AI-native automation
Connect Microsoft Outlook and Surepoint 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 Outlook and Surepoint together
- 01
Create matter in Surepoint when new email in Microsoft Outlook.
Caddi watches Microsoft Outlook for new email and create matter in Surepoint — no copy-paste, no missed records.
- 02
Send email in Microsoft Outlook when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and send email in Microsoft Outlook so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Microsoft Outlook events.
When new event happens in Microsoft Outlook, Caddi post time entry in Surepoint 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 Outlook and Surepoint
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Microsoft Outlook and Surepoint?
Microsoft Outlook and Surepoint 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 Outlook and Surepoint 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 Outlook and Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Outlook + Surepoint 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 Outlook and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Outlook, Surepoint, and the rest of your stack.