AI-native automation
Automate work across
Microsoft OneNote and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across Microsoft OneNote, MoneyGuidePro, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Microsoft OneNote and MoneyGuidePro
Connect Microsoft OneNote to Caddi
Allow1Sign in to Microsoft OneNote
One click with your own Microsoft OneNote login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
Create client in MoneyGuidePro when new page in Microsoft OneNote.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 · 150+ tools across legal, finance, and operations
Practical ways to use Microsoft OneNote and MoneyGuidePro together
At an RIA the work between Microsoft OneNote and MoneyGuidePro is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create client in MoneyGuidePro when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and create client in MoneyGuidePro. No copy-paste, no missed records.
- 02
Create page in Microsoft OneNote when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create page in Microsoft OneNote so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Microsoft OneNote events.
When new section happens in Microsoft OneNote, Caddi update goals in MoneyGuidePro with the right context attached.
Actions Caddi can take across Microsoft OneNote and MoneyGuidePro
- 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.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Microsoft OneNote and MoneyGuidePro?
Microsoft OneNote and MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft OneNote + MoneyGuidePro 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Microsoft OneNote and MoneyGuidePro with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Microsoft OneNote and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft OneNote, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.