AI-native automation

Automate work acrossMicrosoft Teams and Power BIby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Microsoft TeamsProductivity
Power BIProductivity
Any action in this tool.

See it on your stack

See Caddi run Microsoft Teams and Power BI together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Microsoft Teams and Power BI together

  • 01

    Keep Microsoft Teams and Power BI in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Microsoft Teams and Power BI

  • Microsoft Teams

    New channel message

    Triggers when a new message is posted to a channel.

  • Microsoft Teams

    New chat message

    Triggers when a new direct or group chat arrives.

  • Microsoft Teams

    Send channel message

    Post a message to a Teams channel.

  • Microsoft Teams

    Send chat message

    Send a direct or group chat message.

  • Microsoft Teams

    Create channel

    Spin up a new channel within a team.

Common questions

How does Caddi connect Microsoft Teams and Power BI?

Microsoft Teams and Power BI 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 Teams and Power BI 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 Teams and Power BI to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Teams + Power BI 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 Teams and Power BI?

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