Hebbia says the changes shipped "last month." It gives no individual release dates and no rollout schedule. Everything below is the vendor's own description unless another source is named.
The Microsoft-facing changes
PowerPoint add-in
Hebbia says you can generate a deck in Hebbia and keep working on it inside PowerPoint. The conversation that produced the deck comes along. In PowerPoint you can ask about tables, chart data and speaker notes, and you can request deck-wide changes in one prompt. Hebbia says the add-in is in the Microsoft App Store alongside its Word and Excel add-ins.
The announcement does not say which PowerPoint versions or operating systems are supported. It also doesn't say whether every account gets every capability.
The Microsoft Marketplace listing adds some deployment-relevant facts:
- The add-in covers Excel, Word and PowerPoint, and it requires an active Hebbia account.
- It may also require a paid subscription or enterprise license. Some features may be limited to organizations that have bought access.
- Users must be provisioned by their organization or hold valid Hebbia credentials.
- The listing's capability disclosure says the app can read and change your document and can send data over the internet.
That last point is standard for AI add-ins that work on document content. It is still worth a conscious review before rollout.
Copilot Cowork through MCP
Hebbia says it is now available in Microsoft Copilot Cowork through its MCP (Model Context Protocol) server. The aim is to bring Hebbia's analysis and data into Copilot without leaving the app.
The announcement doesn't cover setup, which MCP tools are exposed, how permissions map across, or data-handling terms. Microsoft's documentation does show where Cowork fits. Cowork carries out tasks across your Microsoft 365 environment. It is available for personal and work or school accounts. The work or school version is generally available and the personal version is in preview. Users can also add plugins to extend what Cowork can do.
Microsoft's pages describe Cowork's built-in behavior and plugin model. They do not verify Hebbia's specific integration, so check that separately. One caveat comes from a third-party write-up, not Microsoft: it says Cowork is part of Microsoft 365 Copilot and requires a Microsoft 365 Copilot license. Confirm licensing with Microsoft or your reseller before assuming your users can reach it.
Teams as a data source
Hebbia says you can query Teams conversations as a data source in Max, its agent. The idea is to put conversation context next to filings, research and deal content.
The announcement doesn't say whether this covers chats, channels, meeting content or all of them. It doesn't say how Teams permissions carry over. Those details matter in any tenant with confidential channels, so ask Hebbia how access is scoped before switching it on.
PDF export for PPTX and DOCX
You can now export PowerPoint and Word files as PDFs, with or without a password. Hebbia pitches this as a way to send finished work and protect sensitive content. It doesn't state the encryption method or password-recovery behavior. It also doesn't claim any compliance standard. Treat the password as a convenience, not a substitute for proper data-loss controls.
Teamwork and mobile
Dashboards. Entries and check-offs now persist. You can comment on the section a comment applies to. When someone refreshes the numbers, everyone the dashboard is shared with sees the update. The announcement doesn't describe edit rights, version history or whether refreshes run automatically.
Mobile Projects. The Hebbia mobile app lets you open, browse and work in Projects. On iOS, push notifications fire when someone shares a chat or agent with you, or when a scheduled agent finishes. You choose what to be notified about in Settings. Only iOS is named for notifications, so don't assume Android behaves the same way.
New data sources and the model change
| Item | What Hebbia says | Boundary to note |
|---|---|---|
| Octus | Credit research such as court filings, capital structure and covenants | You sign in with your own Octus account, and results follow your entitlements |
| Datasite | M&A data-room content alongside other research | Permission model not detailed |
| Hong Kong Stock Exchange | ICE market data now covers HKEX-listed tickers, intraday and historical | "Intraday" latency and history depth not defined |
| Microsoft Teams | Conversations queryable in Max | Scope of conversation types not stated |
| Google Drive | Connect Drive so documents are available without manual upload | File types, sharing inheritance and admin controls not stated |
| Claude Haiku 5.5 | Replaces Haiku 4.5 for all customers | No changeover date, cost or performance data given |
The Octus detail deserves attention. Hebbia is not offering that content on its own. It is a pass-through that depends on your existing Octus license.
Hebbia's October partnership posts say Datasite gives deal teams direct access to their data rooms. The same list of posts mentions a Databricks partnership.
What admins should check before enabling anything
Microsoft's support guidance gives the path for adding an add-in. The relevant steps live under File > Get Add-ins, and you can also use Home > Add-ins. From there, select the add-in and choose Add. Microsoft notes that add-in security settings may have been set by your organization, so some options may be locked.
Microsoft also documents Trust Center controls at File > Options > Trust Center > Trust Center Settings > Add-ins. They include requiring add-ins to be signed by a trusted publisher and disabling all application add-ins. Microsoft's page says that article applies to Microsoft 365 applications running on Windows.
A sensible rollout checklist:
- Confirm the Hebbia account and licensing for each pilot user.
- Review the Marketplace disclosure that the add-in can read and modify documents and send data over the internet.
- Ask Hebbia for permission-mapping details on the Teams, Google Drive and Datasite connectors.
- Confirm Copilot Cowork licensing and how plugin or MCP access is governed in your tenant.
- Pilot with a small group before enabling connectors broadly.
Analysis: workflow reach, with open questions
Hebbia is making its analysis show up where finance teams already work: Office, Copilot, mobile and chat tools. That's a sensible product direction. It is also a bigger data surface. Each connector and add-in is another place where permissions and retention rules have to hold.
This is not Hebbia's first Office-adjacent move. Earlier posts covered Excel file generation and PowerPoint deck creation in Chat in May, and an Excel plug-in in July. The new part is continuing deck work inside PowerPoint with the original conversation attached.
The announcement is vendor marketing. It doesn't include performance numbers, security audits or exact platform requirements. Treat the feature list as claims to verify in a pilot, not as tested results.