AI-native automation
Connect Harvey and OneDrive 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 OneDrive together
- 01
Upload file in OneDrive when document ready in Harvey.
Caddi watches Harvey for document ready and upload file in OneDrive — no copy-paste, no missed records.
- 02
Redline document in Harvey when new file in folder in OneDrive.
Caddi watches OneDrive for new file in folder and redline document in Harvey so the two systems stay in lockstep.
- 03
Create folder in OneDrive from Harvey events.
When review requested happens in Harvey, Caddi create folder in OneDrive 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 OneDrive
- 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.
- OneDrive
New file in folder
Triggers when a file is added to a watched folder.
- OneDrive
File updated
Triggers when a file is modified.
- OneDrive
Upload file
Add a file to a OneDrive folder.
- OneDrive
Create folder
Create a new folder under a parent.
- OneDrive
Move file
Move a file between folders.
- OneDrive
Read Excel sheet
Read a range of cells from an Excel workbook in OneDrive.
Common questions
How does Caddi connect Harvey and OneDrive?
Harvey and OneDrive 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 OneDrive 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 OneDrive to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Harvey + OneDrive 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 OneDrive?
Drop your work email and we'll show you Caddi running end-to-end against Harvey, OneDrive, and the rest of your stack.