- Automations
- Microsoft Teams + Smartsheet
AI-native automation
Automate work across
Microsoft Teams and
Smartsheetby 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 intake PDF Filing in Microsoft Teams and Smartsheet. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Microsoft Teams and Smartsheet 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 Smartsheet together
- 01
Add row in Smartsheet when new channel message in Microsoft Teams.
Caddi watches Microsoft Teams for new channel message and add row in Smartsheet — no copy-paste, no missed records.
- 02
Send channel message in Microsoft Teams when new row in Smartsheet.
Caddi watches Smartsheet for new row and send channel message in Microsoft Teams so the two systems stay in lockstep.
- 03
Update row in Smartsheet from Microsoft Teams events.
When new chat message happens in Microsoft Teams, Caddi update row in Smartsheet with the right context attached.
Actions Caddi can take across Microsoft Teams and Smartsheet
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.
SmartsheetNew row
Triggers when a new row is added to a sheet.
SmartsheetRow updated
Triggers when an existing row is modified.
SmartsheetAdd row
Append a new row to a sheet with cell values.
SmartsheetUpdate row
Modify cells in an existing row.
SmartsheetFind row
Search a sheet by text or column value.
SmartsheetAttach file to row
Add a file or URL to a row.
Common questions
How does Caddi connect Microsoft Teams and Smartsheet?
Microsoft Teams and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Teams + Smartsheet 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 Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Teams, Smartsheet, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




