AI-native automation
Connect Black Diamond and Microsoft OneNote with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Black Diamond and Microsoft OneNote together
- 01
Create page in Microsoft OneNote when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create page in Microsoft OneNote — no copy-paste, no missed records.
- 02
Generate report in Black Diamond when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Append to page in Microsoft OneNote from Black Diamond events.
When account updated happens in Black Diamond, Caddi append to page in Microsoft OneNote with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Black Diamond and Microsoft OneNote
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
- Microsoft OneNote
New page
Triggers when a new page is added to a notebook.
- Microsoft OneNote
New section
Triggers when a new section is created.
- Microsoft OneNote
Create page
Add a new OneNote page with content.
- Microsoft OneNote
Append to page
Append text or HTML to an existing page.
Common questions
How does Caddi connect Black Diamond and Microsoft OneNote?
Black Diamond and Microsoft OneNote just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Black Diamond and Microsoft OneNote end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Black Diamond and Microsoft OneNote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Microsoft OneNote 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Black Diamond and Microsoft OneNote?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Microsoft OneNote, and the rest of your stack.