Work across Microsoft 365 apps in Claude

Step by step

Pictures from our Claude account (Pro plan), on a Windows PC, 30 Oct 2026. Your screen may look different on another plan or device, or after an update.

1. Send the request to add the budget summary in Word and PowerPoint.

   Using the budget numbers in this sheet, add one short summary paragraph at the very end of the open Word document (total cost and cost per person), and add one new slide at the end of the open PowerPoint with the same two numbers. Do not change anything else.

   Copy the words
   Open the whole screen for step 1.

   See the whole screen

   You see a permission box for other open Office apps.

2. Click Allow for this chat.

   Open the whole screen for step 2.

   See the whole screen

   You see a request to send a message to Claude in Word.

3. Click Allow once, then switch to Word.

   Open the whole screen for step 3.

   See the whole screen

   You see a permission request in Word.

4. Click Allow once in Word.

   Open the whole screen for step 4.

   See the whole screen

   You see a note saying the budget paragraph was added.

5. Switch to PowerPoint and allow each slide edit.

   Open the whole screen for step 5.

   See the whole screen

   You see a new fourth thumbnail and a note about the added budget slide.

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