Add Microsoft Word to your AI agent
Microsoft Word tools for finding, downloading, updating, and managing DOCX files in OneDrive and SharePoint through Microsoft Graph
- Things your agent can do in Microsoft Word
- 22
Things your AI can do in Microsoft Word
Your FormWise AI can handle any of these in Microsoft Word — on its own, without you needing to click a button.
Add Comment
Add a Word comment to one exact paragraph selected by text or a READ_DOCX locator.
Append Content
Append plain text or supported Markdown paragraphs, headings, formatted runs, lists, rectangular tables, safe http/https/mailto links, and Courier New inline or fenced code to a DOCX body.
Copy DOCX
Copy a verified DOCX to a OneDrive or SharePoint folder, wait boundedly for the asynchronous operation, and return verified destination metadata. If waiting times out, the server-side copy may continue; inspect the destination before retrying to avoid creating another copy.
Create DOCX
Create a safe DOCX containing styled paragraphs and formatted runs, bullet or decimal lists, rectangular tables, or constrained HTML/Markdown source with safe external links and inline or fenced code rendered in Courier New, plus validated inline PNG/JPEG images, page breaks, and default/first/even headers and footers. Literal content is escaped and raw XML or image URLs are never accepted. The create-only default fails on a filename conflict. overwrite_existing remains available for backward compatibility; prefer UPSERT_DOCX when replacement is intended.
Create DOCX sharing link
Create a view, edit, or embed sharing link for a verified DOCX. Returns Graph's capability-bearing URL; treat it as a secret. Sharing can change the document eTag, so call READ_DOCX again before editing. Setting retain_inherited_permissions=false removes all existing permissions when the item is shared for the first time.
Delete DOCX
Move one DOCX to the provider recycle bin only when its current eTag matches. This action does not bypass shared locks or checked-out state. A successful result does not guarantee permanent erasure.
Edit DOCX
Atomically edit literal text, paragraphs, independent Latin/non-complex and complex-script run formatting, lists, rectangular tables including plain cells and rows outside merged regions, uploaded inline PNG/JPEG images, semantic comments, tracked text changes, revision acceptance or rejection, safe external hyperlinks, paired footnotes, section headers or footers, and explicit page breaks in a DOCX. Targets are semantic locators from READ_DOCX and remain valid only for its eTag. The complete package is validated before one guarded replacement upload.
Export DOCX to PDF
Convert a DOCX of at most 2 MB to PDF through Microsoft Graph and return a temporary file reference. The provider's preauthenticated redirect URL is followed internally and is never returned.
Fill Template
Fill run-spanning placeholders in main-document paragraphs of a validated DOCX template snapshot, then create and return a new document. Strict mode creates only after every requested placeholder is found; non-strict mode can create a partial fill and reports found, filled, and unfilled keys. If post-upload validation fails, the error identifies the retained destination item and gives guarded cleanup guidance.
Find DOCX files
Browse one folder or search a drive for DOCX files. Browse pages also return folders for navigation. Search results can be eventually consistent; use a direct read action when authoritative current state is required.
Find SharePoint sites
Find accessible SharePoint sites by keyword, or resolve one known hostname and site path to its site ID.
Get Microsoft Word account context
Return the signed-in Microsoft identity and primary OneDrive identifiers needed to start OneDrive DOCX work. Microsoft Graph documents that GET /me/drive automatically provisions OneDrive when the delegated user is licensed but does not yet have a drive.
Show 10 more things it can do
Invite DOCX recipients
Grant read or write access to required named recipients. send_invitation and require_sign_in are required; emailing an invitation is an irreversible external side effect. Partial success is reported per recipient. Sharing can change the document eTag, so call READ_DOCX again before editing. Setting retain_inherited_permissions=false removes all existing permissions when the item is shared for the first time.
List DOCX versions
Validate the selected drive item as a DOCX, then return one page of retained versions in Microsoft Graph's newest-first order. Provider download URLs and raw identity objects are omitted.
List OneDrive drives
Return one page of drives available to the signed-in user as the Microsoft Word toolkit's OneDrive-drive selector for DOCX workflows. Unlike GET_ACCOUNT_CONTEXT, this lists drives without returning identity context or selecting only the primary drive. Use LIST_SHAREPOINT_LIBRARIES for a specific SharePoint site's document libraries; general OneDrive file automation may use ONE_DRIVE_LIST_DRIVES instead.
List SharePoint document libraries
Return one page of document libraries and available root folder item IDs for a SharePoint site ID.
Move or rename DOCX
Rename a DOCX, move it within the same drive, or do both, guarded by its current eTag. At least one of new_name or destination_folder_id is required.
Read DOCX
Safely inspect a DOCX as bounded rich OOXML: paragraphs and editable text segments, directly formatted runs, tables and merged-cell metadata, internal images, hyperlinks with withheld targets, paired footnotes, semantic comment threads, pending revisions, page breaks, sections with header/footer references, and the style catalog. Existing image framing is inspected without pixel decoding and image records share a 100-megapixel aggregate safety bound. Returns the current eTag required by every locator and never exposes download URLs, external relationship targets, or document bytes.
Replace Text
Replace literal text across Word run boundaries in a DOCX, optionally as tracked revisions. Uses an optional eTag guard and retries one definite stale unpinned write.
Resolve Tracked Changes
Accept or reject all pending tracked revisions, or selected revision locators returned by READ_DOCX.
Restore DOCX version
Restore a retained DOCX version as a new current version, preserving version history, then observe the item's current metadata in a post-operation read. That metadata does not independently prove which version supplied the current content. A required eTag check rejects already-stale callers before mutation, but Graph does not document an atomic If-Match precondition for this operation.
Upsert DOCX
Create or replace a same-name DOCX containing the same validated content supported by CREATE_DOCX. Replacement is always enabled; use CREATE_DOCX for create-only conflict behavior.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Microsoft Word is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Microsoft Word, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Microsoft Word for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Microsoft Word work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Microsoft Word to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Microsoft Word in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Microsoft Word.
- 3
Hit "Connect"
Click "Connect Microsoft Word" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Microsoft Word
Build a quick AI Agent (it's like writing instructions, not code), and pick the Microsoft Word actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Microsoft Word for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Microsoft Word workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Microsoft Word users had before signing up
Do I need to know how to code?
Not even a little. If you can use Microsoft Word today, you can set this up. You'll connect Microsoft Word, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Microsoft Word login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Microsoft Word or delete everything any time.
What happens when Microsoft Word updates their app?
We handle it. When Microsoft Word adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Microsoft Word takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Microsoft Word — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Microsoft Word on FormWise
Microsoft Word tools for finding, downloading, updating, and managing DOCX files in OneDrive and SharePoint through Microsoft Graph
Connect Microsoft Word once and your FormWise AI gets 22 things it can do inside it. That means your AI can handle the Microsoft Word work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Microsoft Word? Take a look at www.microsoft.com/microsoft-365/word.
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Stop doing the Microsoft Word work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
