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AI-native automation

Automate work acrossMailChimp and Microsoft OneNoteby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate meeting note → CRM activity in MailChimp and Microsoft OneNote. Caddi builds the loop and runs it.

MailChimpProductivity
Microsoft OneNoteProductivity

See it on your stack

See Caddi run MailChimp and Microsoft OneNote together.

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

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use MailChimp and Microsoft OneNote together

  • 01

    Create page in Microsoft OneNote when new subscriber in MailChimp.

    Caddi watches MailChimp for new subscriber and create page in Microsoft OneNote — no copy-paste, no missed records.

  • 02

    Add subscriber in MailChimp when new page in Microsoft OneNote.

    Caddi watches Microsoft OneNote for new page and add subscriber in MailChimp so the two systems stay in lockstep.

  • 03

    Append to page in Microsoft OneNote from MailChimp events.

    When campaign sent happens in MailChimp, Caddi append to page in Microsoft OneNote with the right context attached.

Actions Caddi can take across MailChimp and Microsoft OneNote

  • MailChimp

    New subscriber

    Triggers when someone subscribes to an audience.

  • MailChimp

    Campaign sent

    Triggers when a campaign is sent to its audience.

  • MailChimp

    Unsubscribe

    Triggers when a subscriber opts out.

  • MailChimp

    Add subscriber

    Add a new subscriber to an audience with merge fields and tags.

  • MailChimp

    Update subscriber

    Modify a subscriber's merge fields or tags.

  • MailChimp

    Send campaign

    Trigger an existing campaign to send.

  • 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 MailChimp and Microsoft OneNote?

MailChimp 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 MailChimp 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 MailChimp and Microsoft OneNote to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first MailChimp + 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.

Ready to automate MailChimp and Microsoft OneNote?

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