AI-native automation
Automate work across
FactSet and 
Microsoft OneNoteby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run FactSet and Microsoft OneNote 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.
- 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
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.
Practical ways to use FactSet and Microsoft OneNote together
- 01
Keep FactSet and Microsoft OneNote in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across FactSet and Microsoft OneNote
- Microsoft OneNote
New page
Triggers when a new page is added to a notebook.
- Microsoft OneNote
New section
Triggers when a new section is created.
- Microsoft OneNote
Create page
Add a new OneNote page with content.
- Microsoft OneNote
Append to page
Append text or HTML to an existing page.
Common questions
How does Caddi connect FactSet and Microsoft OneNote?
FactSet and Microsoft OneNote 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 FactSet and Microsoft OneNote 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 FactSet and Microsoft OneNote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FactSet + Microsoft OneNote 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 FactSet and Microsoft OneNote?
Drop your work email and we'll show you Caddi running end-to-end against FactSet, Microsoft OneNote, and the rest of your stack.