AI-native automation

Connect Evernote and SharePoint 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

Caddi can…
EvernoteProductivity
Caddi can…
SharePointProductivity
Get a demoAverage setup: one screenshare, live the same week.

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.

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

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.

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. 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 SharePoint 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 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 the screenshare. 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.