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AI-native automation

Automate work acrossMicrosoft OneNote and Mondayby 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.

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Help me automate email-to-item in Microsoft OneNote and Monday. Caddi builds the loop and runs it.

Microsoft OneNoteProductivity
MondayProductivity

See it on your stack

See Caddi run Microsoft OneNote and Monday 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 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. 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 OneNote and Monday 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 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 that first walkthrough. 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.