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AI-native automation

Automate work acrossKlaviyo and Microsoft Outlookwith Caddi AI Agents.

Automate anything you do across Klaviyo, Microsoft Outlook, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Klaviyo and Microsoft Outlook

  1. Connect Klaviyo to Caddi

    Allow

    1Sign in to Klaviyo

    One click with your own Klaviyo login. No API keys.

  2. Connect Microsoft Outlook to Caddi

    Allow

    2Sign in to Microsoft Outlook

    The same click again. Both tools are connected.

  3. Send email in Microsoft Outlook when profile created in Klaviyo.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Klaviyo and Microsoft Outlook together

  • 01

    Send email in Microsoft Outlook when profile created in Klaviyo.

    Caddi watches Klaviyo for profile created and send email in Microsoft Outlook. No copy-paste, no missed records.

  • 02

    Create or update profile in Klaviyo when new email in Microsoft Outlook.

    Caddi watches Microsoft Outlook for new email and create or update profile in Klaviyo so the two systems stay in lockstep.

  • 03

    Reply to email in Microsoft Outlook from Klaviyo events.

    When added to list happens in Klaviyo, Caddi reply to email in Microsoft Outlook with the right context attached.

Actions Caddi can take across Klaviyo and Microsoft Outlook

  • Klaviyo

    Profile created

    Triggers when a new profile is added.

  • Klaviyo

    Added to list

    Triggers when a profile joins a list.

  • Klaviyo

    Campaign sent

    Triggers when a campaign goes out.

  • Klaviyo

    Create or update profile

    Upsert a profile with properties.

  • Klaviyo

    Add to list

    Subscribe a profile to a list.

  • Klaviyo

    Track event

    Record a custom event on a profile.

  • Microsoft Outlook

    New email

    Triggers when a new email arrives in your inbox.

  • Microsoft Outlook

    New event

    Triggers when a new event is added to your calendar.

  • Microsoft Outlook

    Flag set on email

    Triggers when you flag a message for follow-up.

  • Microsoft Outlook

    Send email

    Send a new email from your Outlook account.

  • Microsoft Outlook

    Reply to email

    Reply to an existing email thread.

  • Microsoft Outlook

    Forward email

    Forward an existing email to one or more recipients.

  • Microsoft Outlook

    Create event

    Add a new calendar event with attendees and reminders.

  • Microsoft Outlook

    Move message

    Move an email between folders.

Common questions

How does Caddi connect Klaviyo and Microsoft Outlook?

Klaviyo and Microsoft Outlook 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 Klaviyo and Microsoft Outlook 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 Klaviyo and Microsoft Outlook to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + Microsoft Outlook 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 Klaviyo and Microsoft Outlook?

Drop your work email and we'll show you Caddi running end-to-end against Klaviyo, Microsoft Outlook, and the rest of your stack.