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AI-native automation

Automate work acrossMicrosoft OneNote and Zoomwith Caddi AI Agents.

Automate anything you do across Microsoft OneNote, Zoom, 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 Zoom

  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 Zoom to Caddi

    Allow

    2Sign in to Zoom

    The same click again. Both tools are connected.

  3. Create meeting in Zoom 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 Zoom together

  • 01

    Create meeting in Zoom when new page in Microsoft OneNote.

    Caddi watches Microsoft OneNote for new page and create meeting in Zoom. No copy-paste, no missed records.

  • 02

    Create page in Microsoft OneNote when new meeting created in Zoom.

    Caddi watches Zoom for new meeting created and create page in Microsoft OneNote so the two systems stay in lockstep.

  • 03

    Create webinar in Zoom from Microsoft OneNote events.

    When new section happens in Microsoft OneNote, Caddi create webinar in Zoom with the right context attached.

Actions Caddi can take across Microsoft OneNote and Zoom

  • 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.

  • Zoom

    New meeting created

    Triggers when a new meeting is scheduled.

  • Zoom

    Meeting ended

    Triggers when a meeting wraps up.

  • Zoom

    New recording ready

    Triggers when a cloud recording finishes processing.

  • Zoom

    Create meeting

    Schedule a new Zoom meeting with custom settings.

  • Zoom

    Create webinar

    Schedule a new Zoom webinar with registrants.

  • Zoom

    Update meeting

    Modify an existing meeting's time or settings.

Common questions

How does Caddi connect Microsoft OneNote and Zoom?

Microsoft OneNote and Zoom 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 Zoom 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 Zoom to other tools too?

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

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