AI-native automation
Connect iManage and Microsoft Teams 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 iManage and Microsoft Teams together
- 01
Send channel message in Microsoft Teams when new document in iManage.
Caddi watches iManage for new document and send channel message in Microsoft Teams — no copy-paste, no missed records.
- 02
Upload document in iManage when new channel message in Microsoft Teams.
Caddi watches Microsoft Teams for new channel message and upload document in iManage so the two systems stay in lockstep.
- 03
Send chat message in Microsoft Teams from iManage events.
When document updated happens in iManage, Caddi send chat message in Microsoft Teams 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 iManage and Microsoft Teams
- iManage
New document
Triggers when a new document is added to a workspace.
- iManage
Document updated
Triggers when an existing document is checked in.
- iManage
Upload document
Add a document to an iManage workspace with profile data.
- iManage
Search documents
Find documents by metadata, content, or author.
- iManage
Move document
Move a document between folders or workspaces.
- iManage
Copy document
Duplicate a document to a new folder.
- Microsoft Teams
New channel message
Triggers when a new message is posted to a channel.
- Microsoft Teams
New chat message
Triggers when a new direct or group chat arrives.
- Microsoft Teams
Send channel message
Post a message to a Teams channel.
- Microsoft Teams
Send chat message
Send a direct or group chat message.
- Microsoft Teams
Create channel
Spin up a new channel within a team.
Common questions
How does Caddi connect iManage and Microsoft Teams?
iManage and Microsoft Teams 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 iManage and Microsoft Teams 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 iManage and Microsoft Teams to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first iManage + Microsoft Teams 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 iManage and Microsoft Teams?
Drop your work email and we'll show you Caddi running end-to-end against iManage, Microsoft Teams, and the rest of your stack.