- Automations
- Evernote + Microsoft 365
AI-native automation
Connect Evernote 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 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.
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 Evernote and Microsoft 365
EvernoteNew note
Triggers when a new note is created in a notebook.
EvernoteNote updated
Triggers when an existing note is edited.
EvernoteCreate note
Create an Evernote note with content and tags.
EvernoteUpdate note
Append or replace content in an existing note.
EvernoteFind note
Search notes by text or tag.
Microsoft 365New email in Outlook
Triggers when a new email arrives in Outlook.
Microsoft 365New calendar event
Triggers when a new event is added to a calendar.
Microsoft 365New file in OneDrive
Triggers when a file is added to OneDrive.
Microsoft 365Send email
Send a new email from your Outlook account.
Microsoft 365Create event
Add a new event with attendees and reminders.
Microsoft 365Upload file to OneDrive
Add a file to a OneDrive folder.
Microsoft 365Create 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.




