AI-native automation
Connect Expensify and Microsoft Teams 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 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.
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 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. 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 Expensify and Microsoft Teams 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 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 the screenshare. 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.