AI-native automation

Automate work acrossEvernote and Microsoft 365by AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

EvernoteProductivity
Microsoft 365Productivity

See it on your stack

See Caddi run Evernote and Microsoft 365 together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Evernote and Microsoft 365 together

  • 01

    Send email in Microsoft 365 when new note in Evernote.

    Caddi watches Evernote for new note and send email in Microsoft 365 — no copy-paste, no missed records.

  • 02

    Create note in Evernote when new email in outlook in Microsoft 365.

    Caddi watches Microsoft 365 for new email in outlook and create note in Evernote so the two systems stay in lockstep.

  • 03

    Create event in Microsoft 365 from Evernote events.

    When note updated happens in Evernote, Caddi create event in Microsoft 365 with the right context attached.

Actions Caddi can take across Evernote and Microsoft 365

  • Evernote

    New note

    Triggers when a new note is created in a notebook.

  • Evernote

    Note updated

    Triggers when an existing note is edited.

  • Evernote

    Create note

    Create an Evernote note with content and tags.

  • Evernote

    Update note

    Append or replace content in an existing note.

  • Evernote

    Find note

    Search notes by text or tag.

  • 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 Evernote and Microsoft 365?

Evernote 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 Evernote 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 Evernote and Microsoft 365 to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + 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 Evernote and Microsoft 365?

Drop your work email and we'll show you Caddi running end-to-end against Evernote, Microsoft 365, and the rest of your stack.