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AI-native automation

Automate work acrossMicrosoft Outlook and Trellowith Caddi AI Agents.

Automate anything you do across Microsoft Outlook, Trello, 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 Trello

  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 Trello to Caddi

    Allow

    2Sign in to Trello

    The same click again. Both tools are connected.

  3. Create card in Trello 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 Trello together

  • 01

    Create card in Trello when new email in Microsoft Outlook.

    Caddi watches Microsoft Outlook for new email and create card in Trello. No copy-paste, no missed records.

  • 02

    Send email in Microsoft Outlook when new card in Trello.

    Caddi watches Trello for new card and send email in Microsoft Outlook so the two systems stay in lockstep.

  • 03

    Move card in Trello from Microsoft Outlook events.

    When new event happens in Microsoft Outlook, Caddi move card in Trello with the right context attached.

Actions Caddi can take across Microsoft Outlook and Trello

  • 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.

  • Trello

    New card

    Triggers when a new card is added to a list.

  • Trello

    Card moved

    Triggers when a card is moved to a different list.

  • Trello

    Card archived

    Triggers when a card is archived.

  • Trello

    Create card

    Add a new card to a list with description and members.

  • Trello

    Move card

    Move a card between lists or boards.

  • Trello

    Add comment

    Post a comment on a card.

  • Trello

    Add attachment

    Attach a file or URL to a card.

Common questions

How does Caddi connect Microsoft Outlook and Trello?

Microsoft Outlook and Trello 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 Trello 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 Trello to other tools too?

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

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