AI-native automation
Automate work across
Expensify and 
OneDriveby 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.
Help me automate new Hire Tracker Cleanup in Expensify and OneDrive. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Expensify and OneDrive together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Expensify and OneDrive together
- 01
Upload file in OneDrive when new expense report in Expensify.
Caddi watches Expensify for new expense report and upload file in OneDrive — no copy-paste, no missed records.
- 02
Create expense in Expensify when new file in folder in OneDrive.
Caddi watches OneDrive for new file in folder and create expense in Expensify so the two systems stay in lockstep.
- 03
Create folder in OneDrive from Expensify events.
When report approved happens in Expensify, Caddi create folder in OneDrive with the right context attached.
Actions Caddi can take across Expensify and OneDrive
- 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.
- OneDrive
New file in folder
Triggers when a file is added to a watched folder.
- OneDrive
File updated
Triggers when a file is modified.
- OneDrive
Upload file
Add a file to a OneDrive folder.
- OneDrive
Create folder
Create a new folder under a parent.
- OneDrive
Move file
Move a file between folders.
- OneDrive
Read Excel sheet
Read a range of cells from an Excel workbook in OneDrive.
Common questions
How does Caddi connect Expensify and OneDrive?
Expensify and OneDrive 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 OneDrive 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 OneDrive to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + OneDrive 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 OneDrive?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, OneDrive, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.