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AI-native automation

Automate work acrossClickUp and Microsoft Teamswith Caddi AI Agents.

Automate anything you do across ClickUp, Microsoft Teams, 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 ClickUp and Microsoft Teams

  1. Connect ClickUp to Caddi

    Allow

    1Sign in to ClickUp

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

  2. Connect Microsoft Teams to Caddi

    Allow

    2Sign in to Microsoft Teams

    The same click again. Both tools are connected.

  3. Send channel message in Microsoft Teams when new task in ClickUp.

    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 ClickUp and Microsoft Teams together

  • 01

    Send channel message in Microsoft Teams when new task in ClickUp.

    Caddi watches ClickUp for new task and send channel message in Microsoft Teams. No copy-paste, no missed records.

  • 02

    Create task in ClickUp when new channel message in Microsoft Teams.

    Caddi watches Microsoft Teams for new channel message and create task in ClickUp so the two systems stay in lockstep.

  • 03

    Send chat message in Microsoft Teams from ClickUp events.

    When status changed happens in ClickUp, Caddi send chat message in Microsoft Teams with the right context attached.

Actions Caddi can take across ClickUp and Microsoft Teams

  • 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 Teams

    New channel message

    Triggers when a new message is posted to a channel.

  • Microsoft Teams

    New chat message

    Triggers when a new direct or group chat arrives.

  • Microsoft Teams

    Send channel message

    Post a message to a Teams channel.

  • Microsoft Teams

    Send chat message

    Send a direct or group chat message.

  • Microsoft Teams

    Create channel

    Spin up a new channel within a team.

Common questions

How does Caddi connect ClickUp and Microsoft Teams?

ClickUp and Microsoft Teams 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 Teams 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 Teams to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + Microsoft Teams 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 Teams?

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