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AI-native automation

Automate work acrossCalendly and SharePointwith Caddi AI Agents.

Automate anything you do across Calendly, 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 Calendly and SharePoint

  1. Connect Calendly to Caddi

    Allow

    1Sign in to Calendly

    One click with your own Calendly 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 event scheduled in Calendly.

    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 Calendly and SharePoint together

  • 01

    Upload document in SharePoint when new event scheduled in Calendly.

    Caddi watches Calendly for new event scheduled and upload document in SharePoint. No copy-paste, no missed records.

  • 02

    Create one-off meeting in Calendly when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and create one-off meeting in Calendly so the two systems stay in lockstep.

  • 03

    Create list item in SharePoint from Calendly events.

    When event cancelled happens in Calendly, Caddi create list item in SharePoint with the right context attached.

Actions Caddi can take across Calendly and SharePoint

  • Calendly

    New event scheduled

    Triggers when an invitee books a meeting.

  • Calendly

    Event cancelled

    Triggers when a scheduled meeting is cancelled.

  • Calendly

    No-show recorded

    Triggers when an invitee is marked as a no-show.

  • Calendly

    Create one-off meeting

    Spin up a one-off meeting link with custom configuration.

  • Calendly

    Update invitee

    Modify an existing invitee's details or registration.

  • 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 Calendly and SharePoint?

Calendly 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 Calendly 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 Calendly and SharePoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Calendly + 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 Calendly and SharePoint?

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