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AI-native automation

Automate work acrossMicrosoft Outlook and Timelywith Caddi AI Agents.

Automate anything you do across Microsoft Outlook, Timely, 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 Outlook and Timely

  1. Connect Microsoft Outlook to Caddi

    Allow

    1Sign in to Microsoft Outlook

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

  2. Connect Timely to Caddi

    Allow

    2Sign in to Timely

    The same click again. Both tools are connected.

  3. Create time entry in Timely when new email in Microsoft Outlook.

    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 Outlook and Timely together

  • 01

    Create time entry in Timely when new email in Microsoft Outlook.

    Caddi watches Microsoft Outlook for new email and create time entry in Timely. No copy-paste, no missed records.

  • 02

    Send email in Microsoft Outlook when new time entry in Timely.

    Caddi watches Timely for new time entry and send email in Microsoft Outlook so the two systems stay in lockstep.

  • 03

    Create project in Timely from Microsoft Outlook events.

    When new event happens in Microsoft Outlook, Caddi create project in Timely with the right context attached.

Actions Caddi can take across Microsoft Outlook and Timely

  • 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.

  • Timely

    New time entry

    Triggers when a time entry is logged.

  • Timely

    Project updated

    Triggers when a project's status or details change.

  • Timely

    Create time entry

    Log a time entry against a project and user.

  • Timely

    Create project

    Spin up a new Timely project with budget and team.

Common questions

How does Caddi connect Microsoft Outlook and Timely?

Microsoft Outlook and Timely 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 Outlook and Timely 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 Outlook and Timely to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Outlook + Timely 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 Outlook and Timely?

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