Alloovium in Microsoft Word

The Word add-in is a Microsoft 365 task pane wired into the same Alloovium backend as the web app. It always knows three things at once: your active project, the document you have open, and any text you have selected.

That context drives three nav surfaces, switched from the bottom tab bar:

The header carries the project picker, a snapshot linker, and a preferences panel. Sign-in uses Clerk; an offline banner appears at the top of the shell when the backend is unreachable so you know when actions will queue.

1. 1

   Install the add-in

   Once-per-machine setup. M365 admins can push it to a whole team via the admin centre, or a single user can sideload it. See the install guide for both paths.

2. 2

   Open any Word document

   Works on .docx files on your computer, in OneDrive, or on SharePoint. No special document format is needed.

3. 3

   Click "Open Alloovium" in the Home ribbon

   The task pane slides in on the right. First time, you'll be asked to sign in with the same Clerk account as alloovium.com — the dialog opens in a popup window.

4. 4

   Pick an active project

   From the project picker at the top of the pane. Everything you do from this point on is scoped to that project's Vault and chat history.

When you open a document, the add-in classifies it heuristically into one of contract, specification, report, proposal, meeting minutes, RFI, or drawing register. The detected kind appears as a chip under the Quick Actions row and tunes the suggested prompts and the workflows that surface first.

The chip is informational; it doesn't auto-switch projects. To make the document's association with a project explicit — so teammates can find it from the web app — use the Snapshot Linker below.

The Chat surface behaves like the web assistant, with one extra trick: selection-awareness. With text highlighted in the document, a floating HighlightAsk prompt appears next to the cursor with quick actions ("Summarise selection", "Check compliance against IMS", "Find related clauses", "Suggest edits"). Click one and it runs against the selected passage.

Every answer comes with citations that open the source document. For in-document citations the add-in calls Word's Range.select(), which auto-scrolls; external citations open in the Vault viewer.

As you type, an action-intent classifier decides whether the message is an ask, a fill, a workflow request, or an edit. If it smells like a workflow, a WorkflowStatusCard appears with a one-click "Run as workflow" affordance. If it's a compliance check, the findings render inline as severity-tagged cards under your message.

When a workflow or agent produces structured edits, they show up in the Edits surface. Each suggestion shows the original passage, the proposed replacement, and a rationale.

• Accept applies the change inline via Office.js — it lands as a normal edit you can undo with Ctrl/⌘ + Z.
• Reject dismisses the suggestion and removes it from the queue.
• Accept all applies every remaining suggestion in one batch.

If someone else updates the document in the Vault while you have it open, a banner offers to reload so you don't accept findings against a stale copy.

Document Fill is the flagship workflow for Word. Point it at a draft contract with blanks (placeholders, square brackets, empty heading rows) and pick a Vault of reference material. Alloovium drafts a fill for each blank, cites where the value came from, and lands them in a review pane before anything touches the document.

Generate Document is the second hero workflow in the Workflows tab. Unlike Document Fill — which pours content into a template you already have — Generate writes a brand-new document from a prompt, the project’s Vault, and whatever is already in the active document as context.

Any workflow your team has built and tagged for Word shows up in the Workflows tab. Each row has a name, description, and a Run button that opens the workflow detail view with its input schema (documents, project, fields).

Once running, progress streams live into the pane over SSE — every step (pending / running / done / failed) updates in order. You can keep editing the document while the workflow runs. Results land where they belong: edits in the Edits panel, fills in the FillReview pane, plain answers in the chat thread.

The Snapshot Linker is a header control that captures the current state of the document and links it to the active project. After linking, other Alloovium users on the same project can find this document by name from the web app — even if the file lives on someone's laptop and isn't in OneDrive or SharePoint.

Re-snapshotting overwrites the previous capture. It's a useful way to make a working draft discoverable to teammates without setting up a full document-storage integration.

• Offline reads only. An offline banner appears when the backend is unreachable; chat send is disabled with a tooltip. Mid-stream actions complete, but new requests have to wait for the connection to come back.
• One project per session. The pane is scoped to a single project at a time. Switch projects with the picker at the top — there's no multi-project chat in the add-in.
• Document recognition is heuristic. The classifier is informational only; it doesn't auto-switch projects. Use the Snapshot Linker to make the association explicit.
• Backend must be HTTPS. The add-in cannot talk to plain http://. For self-hosted Alloovium, terminate TLS at a proxy before the request reaches the API.

• →Install the add-in on your machine or push it to your team via the M365 admin centre.
• →The Excel add-in — same patterns, applied to registers, variations, and contract comparison.