Word workflows
Prepare and transform document content using project context.
Microsoft Office AI Automation
Move from AI instructions to approved Microsoft Office work
CFAI connects Office tasks with the files, browser research and project context needed to prepare useful documents, spreadsheets, presentations and email drafts.
No credit card required. Windows desktop app.
Excel workflows
Coordinate supported spreadsheet actions with explanations and review.
PowerPoint and Outlook
Turn source material into presentations and communication drafts.
01
Office work rarely begins inside Office
A report may depend on browser research, local PDFs, meeting notes and a spreadsheet. CFAI can coordinate those sources before working with the target Office application.
This reduces the repeated copying and reformatting that happens when each AI task is isolated in a separate browser tab.
02
Review remains part of the workflow
Generated documents, formulas, summaries and emails can contain errors. CFAI is designed to keep users involved before consequential content is saved, sent or used for a decision.
Support varies by application state and workflow, so test important procedures on non-critical copies first.
Practical workflow
A connected Office workflow
Collect sources
Choose the documents, browser material and session context.
Define the output
Specify the Word, Excel, PowerPoint or Outlook result.
Review the plan
Confirm the proposed tools, transformations and destination.
Verify the file
Inspect formatting, facts and calculations before final use.
Clear boundaries
Local, cloud and human control
Local files and retrieval can remain on the computer until a selected model or service needs specific context.
Cloud generation or reasoning uses Cloud Credits when invoked by the selected workflow.
Users should approve file changes and independently verify important formulas, facts and outbound messages.
Questions
What to know before you start
Can CFAI replace Microsoft Copilot?
CFAI has a different scope: it coordinates context and supported tools across Windows. Which product fits better depends on the exact Office and organization workflow.
Can CFAI send emails automatically?
Supported workflows can interact with Outlook, but consequential outbound actions should be reviewed and approved before sending.
Does Office automation require cloud AI?
Tool execution and model inference are separate. Some workflows can use local models, while others may use metered cloud services.
CFAI AI Meta Layer
Put CFAI to work on your computer.
Create your account and experience CFAI with 10 free Cloud Credits.