AI-native automation
Automate work across
Docusign and 
SharePointwith Caddi AI Agents.
Automate anything you do across Docusign, 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.
How to connect Docusign and SharePoint
Connect Docusign to Caddi
Allow1Sign in to Docusign
One click with your own Docusign login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
File completed DocuSign envelopes to SharePoint.
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 Docusign and SharePoint together
- 01
File completed DocuSign envelopes to SharePoint.
When an envelope completes, Caddi saves the signed document and certificate to the right SharePoint library with the metadata set, so the executed copy is filed the moment it is signed.
- 02
Send SharePoint documents out for signature.
Caddi pulls the current version from SharePoint, sends it through DocuSign with the right signers, and writes the executed copy back when it returns.
- 03
Chase the envelopes still out.
Caddi tracks which envelopes are outstanding, reminds signers on your schedule, and flags declines to the owner, so following up is not a recurring calendar entry.
Actions Caddi can take across Docusign and SharePoint
- Docusign
Envelope completed
Triggers when all signers complete an envelope.
- Docusign
Envelope sent
Triggers when an envelope is sent for signature.
- Docusign
Recipient signed
Triggers when a single recipient completes signing.
- Docusign
Envelope declined
Triggers when a recipient declines an envelope.
- Docusign
Send envelope from template
Send a pre-built template out for signature with merged fields.
- Docusign
Send envelope from document
Send an arbitrary document out for signature.
- Docusign
Void envelope
Cancel an in-flight envelope with a reason.
- Docusign
Download signed PDF
Pull the executed PDF and certificate from a completed envelope.
- Docusign
Move envelope
Move a completed envelope to a specified folder.
- 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 Docusign and SharePoint?
Docusign 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 Docusign 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 Docusign and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Docusign + 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 Docusign and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Docusign, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.