AI-native automation

Automate work acrossMicrosoft OneNote and Mondayby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Microsoft OneNoteProductivity
MondayProductivity

See it on your stack

See Caddi run Microsoft OneNote and Monday together.

  • Brighton Jones
  • 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.
  • 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

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

Practical ways to use Microsoft OneNote and Monday together

  • 01

    Create item in Monday when new page in Microsoft OneNote.

    Caddi watches Microsoft OneNote for new page and create item in Monday — no copy-paste, no missed records.

  • 02

    Create page in Microsoft OneNote when new item in Monday.

    Caddi watches Monday for new item and create page in Microsoft OneNote so the two systems stay in lockstep.

  • 03

    Update item in Monday from Microsoft OneNote events.

    When new section happens in Microsoft OneNote, Caddi update item in Monday with the right context attached.

Actions Caddi can take across Microsoft OneNote and Monday

  • Microsoft OneNote

    New page

    Triggers when a new page is added to a notebook.

  • Microsoft OneNote

    New section

    Triggers when a new section is created.

  • Microsoft OneNote

    Create page

    Add a new OneNote page with content.

  • Microsoft OneNote

    Append to page

    Append text or HTML to an existing page.

  • Monday

    New item

    Triggers when a new item is added to a board.

  • Monday

    Item updated

    Triggers when an item's columns change.

  • Monday

    Status changed

    Triggers when an item's status moves to a new value.

  • Monday

    Create item

    Add a new item to a board with column values.

  • Monday

    Update item

    Modify column values on an existing item.

  • Monday

    Move item to group

    Move an item between groups within a board.

Common questions

How does Caddi connect Microsoft OneNote and Monday?

Microsoft OneNote and Monday 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 OneNote and Monday 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 OneNote and Monday to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft OneNote + Monday 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 OneNote and Monday?

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