- Automations
- Microsoft 365 + Trello
AI-native automation
Automate work across
Microsoft 365 and
Trelloby 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 docketed Mail Uploads in Microsoft 365 and Trello. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Microsoft 365 and Trello 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 Trello together
- 01
Create card in Trello when new email in outlook in Microsoft 365.
Caddi watches Microsoft 365 for new email in outlook and create card in Trello — no copy-paste, no missed records.
- 02
Send email in Microsoft 365 when new card in Trello.
Caddi watches Trello for new card and send email in Microsoft 365 so the two systems stay in lockstep.
- 03
Move card in Trello from Microsoft 365 events.
When new calendar event happens in Microsoft 365, Caddi move card in Trello with the right context attached.
Actions Caddi can take across Microsoft 365 and Trello
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.
TrelloNew card
Triggers when a new card is added to a list.
TrelloCard moved
Triggers when a card is moved to a different list.
TrelloCard archived
Triggers when a card is archived.
TrelloCreate card
Add a new card to a list with description and members.
TrelloMove card
Move a card between lists or boards.
TrelloAdd comment
Post a comment on a card.
TrelloAdd attachment
Attach a file or URL to a card.
Common questions
How does Caddi connect Microsoft 365 and Trello?
Microsoft 365 and Trello 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 Trello 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 Trello to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft 365 + Trello 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 Trello?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft 365, Trello, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




