Add Comment
Add a Word comment to one exact paragraph selected by text or a READ_DOCX locator.
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Integrate Microsoft Word
with your AI CRM
Microsoft Word tools for finding, downloading, updating, and managing DOCX files in OneDrive and SharePoint through Microsoft Graph
Explore Triggers and Actions
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Find SharePoint sites
Find accessible SharePoint sites by keyword, or resolve one known hostname and site path to its site ID.
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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.
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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.
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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.
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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.
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List SharePoint document libraries
Return one page of document libraries and available root folder item IDs for a SharePoint site ID.
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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.
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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.
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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.
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Resolve Tracked Changes
Accept or reject all pending tracked revisions, or selected revision locators returned by READ_DOCX.
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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.
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Share DOCX
Backward-compatible wrapper for sharing a verified DOCX. Prefer CREATE_DOCX_SHARING_LINK for links and INVITE_DOCX_RECIPIENTS for named recipients. mode defaults to create_link. Invite mode requires recipients, roles, send_invitation, and require_sign_in. create_link returns Graph's intended sharing capability URL so it can be delivered to the intended audience; treat that URL as a secret. Other capability tokens, raw identity data, and raw provider error details are omitted; a bounded provider reason may be returned for a failed request. Partial invite success is reported per recipient. Sharing can change the document eTag and invalidate READ_DOCX locators; call READ_DOCX again before editing. Password protection depends on tenant sharing policy and plan; personal OneDrive may require Microsoft 365 Personal or Family. Setting retain_inherited_permissions=false removes all existing permissions when the item is shared for the first time.
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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.
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How the Microsoft Word integration works
The Microsoft Word integration connects your Dench AI CRM directly to Microsoft Word, so agents can read and act on your Microsoft Word data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
23 actions are available for agents to invoke on your behalf. Every call runs through Microsoft Word's own authorization, scoped to the account you connect.
Set up Microsoft Word in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Microsoft Word and click Connect — you'll authorize access through Microsoft Word's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Microsoft Word in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Microsoft Word integration work with Dench?
The Dench Microsoft Word integration connects your AI CRM to Microsoft Word, so AI agents can work with your Microsoft Word data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Microsoft Word via Dench?
The Microsoft Word integration currently exposes 23 actions, including Add Comment, Append Content, Copy DOCX, Create DOCX, Create DOCX sharing link, and Delete DOCX. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Microsoft Word to Dench?
No. You connect Microsoft Word from your Dench workspace using Microsoft Word's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Microsoft Word integration secure?
Connections are authorized through Microsoft Word's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Microsoft Word connection from your workspace settings at any time.