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AI-native automation

Automate work acrossEvernote and Microsoft OneNoteby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate meeting note → CRM activity in Evernote and Microsoft OneNote. Caddi builds the loop and runs it.

EvernoteProductivity
Microsoft OneNoteProductivity

See it on your stack

See Caddi run Evernote and Microsoft OneNote together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Evernote and Microsoft OneNote together

  • 01

    Create page in Microsoft OneNote when new note in Evernote.

    Caddi watches Evernote for new note and create page in Microsoft OneNote — no copy-paste, no missed records.

  • 02

    Create note in Evernote when new page in Microsoft OneNote.

    Caddi watches Microsoft OneNote for new page and create note in Evernote so the two systems stay in lockstep.

  • 03

    Append to page in Microsoft OneNote from Evernote events.

    When note updated happens in Evernote, Caddi append to page in Microsoft OneNote with the right context attached.

Actions Caddi can take across Evernote and Microsoft OneNote

  • 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 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 Evernote and Microsoft OneNote?

Evernote 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 Evernote 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 Evernote and Microsoft OneNote to other tools too?

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

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