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AI-native automation

Automate work acrossMicrosoft 365 and Oracle EDMwith Caddi AI Agents.

Automate anything you do across Microsoft 365, Oracle EDM, 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 Microsoft 365 and Oracle EDM

  1. Connect Microsoft 365 to Caddi

    Allow

    1Sign in to Microsoft 365

    One click with your own Microsoft 365 login. No API keys.

  2. Connect Oracle EDM to Caddi

    Allow

    2Sign in to Oracle EDM

    The same click again. Both tools are connected.

  3. Create request in Oracle EDM when new email in outlook in Microsoft 365.

    ScreenshareType 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.

  • Brighton Jones
  • 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 Microsoft 365 and Oracle EDM together

  • 01

    Create request in Oracle EDM when new email in outlook in Microsoft 365.

    Caddi watches Microsoft 365 for new email in outlook and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Send email in Microsoft 365 when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and send email in Microsoft 365 so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from Microsoft 365 events.

    When new calendar event happens in Microsoft 365, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions Caddi can take across Microsoft 365 and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

Common questions

How does Caddi connect Microsoft 365 and Oracle EDM?

Microsoft 365 and Oracle EDM 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 Microsoft 365 and Oracle EDM 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 Microsoft 365 and Oracle EDM to other tools too?

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

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