- Automations
- Microsoft 365 + SurveyMonkey
AI-native automation
Connect Microsoft 365 and SurveyMonkey with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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


Practical ways to use Microsoft 365 and SurveyMonkey together
- 01
Create response in SurveyMonkey when new email in outlook in Microsoft 365.
Caddi watches Microsoft 365 for new email in outlook and create response in SurveyMonkey — no copy-paste, no missed records.
- 02
Send email in Microsoft 365 when new response in SurveyMonkey.
Caddi watches SurveyMonkey for new response and send email in Microsoft 365 so the two systems stay in lockstep.
- 03
Send survey invite in SurveyMonkey from Microsoft 365 events.
When new calendar event happens in Microsoft 365, Caddi send survey invite in SurveyMonkey with the right context attached.
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.
Actions Caddi can take across Microsoft 365 and SurveyMonkey
Microsoft 365New email in Outlook
Triggers when a new email arrives in Outlook.
Microsoft 365New calendar event
Triggers when a new event is added to a calendar.
Microsoft 365New file in OneDrive
Triggers when a file is added to OneDrive.
Microsoft 365Send email
Send a new email from your Outlook account.
Microsoft 365Create event
Add a new event with attendees and reminders.
Microsoft 365Upload file to OneDrive
Add a file to a OneDrive folder.
Microsoft 365Create document in Word
Create a Word document with starter content.
SurveyMonkeyNew response
Triggers when a respondent completes a survey.
SurveyMonkeyCreate response
Submit a programmatic response to a survey.
SurveyMonkeySend survey invite
Send a survey invitation to one or more contacts.
Common questions
How does Caddi connect Microsoft 365 and SurveyMonkey?
Microsoft 365 and SurveyMonkey 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 SurveyMonkey 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 SurveyMonkey to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft 365 + SurveyMonkey 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 SurveyMonkey?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft 365, SurveyMonkey, and the rest of your stack.




