AI-native automation
Automate work across
Microsoft 365 and 
ShareFileby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Microsoft 365 and ShareFile together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Microsoft 365 and ShareFile together
- 01
Upload file in ShareFile when new email in outlook in Microsoft 365.
Caddi watches Microsoft 365 for new email in outlook and upload file in ShareFile — no copy-paste, no missed records.
- 02
Send email in Microsoft 365 when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and send email in Microsoft 365 so the two systems stay in lockstep.
- 03
Create folder in ShareFile from Microsoft 365 events.
When new calendar event happens in Microsoft 365, Caddi create folder in ShareFile with the right context attached.
Actions Caddi can take across Microsoft 365 and ShareFile
- 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.
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect Microsoft 365 and ShareFile?
Microsoft 365 and ShareFile 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 ShareFile 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 ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft 365 + ShareFile 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 ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft 365, ShareFile, and the rest of your stack.