Documents Integration
Best AI Assistant for Microsoft Word
Carly is an AI assistant that connects to Microsoft Word so you can draft documents from your templates, fill in contracts and proposals, edit and comment on files in OneDrive or SharePoint, and export PDFs — by email, text, or as a step in a workflow that runs on its own.
Try Carly →What Carly can do with Microsoft Word
Fill contracts and proposals from templates
Tell Carly the client and the terms, or let a CRM stage change start it. She copies your template, fills every field, exports the PDF and emails it, so the document is out before you've opened Word.
Write the weekly report from your other tools
On a schedule, Carly pulls numbers from Google Sheets, Stripe, QuickBooks or your analytics, writes them into the report in Word, and shares the link with the team in Slack or by email.
Turn meetings and emails into documents
After a call, Carly appends the summary and action items to the client's notes doc. Forward an email thread and she turns it into a clean brief, memo or meeting agenda.
Review and redline what others send
Forward a contract and Carly reads it, compares it against your standard terms, comments on the clauses that differ, and replies with a short summary of what to push back on.
Why people are handing Word documents to AI
Most Word documents start from another Word document. The proposal is last month's proposal with a new client name. The contract is the template with new dates and a new fee. The weekly report is the same headings with this week's numbers. The work isn't writing, it's finding the right file, copying it, swapping the details in fifteen places, exporting the PDF, and emailing it before the call.
AI for Word should do that whole loop, not just suggest sentences inside an open document. When a deal closes, the contract should already be filled in. When a meeting ends, the notes should already be in the project doc. When Friday comes, the report should already be written from the numbers that live in your other tools.
How Carly works as your Microsoft Word assistant
Carly connects to Word through your Microsoft account and works on the .docx files in your OneDrive and SharePoint libraries. She can find a document, read it, create a new one, fill a template, replace text, append sections, add comments, resolve tracked changes, restore an older version, share it, and export it to PDF.
Ask by email or text: "Draft the Henderson proposal from our proposal template using the scope in Dana's email, export it to PDF and send it to her." Or build it into a workflow: when a deal moves to Closed Won in your CRM, Carly fills the contract template with the client's details, saves the PDF, and emails it for signature. Every Friday at 4pm, she pulls the week's numbers from Google Sheets, Stripe or QuickBooks, writes the report in Word, and posts the link in Slack.
Because Carly connects to thousands of apps, Word becomes the place where everything else lands: meeting summaries from Zoom or Fathom appended to the client's running notes, intake form answers poured into an engagement letter, a contract someone emailed you read and checked against your standard terms with the risky clauses commented.
Who uses Carly with Microsoft Word
Consultants and agencies who send a proposal or statement of work every week. Lawyers, accountants and property managers who live in templated letters and agreements. Founders who write the same investor update and board memo every month. Operations teams with SOPs that need updating when a process changes. Anyone with a work and a personal Microsoft account: Carly holds both, so a search covers every OneDrive at once.
See it in action
How to connect Microsoft Word to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Microsoft Word
Authorize the Microsoft Word integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Microsoft Word. She handles the rest.
Automate Microsoft Word in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Microsoft Word?
Carly connects to Word through your Microsoft account and works on documents in OneDrive and SharePoint: drafting from templates, filling contracts, editing, commenting, sharing and exporting PDFs. You ask by email or text, or put Word in a workflow so documents get written when a deal closes or a meeting ends.
Can AI fill out a Word template automatically?
Yes. Carly copies your template, fills every placeholder with the details you give her or pulls them from your CRM, a form or an email, then saves the new document and exports a PDF if you want one.
Can Carly work with Word files in SharePoint?
Yes. Carly can find SharePoint document libraries and work on the .docx files inside them, as well as files in your OneDrive.
Does Carly work with more than one Microsoft account?
Yes. Connect your work and personal Microsoft accounts, or accounts in several organizations, and Carly can search, read and edit documents in any of them, from one conversation or one workflow.
How is this different from Copilot in Word?
Copilot helps inside the document you have open. Carly works from outside it: she finds and writes documents on her own, chains Word with your email, calendar, CRM and thousands of other apps, and runs on a schedule or when something happens, with nobody opening Word.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."