AI-native automation
Automate work across
Evernote and 
SharePointwith Caddi AI Agents.
Automate anything you do across Evernote, 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 Evernote and SharePoint
Connect Evernote to Caddi
Allow1Sign in to Evernote
One click with your own Evernote login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
Upload document in SharePoint when new note in Evernote.
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 Evernote and SharePoint together
- 01
Upload document in SharePoint when new note in Evernote.
Caddi watches Evernote for new note and upload document in SharePoint. No copy-paste, no missed records.
- 02
Create note in Evernote when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create note in Evernote so the two systems stay in lockstep.
- 03
Create list item in SharePoint from Evernote events.
When note updated happens in Evernote, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across Evernote and SharePoint
- 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.
- 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 Evernote and SharePoint?
Evernote 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 Evernote 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 Evernote and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + 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 Evernote and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Evernote, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.