2025.08. 20 本文字数：1337，阅读时长大约2分钟 其他厂商也在突出自家智能表格的长处。此前飞书对多维表格进行更新，将多维表格单表容量提升至1000万热行，称这是同类产品中 首个支持单表千万行的业务系统。钉钉7月推出的新版AI表格则提出"表格即文档"概念，即将文档融入数据表，使表格每一行记录都是 一个独立文档，AI表格可以提取、分类、理解、匹配信息并按要求生成多模态内容。 在协同办公软件扩大用户规模的过程中，智能表格已成为一个重要功能。去年9月，飞书多维表格月活跃用户数约600万，今年7月这一 数字已逼近1000万。此次推出智能表格的企业微信也在扩大用户规模。2023年3月，企业微信连接的真实企业及组织超1200万家。据 企业微信最新披露，目前企业微信连接真实企业及组织的数量已超1400万家，企业每天通过企业微信服务的微信用户数超7.5亿。 作者 | 第一财经 郑栩彤 协同办公软件领域掀起AI竞赛。 上个月，飞书在钉钉发布新版AI表格后一日推出经过升级的多维表格产品，两家之间的竞争备受关注。当时，飞书CEO谢欣称飞书多 维表格领先钉钉超12个月，飞书首席商业官向钉钉喊话"企业微信流程已经走完，你们 ...

Core Viewpoint - OpenAI is developing a significant feature for ChatGPT that will allow users to create and edit Excel and PowerPoint files directly within the platform, marking a shift in how office software is utilized [1][5][14] Group 1: OpenAI's Developments - OpenAI is working on integrating native support for editing Office files, enabling users to perform tasks like formula input and chart analysis without traditional software [1][5] - The company is also testing more advanced agent functionalities to meet complex user needs and is developing document-based collaboration tools [1][5] Group 2: Competitive Landscape - The office software market is witnessing a surge in AI integration, with major players like Microsoft and Kingsoft (WPS) also enhancing their offerings with AI capabilities [2][5] - Traditional giants like Microsoft have introduced features like Copilot, which integrates AI into core applications, while WPS focuses on modular AI capabilities [5][7] Group 3: Collaboration Platforms - Domestic collaboration platforms such as Feishu, DingTalk, and WeChat Work are also entering the AI office space, launching AI-driven features like smart tables to compete in the market [4][10] - These platforms leverage their existing collaborative capabilities to integrate AI functionalities seamlessly, enhancing user experience without requiring additional learning [10][12] Group 4: New Paradigms in Office Software - The competition is not merely about adding AI features but about redefining the office software paradigm, with a focus on creating closed-loop systems where AI can understand user intent and automate workflows [13][14] - The future of office work may shift from traditional document formats to more dynamic interactions with AI, changing the fundamental nature of how work is conducted [14][17]

Group 1 - OpenAI is developing a significant feature that allows ChatGPT to natively support and edit Excel and PowerPoint files, enabling users to create and open .xlsx and .pptx files directly within ChatGPT [1] - The integration of AI into office applications is seen as a key area for large model applications, with traditional office software like Microsoft Office and WPS not yet reaching a breakthrough in user experience [1][4] - The competition in the AI office market is intensifying, with major players including traditional software giants, large model companies, and collaborative office platforms all vying for dominance [4][5] Group 2 - Kunlun Wanwei has recently completed a strategic transformation by launching the "TianGong Super Intelligent Agent," which integrates multiple intelligent agents for documents, PPTs, and spreadsheets, branding it as an "AI version of Office" [2][9] - Collaborative office platforms such as Feishu, DingTalk, and WeChat Work are also entering the AI office space, focusing on AI-driven table functionalities to enhance their offerings [4][13] - Traditional giants like Microsoft and WPS have begun integrating AI capabilities into their core applications, but face challenges in user adoption and experience [5][8] Group 3 - The approach of large model companies like OpenAI is to "rewrite office software" rather than simply adding AI plugins, aiming for a more integrated user experience [12][18] - The competition is not just about who integrates AI first, but about who can create a complete workflow that allows AI to understand user intent and automate tasks effectively [18][20] - The future of office work is shifting from traditional document formats to a more fluid interaction with AI, where users can simply prompt the AI to perform tasks rather than manually creating documents [20]

Core Viewpoint - The competition among Tencent, Alibaba, and ByteDance in the B-end collaborative office sector has intensified, particularly with their recent launches of AI-driven spreadsheet tools, indicating a fierce rivalry in the market [1][3][10]. Group 1: AI Spreadsheet Developments - Alibaba's DingTalk launched a new AI spreadsheet on July 8, which integrates AI capabilities into every cell, allowing for enhanced data management and productivity [5][10]. - ByteDance's Feishu introduced a new generation of AI-driven multi-dimensional spreadsheets aimed at maximizing employee potential and improving operational efficiency [5][10]. - Tencent's WeChat Work upgraded its intelligent spreadsheet features, focusing on AI capabilities such as batch tagging and custom fields to simplify business analysis [7][10]. Group 2: Competitive Landscape - The simultaneous focus on AI spreadsheets by these three companies reflects the intense competition in the collaborative office space, with each company striving to avoid falling behind [3][10]. - The competition is not only about technological advancements but also about capturing user mindshare in a saturated market, where all three companies are vying for dominance [15][18]. - As of 2023, DingTalk leads in user scale, followed by WeChat Work and Feishu, highlighting the ongoing battle for user acquisition among these platforms [15][17]. Group 3: Strategic Implications - The push for AI spreadsheets is part of a broader strategy by Alibaba, ByteDance, and Tencent to solidify their positions in the AI-driven B-end market, with each company viewing this as a critical area for future growth [11][12][21]. - The competition extends beyond the B-end to the C-end market, where these companies are also engaged in fierce battles across various sectors, including e-commerce and digital entertainment [22][24]. - The overarching goal for these companies is to expand their business ecosystems and secure a foothold in emerging technologies, particularly AI, which is seen as a key driver for the next decade [26].

Core Viewpoint - The article discusses the launch of new AI products by Feishu, including an upgraded multi-dimensional spreadsheet that can replace small business systems, allowing companies to streamline workflows without purchasing additional software [1][4]. Group 1: Feishu's New AI Products - Feishu introduced several AI products at the 2025 Future Unlimited Conference, including knowledge Q&A, AI meetings, and the upgraded multi-dimensional spreadsheet [1]. - The multi-dimensional spreadsheet is designed to integrate with existing collaboration environments, supporting WeChat Work and DingTalk in the future [1][4]. - The new spreadsheet features built-in application components and enhanced business intelligence (BI) analysis capabilities, allowing users to analyze data without complex formulas [4]. Group 2: Competitors' Responses - Competitors DingTalk and WeChat Work also announced upgrades to their AI spreadsheet products around the same time, focusing on integrating unstructured information into workflows [3][6]. - DingTalk's new AI spreadsheet allows users to handle tasks in bulk and integrates document functionalities directly into the spreadsheet [6]. - WeChat Work's upgraded smart spreadsheet can connect with WeChat clients and utilize AI for content generation and customer analysis [6]. Group 3: AI Application Maturity Model - Feishu's CEO introduced an AI application maturity model categorizing products into four levels, from concept validation to fully mature applications [7][8]. - The model aims to help users understand the maturity of AI products and set realistic expectations [8]. - Feishu's "Knowledge Q&A" feature has reached M3 maturity, while the "Smart Meeting Minutes" product has achieved M4 maturity, demonstrating high accuracy and logical summarization capabilities [8].

Core Insights - The latest updates to WeChat Work versions 4.1.36 and 4.1.38 enhance AI capabilities, integrating with large models like DeepSeek to improve efficiency in enterprise collaboration [1][2] - The upgraded "Smart Robot" feature allows companies to upload internal documents, enabling the AI to answer employee queries accurately and efficiently [2][4] - The "Smart Table" feature now includes "AI Fields" for batch processing, image recognition, and content generation, streamlining data management and enhancing operational efficiency [5][6] Group 1: AI Capabilities - WeChat Work's AI capabilities have been significantly upgraded, allowing for better integration with enterprise knowledge bases and business systems, effectively serving as an "AI assistant" for employees [1][2] - The "Smart Robot" can now access various live documents, making it a versatile tool for answering questions and providing insights based on real-time data [2][4] - The AI can also be integrated with business systems via API, enabling quick access to key data and facilitating business analysis [2] Group 2: Smart Table Enhancements - The "Smart Table" feature combines the usability of Excel with powerful database functions, allowing non-technical users to manage complex data systems easily [5][6] - New "AI Fields" capabilities include AI classification for batch tagging and categorization, significantly reducing the time spent on repetitive analysis tasks [6] - AI image understanding is applied in various scenarios, such as factory inspections and retail evaluations, enhancing accuracy and efficiency in operational processes [6][8] Group 3: Practical Applications - The implementation of the "Smart Robot" at Xiamen University demonstrates its effectiveness in improving administrative efficiency and student satisfaction by providing quick answers to common inquiries [4] - The "Smart Table" can automatically summarize customer follow-up situations and identify high-potential clients, leading to more transparent information management [5][6] - Companies leveraging these AI capabilities are experiencing a transformation in internal collaboration, customer service, and decision-making processes, ultimately fostering creativity and innovation [8]