AI-native automation

Automate work acrossMicrosoft 365 and Rampby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Microsoft 365Productivity
RampFinance
Any action in this tool.

See it on your stack

See Caddi run Microsoft 365 and Ramp together.

  • Brighton Jones
  • 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.
  • 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

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.

Practical ways to use Microsoft 365 and Ramp together

  • 01

    Keep Microsoft 365 and Ramp in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Microsoft 365 and Ramp

  • 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 Microsoft 365 and Ramp?

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

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

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