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AI-native automation

Automate work acrossMicrosoft Teams and SharePointwith Caddi AI Agents.

Automate anything you do across Microsoft Teams, SharePoint, 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 Teams and SharePoint

  1. Connect Microsoft Teams to Caddi

    Allow

    1Sign in to Microsoft Teams

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

  2. Connect SharePoint to Caddi

    Allow

    2Sign in to SharePoint

    The same click again. Both tools are connected.

  3. Upload document in SharePoint when new channel message in Microsoft Teams.

    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.

  • 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 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 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.

  • 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.