AI-native automation
Automate work across
Litify and 
Microsoft OneNotewith Caddi AI Agents.
Automate anything you do across Litify, Microsoft OneNote, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Litify and Microsoft OneNote
Connect Litify to Caddi
Allow1Sign in to Litify
One click with your own Litify login. No API keys.
Connect Microsoft OneNote to Caddi
Allow2Sign in to Microsoft OneNote
The same click again. Both tools are connected.
Create page in Microsoft OneNote when new matter in Litify.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Litify and Microsoft OneNote together
In a law firm the work between Litify and Microsoft OneNote is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create page in Microsoft OneNote when new matter in Litify.
Caddi watches Litify for new matter and create page in Microsoft OneNote. No copy-paste, no missed records.
- 02
Create matter in Litify when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and create matter in Litify so the two systems stay in lockstep.
- 03
Append to page in Microsoft OneNote from Litify events.
When intake submitted happens in Litify, Caddi append to page in Microsoft OneNote with the right context attached.
Actions Caddi can take across Litify and Microsoft OneNote
- Litify
New matter
Triggers when a new matter is opened in Litify.
- Litify
Intake submitted
Triggers when a new intake clears Salesforce validation.
- Litify
Matter status changed
Triggers when a matter changes status or stage.
- Litify
Create matter
Open a new Litify matter with client and intake data.
- Litify
Create intake
Push a new intake record into Litify for triage.
- Litify
Create task
Schedule a task against a matter and team member.
- Litify
Upload document
Attach a document to a matter with metadata.
- Microsoft OneNote
New page
Triggers when a new page is added to a notebook.
- Microsoft OneNote
New section
Triggers when a new section is created.
- Microsoft OneNote
Create page
Add a new OneNote page with content.
- Microsoft OneNote
Append to page
Append text or HTML to an existing page.
Common questions
How does Caddi connect Litify and Microsoft OneNote?
Litify and Microsoft OneNote 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 Litify and Microsoft OneNote 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 Litify and Microsoft OneNote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + Microsoft OneNote 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.
Does this work for law firms?
Yes. Caddi runs Litify and Microsoft OneNote with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Litify and Microsoft OneNote?
Drop your work email and we'll show you Caddi running end-to-end against Litify, Microsoft OneNote, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.