delta queries useful for “watch folders” and change-driven workflows. - ListMsWordDocumentVersions: Lists version history for a Word document. - DownloadMsWordDocumentVersion: Downloads a specific historical version of a Word document. - RestoreMsWordDocumentVersion: Restores a previous version as the current document content the restore becomes a new current version. - ConvertMsWordDocumentToPdf: Exports a Word document to PDF note: very large documents may fail conversion depending on Graph limits. - CreateOnedriveFolder: Creates OneDrive folders to organise templates/outputs for Word workflows. - GetMyOnedriveDrive: Retrieves the signed-in user’s default OneDrive drive details. - GetUserOnedriveDrive: Retrieves another user’s OneDrive drive details requires sufficient tenant permissions. - GetSharepointSiteDrive: Retrieves a SharePoint site document library drive useful if your Word files live in SharePoint-backed libraries. --- ## Best Practices - Confirm permissions before going live start with read-only where possible, then expand to edit access .