Microsoft Forms

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set MICROSOFT_EMAIL "[email protected]"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create surveys and quizzes
• Add various question types
• Configure branching logic
• Set form settings and restrictions
• View and analyze responses
• Export responses to Excel
• Share forms via link or email
• Create quiz with auto-grading
• Add images and videos
• Apply themes and branding
• Set response notifications
• Duplicate and template forms

Usage Examples

Example 1: Create Survey

User: "Create an employee satisfaction survey"
Claude: Creates form with title, adds satisfaction rating questions,
        open-ended feedback section.
        Returns: "Created survey with 6 questions: [link]"

Example 2: View Responses

User: "How many people responded to the training feedback form?"
Claude: Opens form, checks responses.
        Reports: "28 responses received. Average satisfaction: 4.2/5.
        Key feedback themes: more hands-on exercises requested"

Example 3: Create Quiz

User: "Make a quiz about company policies with 10 questions"
Claude: Creates quiz form, adds multiple choice questions
        with correct answers and points.
        Returns: "Quiz created with 10 questions, 100 points total"

Example 4: Add Branching

User: "If someone selects 'Remote', ask about their home office setup"
Claude: Adds branching logic from Remote option to follow-up questions.
        Confirms: "Branching logic added for Remote selection"

Authentication Flow

1. Claude navigates to forms.office.com via Playwright MCP
2. Authenticates with MICROSOFT_EMAIL if needed
3. Handles 2FA if prompted (notifies user via iMessage)
4. Maintains session for Forms operations

Selectors Reference

// New form button
'[aria-label="New Form"]'

// Form title
'.form-title-input'

// Add question
'[aria-label="Add new"]'

// Question type menu
'.question-type-menu'

// Question text
'.question-title-input'

// Answer options
'.choice-input'

// Required toggle
'[aria-label="Required"]'

// Branching
'[aria-label="Branching"]'

// Responses tab
'[aria-label="Responses"]'

// Share button
'[aria-label="Share"]'

// Settings
'[aria-label="Settings"]'

Question Types

Choice           // Multiple choice (single select)
Text             // Short or long answer
Rating           // Star or number rating
Date             // Date picker
Ranking          // Order items
Likert           // Agreement scale
File upload      // Upload attachments
Net Promoter Score // NPS question

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Form Create Failed: Retry, check permissions
• Question Add Failed: Retry, verify question type
• Export Failed: Check Excel availability, retry
• Share Failed: Verify sharing settings

Self-Improvement Instructions

When you learn a better way to accomplish a task with Microsoft Forms:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific question design best practices
4. Note quiz vs form differences

Notes

• Forms auto-saves changes
• Quiz mode enables grading
• Branching creates dynamic forms
• Response notifications available
• Export to Excel for analysis
• Anonymous or identified responses
• Forms accessible on mobile
• Templates available for common use cases