AI-native automation
Connect Microsoft OneNote and Relativity with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use Microsoft OneNote and Relativity together
- 01
Create workspace in Relativity when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and create workspace in Relativity — no copy-paste, no missed records.
- 02
Create page in Microsoft OneNote when new matter in Relativity.
Caddi watches Relativity for new matter and create page in Microsoft OneNote so the two systems stay in lockstep.
- 03
Upload documents in Relativity from Microsoft OneNote events.
When new section happens in Microsoft OneNote, Caddi upload documents in Relativity with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Microsoft OneNote and Relativity
- 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.
- Relativity
New matter
Triggers when a new matter or case is created.
- Relativity
Document promoted
Triggers when a reviewed document is promoted or marked responsive.
- Relativity
Coding updated
Triggers when coding decisions change on a document.
- Relativity
New production
Triggers when a production set is generated.
- Relativity
Create workspace
Stand up a new review workspace from the firm's template.
- Relativity
Upload documents
Load documents into a workspace with metadata and folder placement.
- Relativity
Label documents
Apply tags, folders, or coding fields to a set of documents.
- Relativity
Sync coding fields
Write coding decisions and production status back to the system of record.
- Relativity
Search documents
Find documents by metadata, coding, or content.
Common questions
How does Caddi connect Microsoft OneNote and Relativity?
Microsoft OneNote and Relativity 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 Relativity 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 Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft OneNote + Relativity 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 Relativity?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft OneNote, Relativity, and the rest of your stack.