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AI-native automation

Automate work acrossMicrosoft 365 and Timelyby 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.

Sign up freeFree for 14 days.

Help me automate timely-to-billing in Microsoft 365 and Timely. Caddi builds the loop and runs it.

Microsoft 365Productivity
TimelyProductivity

See it on your stack

See Caddi run Microsoft 365 and Timely together.

  • 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.
  • 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Microsoft 365 and Timely together

  • 01

    Create time entry in Timely when new email in outlook in Microsoft 365.

    Caddi watches Microsoft 365 for new email in outlook and create time entry in Timely — no copy-paste, no missed records.

  • 02

    Send email in Microsoft 365 when new time entry in Timely.

    Caddi watches Timely for new time entry and send email in Microsoft 365 so the two systems stay in lockstep.

  • 03

    Create project in Timely from Microsoft 365 events.

    When new calendar event happens in Microsoft 365, Caddi create project in Timely with the right context attached.

Actions Caddi can take across Microsoft 365 and Timely

  • 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.

  • Timely

    New time entry

    Triggers when a time entry is logged.

  • Timely

    Project updated

    Triggers when a project's status or details change.

  • Timely

    Create time entry

    Log a time entry against a project and user.

  • Timely

    Create project

    Spin up a new Timely project with budget and team.

Common questions

How does Caddi connect Microsoft 365 and Timely?

Microsoft 365 and Timely 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 Timely 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 Timely to other tools too?

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

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