- Automations
- Intapp + Microsoft Teams
AI-native automation
Connect Intapp 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 Intapp and Microsoft Teams together
- 01
Keep Intapp and Microsoft Teams in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
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 Intapp and Microsoft Teams
Microsoft TeamsNew channel message
Triggers when a new message is posted to a channel.
Microsoft TeamsNew chat message
Triggers when a new direct or group chat arrives.
Microsoft TeamsSend channel message
Post a message to a Teams channel.
Microsoft TeamsSend chat message
Send a direct or group chat message.
Microsoft TeamsCreate channel
Spin up a new channel within a team.
Common questions
How does Caddi connect Intapp and Microsoft Teams?
Intapp 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 Intapp 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 Intapp and Microsoft Teams to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Intapp + 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 Intapp and Microsoft Teams?
Drop your work email and we'll show you Caddi running end-to-end against Intapp, Microsoft Teams, and the rest of your stack.




