Question 1

Can I use AI with PowerPoint and Excel offline?

Accepted Answer

Yes. Braid OS is a desktop application that embeds your live PowerPoint and Excel files directly in the workspace. The AI agent reads and edits them locally. When you choose a local foundation model like Ollama, no data leaves your machine at all.

Question 2

What does model-agnostic mean?

Accepted Answer

You choose which AI foundation model powers your workspace. Braid OS supports Claude, GPT, Gemini, and locally hosted models via Ollama. You can switch models at any time. Your firm isn't locked into a single vendor.

Question 3

How is Braid OS different from Microsoft Copilot for PowerPoint?

Accepted Answer

Copilot operates inside PowerPoint as an add-in with limited scope. Braid OS is a standalone workspace that embeds your live PowerPoint and your live Excel model in the same environment, with a shared context that spans both files. It also works fully offline, lets you choose your foundation model, and learns your firm's specific template and consulting narrative structures.

Question 4

How does this compare to Anthropic computer use or Claude's agentic features?

Accepted Answer

Similar methodology — but purpose-built for how consultants actually work. Anthropic's computer use sends an agent out to accomplish tasks across your desktop. Braid OS takes a different approach: the AI sits alongside you as a partner, inside the same deck, the same model, the same document. It shares context with every file in your engagement — not just the one you're pointing it at. And it's tuned to consulting deliverables: your firm's templates, pyramid principle, MECE structure, source traceability.

Question 5

How does Braid OS learn my firm's slide template?

Accepted Answer

Point it at your firm's PowerPoint template file. Braid OS reads the slide master — layouts, color palettes, fonts, chart conventions — and builds a style library. When the agent drafts slides, it matches your firm's visual language automatically.

Question 6

Is my client data sent to the cloud?

Accepted Answer

Your files never leave your machine. They are embedded locally via native desktop integration — no upload, no conversion, no cloud sync. If you use a cloud-hosted AI model, only the specific context for a given query is transmitted, and you can avoid even that by choosing a local model.

Question 7

What consulting frameworks does Braid OS support?

Accepted Answer

The agent enforces pyramid principle, MECE structure, and storyline coherence. It runs QA against your editorial standards, flags when an action title doesn't match the underlying analysis, and suggests rewrites. These are built into how the agent reasons about your deliverables.

Question 8

How does source traceability work?

Accepted Answer

Every number the agent places in a PowerPoint slide traces back to its origin cell in your Excel model. The provenance chain is one click — from the slide figure, to the chart data, to the source cell and its formula.

Question 9

Can my whole team use the same engagement context?

Accepted Answer

Yes. Engagement memory persists across sessions and team members. The agent remembers what the engagement is about, what assumptions have been validated, what the client cares about, and how the partner likes to see work.

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