AI-native automation
Automate work across
ClickUp and 
Microsoft OneNotewith Caddi AI Agents.
Automate anything you do across ClickUp, Microsoft OneNote, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect ClickUp and Microsoft OneNote
Connect ClickUp to Caddi
Allow1Sign in to ClickUp
One click with your own ClickUp login. No API keys.
Connect Microsoft OneNote to Caddi
Allow2Sign in to Microsoft OneNote
The same click again. Both tools are connected.
Create page in Microsoft OneNote when new task in ClickUp.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 ClickUp and Microsoft OneNote together
- 01
Create page in Microsoft OneNote when new task in ClickUp.
Caddi watches ClickUp for new task and create page in Microsoft OneNote. No copy-paste, no missed records.
- 02
Create task in ClickUp when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and create task in ClickUp so the two systems stay in lockstep.
- 03
Append to page in Microsoft OneNote from ClickUp events.
When status changed happens in ClickUp, Caddi append to page in Microsoft OneNote with the right context attached.
Actions Caddi can take across ClickUp and Microsoft OneNote
- ClickUp
New task
Triggers when a task is created in a list.
- ClickUp
Status changed
Triggers when a task moves to a new status.
- ClickUp
Task due
Triggers when a task reaches its due date.
- ClickUp
Create task
Add a task with fields, assignee and due date.
- ClickUp
Update task
Change status, fields or assignee on a task.
- ClickUp
Add comment
Post a comment on a task.
- 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 ClickUp and Microsoft OneNote?
ClickUp and Microsoft OneNote 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 ClickUp and Microsoft OneNote 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 ClickUp and Microsoft OneNote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate ClickUp and Microsoft OneNote?
Drop your work email and we'll show you Caddi running end-to-end against ClickUp, Microsoft OneNote, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.