AI-native automation
Automate work across
OneDrive and 
Surepointby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run OneDrive and Surepoint 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use OneDrive and Surepoint together
- 01
Create matter in Surepoint when new file in folder in OneDrive.
Caddi watches OneDrive for new file in folder and create matter in Surepoint — no copy-paste, no missed records.
- 02
Upload file in OneDrive when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and upload file in OneDrive so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from OneDrive events.
When file updated happens in OneDrive, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across OneDrive and Surepoint
- OneDrive
New file in folder
Triggers when a file is added to a watched folder.
- OneDrive
File updated
Triggers when a file is modified.
- OneDrive
Upload file
Add a file to a OneDrive folder.
- OneDrive
Create folder
Create a new folder under a parent.
- OneDrive
Move file
Move a file between folders.
- OneDrive
Read Excel sheet
Read a range of cells from an Excel workbook in OneDrive.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect OneDrive and Surepoint?
OneDrive and Surepoint 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 OneDrive and Surepoint 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 OneDrive and Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first OneDrive + Surepoint 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 OneDrive and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against OneDrive, Surepoint, and the rest of your stack.