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AI-native automation

Automate work acrossMicrosoft OneNote and Notionwith Caddi AI Agents.

Automate anything you do across Microsoft OneNote, Notion, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Microsoft OneNote and Notion

  1. Connect Microsoft OneNote to Caddi

    Allow

    1Sign in to Microsoft OneNote

    One click with your own Microsoft OneNote login. No API keys.

  2. Connect Notion to Caddi

    Allow

    2Sign in to Notion

    The same click again. Both tools are connected.

  3. Create database entry in Notion when new page in Microsoft OneNote.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Notion together

  • 01

    Create database entry in Notion when new page in Microsoft OneNote.

    Caddi watches Microsoft OneNote for new page and create database entry in Notion. No copy-paste, no missed records.

  • 02

    Create page in Microsoft OneNote when new database entry in Notion.

    Caddi watches Notion for new database entry and create page in Microsoft OneNote so the two systems stay in lockstep.

  • 03

    Update entry in Notion from Microsoft OneNote events.

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

Actions Caddi can take across Microsoft OneNote and Notion

  • 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.

  • Notion

    New database entry

    Triggers when a new page is added to a database.

  • Notion

    Database entry updated

    Triggers when an entry's properties change.

  • Notion

    Create database entry

    Add a new page to a database with property values.

  • Notion

    Update entry

    Modify properties on an existing database entry.

  • Notion

    Append block

    Add content blocks to an existing page.

  • Notion

    Create page

    Spin up a new standalone Notion page.

Common questions

How does Caddi connect Microsoft OneNote and Notion?

Microsoft OneNote and Notion 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 Notion 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 Notion to other tools too?

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

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