AI-native automation
Automate work across
Expensify and 
Microsoft Teamswith Caddi AI Agents.
Automate anything you do across Expensify, Microsoft Teams, 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 Expensify and Microsoft Teams
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify login. No API keys.
Connect Microsoft Teams to Caddi
Allow2Sign in to Microsoft Teams
The same click again. Both tools are connected.
Send channel message in Microsoft Teams when new expense report in Expensify.
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 Expensify and Microsoft Teams together
- 01
Send channel message in Microsoft Teams when new expense report in Expensify.
Caddi watches Expensify for new expense report and send channel message in Microsoft Teams. No copy-paste, no missed records.
- 02
Create expense in Expensify when new channel message in Microsoft Teams.
Caddi watches Microsoft Teams for new channel message and create expense in Expensify so the two systems stay in lockstep.
- 03
Send chat message in Microsoft Teams from Expensify events.
When report approved happens in Expensify, Caddi send chat message in Microsoft Teams with the right context attached.
Actions Caddi can take across Expensify and Microsoft Teams
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
- Microsoft Teams
New channel message
Triggers when a new message is posted to a channel.
- Microsoft Teams
New chat message
Triggers when a new direct or group chat arrives.
- Microsoft Teams
Send channel message
Post a message to a Teams channel.
- Microsoft Teams
Send chat message
Send a direct or group chat message.
- Microsoft Teams
Create channel
Spin up a new channel within a team.
Common questions
How does Caddi connect Expensify and Microsoft Teams?
Expensify and Microsoft Teams 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 Expensify and Microsoft Teams 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 Expensify and Microsoft Teams to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Microsoft Teams 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 Expensify and Microsoft Teams?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Microsoft Teams, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.