AI-native automation

Automate work acrossGmail and SharePointby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

GmailProductivity
SharePointProductivity

See it on your stack

See Caddi run Gmail and SharePoint together.

  • Brighton Jones
  • 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.
  • 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

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

Practical ways to use Gmail and SharePoint together

  • 01

    Upload document in SharePoint when new email in Gmail.

    Caddi watches Gmail for new email and upload document in SharePoint — no copy-paste, no missed records.

  • 02

    Send email in Gmail when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and send email in Gmail so the two systems stay in lockstep.

  • 03

    Create list item in SharePoint from Gmail events.

    When new email matching search happens in Gmail, Caddi create list item in SharePoint with the right context attached.

Actions Caddi can take across Gmail and SharePoint

  • 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.

  • SharePoint

    New document in library

    Triggers when a file is added to a document library.

  • SharePoint

    List item created

    Triggers when a new list item is added.

  • SharePoint

    Upload document

    Add a file to a SharePoint document library.

  • SharePoint

    Create list item

    Add a new item to a SharePoint list.

  • SharePoint

    Update list item

    Modify fields on an existing list item.

  • SharePoint

    Search files

    Find files across a site or library.

Common questions

How does Caddi connect Gmail and SharePoint?

Gmail and SharePoint 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 Gmail and SharePoint 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 Gmail and SharePoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + SharePoint 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 Gmail and SharePoint?

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