The AgentivUse cases

AI agent use cases that run on Word

2 use cases

An agent in Outlook that sorts the unread inbox into what needs you, drafts the replies it can handle and writes a one page brief before each meeting

OperationsEffort: An afternoonOutlook · Claude for Outlook · Microsoft 365

A manager on Microsoft 365 starts the day with eighty unread emails, half of them calendar responses and newsletters, and the three that need a decision are buried. Meeting prep means scrolling back through threads with each attendee, so people walk in without knowing what was last agreed.

An agent inside Excel that audits the monthly management accounts workbook, finds formula errors and anomalies, updates assumptions without breaking links and shows every change as a highlighted cell before you accept it

FinanceEffort: An afternoonExcel · Claude for Excel · Microsoft 365

The monthly management accounts live in a workbook that has grown for five years: one sheet links to another, someone overwrote a formula with a number in March, and the budget versus actual tab quietly stopped matching the P&L. The finance manager finds out when the owner asks why the margin jumped, and spends an evening tracing cells.

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