Quickstart
What is OpenDocBot?
OpenDocBot is a 100% client-side, provider-agnostic AI agent for Microsoft Office (Word, Excel, PowerPoint). Connect your own API keys from any provider (OpenAI, DeepSeek, Anthropic, Gemini, Ollama, OpenRouter, OpenCode, or any OpenAI-compatible endpoint), and the model reads, writes and formats your content directly.
Bring your own keys and models, gate every action behind human-in-the-loop approval, or self-host it: your data never has to leave your infrastructure.
1. Install from the Microsoft Marketplace
- Open Word, Excel or PowerPoint.
- Go to Home > Add-ins.
- Search for OpenDocBot and install it like any other add-in.
- Pin it to the ribbon for quick access.
You can also install it from its Microsoft Marketplace listing.
Requirements
- Microsoft 365: Word, Excel or PowerPoint (desktop or web). Perpetual Office 2016/2019/2021 is not supported.
- An LLM provider that allows browser access (see below).
How it runs
The add-in is served from a public instance at opendocbot.com/app, but only once, when your Office taskpane first loads. After that, everything runs entirely on your machine and talks to your AI provider directly. No document data ever reaches our servers.
For a central deployment or a self-hosted instance, see Self-hosting.
2. Connect a provider
- Open the add-in Settings (gear icon)
- Pick a Preset, paste your API key
- Test Connection, then Apply
3. Talk to your document
Type a request and press Enter; for example, in Word: "Make the selected heading green and bold." Or in PowerPoint: "Turn this deck into a retro wine label style."
Self-hosting
If you want full control, or need the proxy for providers without browser CORS (like OpenCode), you can run OpenDocBot on your own infrastructure. The full guide (Docker, Node, static hosting, HTTPS/TLS certificates, the proxy, production manifests, and deploying it to your organization) is on the Self-hosting page. That page also covers the team features you get when you self-host: SSO and managed configuration.
Next steps
- Compatibility: providers, features, Office versions, CORS
- Configuration: every setting explained
- Features: HITL, prompt caching, reasoning and more
- Skills: reusable procedures scoped per Office app
- MCP: connect external tools to the chat
- Self-hosting: Docker, the proxy, production manifests