- Automations
- Microsoft Teams + SharePoint
AI-native automation
Automate work across
Microsoft Teams and
SharePointby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate cash Receipt Reconciliation in Microsoft Teams and SharePoint. Caddi builds the loop and runs it.

See it on your stack
See Caddi run Microsoft Teams and SharePoint together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Microsoft Teams and SharePoint together
- 01
Upload document in SharePoint when new channel message in Microsoft Teams.
Caddi watches Microsoft Teams for new channel message and upload document in SharePoint — no copy-paste, no missed records.
- 02
Send channel message in Microsoft Teams when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and send channel message in Microsoft Teams so the two systems stay in lockstep.
- 03
Create list item in SharePoint from Microsoft Teams events.
When new chat message happens in Microsoft Teams, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across Microsoft Teams and SharePoint
Microsoft TeamsNew channel message
Triggers when a new message is posted to a channel.
Microsoft TeamsNew chat message
Triggers when a new direct or group chat arrives.
Microsoft TeamsSend channel message
Post a message to a Teams channel.
Microsoft TeamsSend chat message
Send a direct or group chat message.
Microsoft TeamsCreate channel
Spin up a new channel within a team.
- SharePoint
New document in library
Triggers when a file is added to a document library.
- SharePoint
List item created
Triggers when a new list item is added.
- SharePoint
Upload document
Add a file to a SharePoint document library.
- SharePoint
Create list item
Add a new item to a SharePoint list.
- SharePoint
Update list item
Modify fields on an existing list item.
- SharePoint
Search files
Find files across a site or library.
Common questions
How does Caddi connect Microsoft Teams and SharePoint?
Microsoft Teams and SharePoint 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 Teams and SharePoint 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 Teams and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Teams + SharePoint 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 Teams and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Teams, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




