Draft and edit documents with Claude inside Word
Install the Claude for Word add-in so you can draft sections, tighten prose and review contracts without copy-pasting between a chatbot and your document.
What this looks like
One step on screen at a time. Read it, do it, tap Next.
Draft and edit documents with Claude inside Word
Step 1 of 8
Understand why in-Word beats copy-paste
The old workflow: copy text → paste into chatbot → copy the answer → paste back → fix the formatting. Claude for Word deletes that loop.
Checkpoint
You can name the document you'll work on and one thing you want done to it.
Before you begin
Tick these off as you sort them. Stopping halfway to create an account is how a fifteen-minute build becomes an hour.
0 of 6 ready
Ticks are saved on this device, so you can come back to them.
- Account
Word for Microsoft 365 or the free web version at word.cloud.microsoft — both support add-ins. You need to be signed in with a Microsoft account.
- Account
The add-in signs in with your claude.ai login. Paid plans get higher usage limits in the sidebar.
- Have ready
A report draft, a proposal, a contract someone sent you. The walkthrough uses it immediately.
The basics — ticked once, remembered everywhere
- Account
Either the hosted version or a self-hosted install. Everything here works the same on both — the only visible difference is the shape of your webhook URLs.
Create a workspace - Know-how
Adding a node, connecting two of them, and pressing Execute. If any of that is new, the free primer covers it in about ten minutes.
- Credential
You will paste at least one secret during setup. A password manager beats a notes app, and it stops you pasting a live key into a chat window by accident.
The shape of the setup
The Claude features you will touch, left to right, in the order you use them.
What you will build
Jump straight to any step, or print the list and tick it off beside your Claude tab.
If something goes wrong
Everything ready?
Start walkthrough