AI-native automation

Connect Laserfiche and Microsoft 365 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

Caddi can…
LaserficheFinance
Caddi can…
Microsoft 365Productivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Laserfiche and Microsoft 365 together

  • 01

    Send email in Microsoft 365 when get folder children in Laserfiche.

    Caddi watches Laserfiche for get folder children and send email in Microsoft 365 — no copy-paste, no missed records.

  • 02

    Upload document in Laserfiche when new email in outlook in Microsoft 365.

    Caddi watches Microsoft 365 for new email in outlook and upload document in Laserfiche so the two systems stay in lockstep.

  • 03

    Create event in Microsoft 365 from Laserfiche events.

    When get folder id happens in Laserfiche, Caddi create event in Microsoft 365 with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Laserfiche and Microsoft 365

  • Laserfiche

    Get folder children

    Lists all documents and subfolders within a folder with pagination support and metadata retrieval.

  • Laserfiche

    Get folder ID

    Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.

  • Laserfiche

    Get repository ID

    Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.

  • Laserfiche

    List o data tables

    Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.

  • Laserfiche

    Query o data entity

    Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.

  • Laserfiche

    Upload document

    Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.

  • Microsoft 365

    New email in Outlook

    Triggers when a new email arrives in Outlook.

  • Microsoft 365

    New calendar event

    Triggers when a new event is added to a calendar.

  • Microsoft 365

    New file in OneDrive

    Triggers when a file is added to OneDrive.

  • Microsoft 365

    Send email

    Send a new email from your Outlook account.

  • Microsoft 365

    Create event

    Add a new event with attendees and reminders.

  • Microsoft 365

    Upload file to OneDrive

    Add a file to a OneDrive folder.

  • Microsoft 365

    Create document in Word

    Create a Word document with starter content.

Common questions

How does Caddi connect Laserfiche and Microsoft 365?

Laserfiche and Microsoft 365 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 Laserfiche and Microsoft 365 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 Laserfiche and Microsoft 365 to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Laserfiche + Microsoft 365 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 Laserfiche and Microsoft 365?

Drop your work email and we'll show you Caddi running end-to-end against Laserfiche, Microsoft 365, and the rest of your stack.