- Automations
- Microsoft Teams + Wave
AI-native automation
Automate work across
Microsoft Teams and
Wavewith Caddi AI Agents.
Connect Microsoft Teams and Wave: Create invoice in Wave when new channel message in Microsoft Teams. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.


Discover, automate and govern the work between Microsoft Teams and Wave
Caddi AI Agents find the repetitive handoffs between Microsoft Teams and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Govern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Govern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Govern every AI agent,
every decision.
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 Wave together
- 01
Create invoice in Wave when new channel message in Microsoft Teams.
Caddi watches Microsoft Teams for new channel message and create invoice in Wave. No copy-paste, no missed records.
- 02
Send channel message in Microsoft Teams when invoice paid in Wave.
Caddi watches Wave for invoice paid and send channel message in Microsoft Teams so the two systems stay in lockstep.
- 03
Record payment in Wave from Microsoft Teams events.
When new chat message happens in Microsoft Teams, Caddi record payment in Wave with the right context attached.
Actions Caddi can take across Microsoft Teams and Wave
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.
WaveInvoice paid
Triggers when a Wave invoice is paid.
WaveNew customer
Triggers when a customer is added.
WaveInvoice overdue
Triggers when an invoice passes its due date.
WaveCreate invoice
Draft an invoice with line items.
WaveRecord payment
Mark an invoice paid.
WaveCreate transaction
Record an income or expense transaction.
Common questions
How does Caddi connect Microsoft Teams and Wave?
Microsoft Teams and Wave 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 Wave 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 Wave to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Teams + Wave 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 Wave?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Teams, Wave, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.






