AI-native automation
Automate work across
Microsoft 365 and 
Surepointby 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.
Help me automate prebill prep in Microsoft 365 and Surepoint. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Microsoft 365 and Surepoint 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Microsoft 365 and Surepoint together
- 01
Create matter in Surepoint when new email in outlook in Microsoft 365.
Caddi watches Microsoft 365 for new email in outlook and create matter in Surepoint — no copy-paste, no missed records.
- 02
Send email in Microsoft 365 when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and send email in Microsoft 365 so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Microsoft 365 events.
When new calendar event happens in Microsoft 365, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across Microsoft 365 and Surepoint
- 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.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Microsoft 365 and Surepoint?
Microsoft 365 and Surepoint 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 Surepoint 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 Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft 365 + Surepoint 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 Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft 365, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.