Yuri in Microsoft Office

One icon in the ribbon. Your project intelligence inside Word, Excel, Outlook & PowerPoint.

Works on Any 365 License No Per-Message AI Fees Evidence-Backed Answers One-Click Team Deployment

How It Works

The people who write basis-of-estimate documents, build takeoff workbooks, and answer client emails spend their day in Microsoft Office — not in a browser tab. The Yuri Office Add-in puts a Yuri button in the Office ribbon. Clicking it opens a side panel connected directly to the projectWheel orchestrator: the same Yuri that powers the live avatar, with the same laws, evidence requirements, and fishbone network behind every answer. Documents stay where they are; the data stays in projectWheel; the two stop drifting apart.

1
Click the Ribbon Icon

The Yuri icon is deployed once by your administrator and appears automatically in everyone's ribbon — desktop, web, and Mac. Nothing to install.

2
Ask in Plain Language

"What crew composition did we carry for the mechanical scope on 24-1085?" Yuri answers from live project data — schedules, labor rates, estimates, earned progress.

3
Insert With One Click

Answers drop straight into your document, worksheet, or email draft at the cursor — real numbers from the single source of truth, not last month's copy.

What Your Team Does With It

Word — Where Documents Get Written

  • Basis of Estimate drafting. Pull the crew compositions and labor rates actually carried in the estimate — inserted at the cursor, backed by Yuri's evidence rules instead of memory.
  • Consistency checking. Select a section and ask Yuri to verify it: milestone dates in the narrative are flagged against the master schedule before the document goes out.
  • Boilerplate with live numbers. "Draft the schedule basis section for 24-1085" — written from the actual WBS, calendar, and critical path, not a stale template.

Excel — The Estimator's Workbench

  • Controlled rates into cells. "Give me the labor rates for all civil job classes" becomes a populated range from the job class library — every estimator's workbook uses the same controlled data.
  • Productivity sanity checks. Build a quantity takeoff, then ask Yuri to compare your productivity factors against historical norms.
  • No more paste-and-pray. The workbook reads from the source of truth instead of a screenshot of it.

Outlook — Answers Where the Question Landed

  • Client status replies. A client asks about progress; Yuri supplies current status and earned progress for the project right in the reply pane — no switching apps, no copying figures.
  • Meeting prep. "What changed on 24-1085 since last Thursday?" before you accept the invite.

PowerPoint — Review Decks With Real Numbers

  • Monthly reviews. "Summarize schedule health and the top three risks for 24-1085" — speaker-note-ready text while you assemble the deck.
  • Consistent story. The deck, the document, and the schedule all quote the same source, because they all asked the same Yuri.

Why Yuri — Even If You Also Run Copilot

The Yuri Add-in and Microsoft Copilot are complementary, not competing. Copilot is a generic assistant; Yuri is your project governance engine. Here is the honest comparison:

Yuri Office Add-in Copilot + Agent
License required Any Microsoft 365 business license Paid Microsoft 365 Copilot add-on per user
Per-message cost None beyond existing projectWheel AI usage Copilot Credits / message packs for unlicensed users
Who writes the answer Yuri's orchestrator — heartbeat constitution, laws, evidence requirements, fishbone network Copilot's model, restating facts from an API
Insert into the document Yes — one click, at the cursor (Office.js) Chat pane only; user copies content manually
Data boundary Stays between Office and projectWheel Flows through Microsoft's Copilot service

Deployed Once, Everywhere

  • Administrator uploads the add-in once in the Microsoft 365 admin center (Integrated Apps).
  • The Yuri icon appears automatically for every assigned user — no installs, no versions to chase.
  • Works in Office on Windows, Office on the web, and Mac.
  • Updates ship server-side on projectWheel; users always run the current panel.

Same Security Posture

  • Users sign in with their existing projectWheel account — same authentication, same permissions.
  • All traffic over HTTPS between Office and projectWheel; nothing cached in the document.
  • Yuri only answers what the signed-in user is entitled to see.
  • See our full Security, Privacy & Compliance commitments.

Put Yuri in Your Ribbon

Your documents, your data, your rules — finally in the same place.

Explore projectWheel Security & Compliance
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