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AI-native automation

Automate work acrossGmail and Microsoft OneNoteby 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.

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Help me automate meeting note → CRM activity in Gmail and Microsoft OneNote. Caddi builds the loop and runs it.

GmailProductivity
Microsoft OneNoteProductivity

See it on your stack

See Caddi run Gmail and Microsoft OneNote together.

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

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Gmail and Microsoft OneNote together

  • 01

    Create page in Microsoft OneNote when new email in Gmail.

    Caddi watches Gmail for new email and create page in Microsoft OneNote — no copy-paste, no missed records.

  • 02

    Send email in Gmail when new page in Microsoft OneNote.

    Caddi watches Microsoft OneNote for new page and send email in Gmail so the two systems stay in lockstep.

  • 03

    Append to page in Microsoft OneNote from Gmail events.

    When new email matching search happens in Gmail, Caddi append to page in Microsoft OneNote with the right context attached.

Actions Caddi can take across Gmail and Microsoft OneNote

  • Gmail

    New email

    Triggers when a new email arrives in your inbox.

  • Gmail

    New email matching search

    Triggers on new emails matching a Gmail search query.

  • Gmail

    New label applied

    Triggers when a new label is applied to a message.

  • Gmail

    Send email

    Send a new email from your Gmail account.

  • Gmail

    Reply to email

    Reply to an existing email thread.

  • Gmail

    Send email with attachments

    Send an email with one or more attached files.

  • Gmail

    Apply label

    Add a label to a message or move it between folders.

  • 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 Gmail and Microsoft OneNote?

Gmail and Microsoft OneNote 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 Gmail and Microsoft OneNote 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 Gmail and Microsoft OneNote to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Gmail and Microsoft OneNote?

Drop your work email and we'll show you Caddi running end-to-end against Gmail, Microsoft OneNote, and the rest of your stack.