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AI-native automation

Automate work acrossAirtable and SharePointwith Caddi AI Agents.

Automate anything you do across Airtable, SharePoint, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Airtable and SharePoint

  1. Connect Airtable to Caddi

    Allow

    1Sign in to Airtable

    One click with your own Airtable login. No API keys.

  2. Connect SharePoint to Caddi

    Allow

    2Sign in to SharePoint

    The same click again. Both tools are connected.

  3. Upload document in SharePoint when new record in Airtable.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Airtable and SharePoint together

  • 01

    Upload document in SharePoint when new record in Airtable.

    Caddi watches Airtable for new record and upload document in SharePoint. No copy-paste, no missed records.

  • 02

    Create record in Airtable when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and create record in Airtable so the two systems stay in lockstep.

  • 03

    Create list item in SharePoint from Airtable events.

    When record updated happens in Airtable, Caddi create list item in SharePoint with the right context attached.

Actions Caddi can take across Airtable and SharePoint

  • Airtable

    New record

    Triggers when a new record is added to a table or view.

  • Airtable

    Record updated

    Triggers when an existing record is modified.

  • Airtable

    Create record

    Add a new record to a table with field values.

  • Airtable

    Update record

    Modify fields on an existing record by ID or formula match.

  • Airtable

    Find record

    Search a table with a formula and return matching rows.

  • Airtable

    Delete record

    Remove a record by ID.

  • SharePoint

    New document in library

    Triggers when a file is added to a document library.

  • SharePoint

    List item created

    Triggers when a new list item is added.

  • SharePoint

    Upload document

    Add a file to a SharePoint document library.

  • SharePoint

    Create list item

    Add a new item to a SharePoint list.

  • SharePoint

    Update list item

    Modify fields on an existing list item.

  • SharePoint

    Search files

    Find files across a site or library.

Common questions

How does Caddi connect Airtable and SharePoint?

Airtable and SharePoint just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Airtable and SharePoint end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Airtable and SharePoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + SharePoint loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Airtable and SharePoint?

Drop your work email and we'll show you Caddi running end-to-end against Airtable, SharePoint, and the rest of your stack.