AI-native automation
Connect Harvey and Microsoft OneNote with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use Harvey and Microsoft OneNote together
- 01
Create page in Microsoft OneNote when document ready in Harvey.
Caddi watches Harvey for document ready and create page in Microsoft OneNote — no copy-paste, no missed records.
- 02
Redline document in Harvey when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and redline document in Harvey so the two systems stay in lockstep.
- 03
Append to page in Microsoft OneNote from Harvey events.
When review requested happens in Harvey, Caddi append to page in Microsoft OneNote with the right context attached.
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.
Actions Caddi can take across Harvey and Microsoft OneNote
- Harvey
Document ready
Triggers when a document is queued for Harvey to process.
- Harvey
Review requested
Triggers when a redline or review is requested on a draft.
- Harvey
Analysis complete
Triggers when Harvey finishes a summary, redline, or extraction.
- Harvey
Redline document
Send a draft to Harvey for AI redlining and markup.
- Harvey
Summarize document
Generate a summary of a document or document set.
- Harvey
Extract clauses
Pull key clauses, terms, or issues from a document.
- Harvey
Answer question
Run a research or document question against Harvey.
- 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 Harvey and Microsoft OneNote?
Harvey 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 Harvey 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 Harvey and Microsoft OneNote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Harvey + 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 Harvey and Microsoft OneNote?
Drop your work email and we'll show you Caddi running end-to-end against Harvey, Microsoft OneNote, and the rest of your stack.