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AI-native automation

Automate work acrossGoogle Sheets and SharePointby 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 cash Receipt Reconciliation in Google Sheets and SharePoint. Caddi builds the loop and runs it.

Google SheetsProductivity
SharePointProductivity

See it on your stack

See Caddi run Google Sheets and SharePoint 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 Google Sheets and SharePoint together

  • 01

    Upload document in SharePoint when new row in Google Sheets.

    Caddi watches Google Sheets for new row and upload document in SharePoint — no copy-paste, no missed records.

  • 02

    Add row in Google Sheets when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and add row in Google Sheets so the two systems stay in lockstep.

  • 03

    Create list item in SharePoint from Google Sheets events.

    When row updated happens in Google Sheets, Caddi create list item in SharePoint with the right context attached.

Actions Caddi can take across Google Sheets and SharePoint

  • Google Sheets

    New row

    Triggers when a new row is added to a sheet.

  • Google Sheets

    Row updated

    Triggers when an existing row is modified.

  • Google Sheets

    Add row

    Append a new row to a sheet.

  • Google Sheets

    Update row

    Modify cells in an existing row.

  • Google Sheets

    Find row

    Search a sheet by column value and return matching rows.

  • Google Sheets

    Clear range

    Empty a specified range of cells.

  • 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 Google Sheets and SharePoint?

Google Sheets and SharePoint 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 Google Sheets and SharePoint 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 Google Sheets and SharePoint to other tools too?

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

Ready to automate Google Sheets and SharePoint?

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