AI-native automation
Connect CASEpeer and Microsoft 365 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 CASEpeer and Microsoft 365 together
- 01
Send email in Microsoft 365 when new case in CASEpeer.
Caddi watches CASEpeer for new case and send email in Microsoft 365 — no copy-paste, no missed records.
- 02
Create case in CASEpeer when new email in outlook in Microsoft 365.
Caddi watches Microsoft 365 for new email in outlook and create case in CASEpeer so the two systems stay in lockstep.
- 03
Create event in Microsoft 365 from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi create event in Microsoft 365 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 CASEpeer and Microsoft 365
- CASEpeer
New case
Triggers when a new case is created in CasePeer.
- CASEpeer
Case stage changed
Triggers when a case advances to a new stage.
- CASEpeer
New intake
Triggers when a new lead enters the intake pipeline.
- CASEpeer
Create case
Open a new CasePeer case with client, incident, and intake fields.
- CASEpeer
Create contact
Add a contact (client, witness, opposing party) to a case.
- CASEpeer
Add note
Log a timestamped note against a case.
- CASEpeer
Update case stage
Advance a case to the next stage with optional owner change.
- Microsoft 365
New email in Outlook
Triggers when a new email arrives in Outlook.
- Microsoft 365
New calendar event
Triggers when a new event is added to a calendar.
- Microsoft 365
New file in OneDrive
Triggers when a file is added to OneDrive.
- Microsoft 365
Send email
Send a new email from your Outlook account.
- Microsoft 365
Create event
Add a new event with attendees and reminders.
- Microsoft 365
Upload file to OneDrive
Add a file to a OneDrive folder.
- Microsoft 365
Create document in Word
Create a Word document with starter content.
Common questions
How does Caddi connect CASEpeer and Microsoft 365?
CASEpeer and Microsoft 365 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 CASEpeer and Microsoft 365 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 CASEpeer and Microsoft 365 to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Microsoft 365 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 CASEpeer and Microsoft 365?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Microsoft 365, and the rest of your stack.