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AI-native automation

Automate work acrossBox and Microsoft Outlookwith Caddi AI Agents.

Automate anything you do across Box, Microsoft Outlook, 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 Box and Microsoft Outlook

  1. Connect Box to Caddi

    Allow

    1Sign in to Box

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

  2. Connect Microsoft Outlook to Caddi

    Allow

    2Sign in to Microsoft Outlook

    The same click again. Both tools are connected.

  3. Send email in Microsoft Outlook when new file in folder in Box.

    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.

  • 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 Box and Microsoft Outlook together

  • 01

    Send email in Microsoft Outlook when new file in folder in Box.

    Caddi watches Box for new file in folder and send email in Microsoft Outlook. No copy-paste, no missed records.

  • 02

    Upload file in Box when new email in Microsoft Outlook.

    Caddi watches Microsoft Outlook for new email and upload file in Box so the two systems stay in lockstep.

  • 03

    Reply to email in Microsoft Outlook from Box events.

    When folder shared happens in Box, Caddi reply to email in Microsoft Outlook with the right context attached.

Actions Caddi can take across Box and Microsoft Outlook

  • Box

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • Box

    Folder shared

    Triggers when a folder collaboration is added.

  • Box

    Upload file

    Add a file to a Box folder with metadata.

  • Box

    Create folder

    Create a new folder under a parent with permissions.

  • Box

    Search files

    Find files or folders with advanced search filters.

  • Box

    Move file

    Move a file between folders.

  • Microsoft Outlook

    New email

    Triggers when a new email arrives in your inbox.

  • Microsoft Outlook

    New event

    Triggers when a new event is added to your calendar.

  • Microsoft Outlook

    Flag set on email

    Triggers when you flag a message for follow-up.

  • Microsoft Outlook

    Send email

    Send a new email from your Outlook account.

  • Microsoft Outlook

    Reply to email

    Reply to an existing email thread.

  • Microsoft Outlook

    Forward email

    Forward an existing email to one or more recipients.

  • Microsoft Outlook

    Create event

    Add a new calendar event with attendees and reminders.

  • Microsoft Outlook

    Move message

    Move an email between folders.

Common questions

How does Caddi connect Box and Microsoft Outlook?

Box and Microsoft Outlook 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 Box and Microsoft Outlook 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 Box and Microsoft Outlook to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Box + Microsoft Outlook 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 Box and Microsoft Outlook?

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