AI-native automation

Automate work acrossOneDrive and SurveyMonkeyby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

OneDriveProductivity
SurveyMonkeyProductivity

See it on your stack

See Caddi run OneDrive and SurveyMonkey together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use OneDrive and SurveyMonkey together

  • 01

    Create response in SurveyMonkey when new file in folder in OneDrive.

    Caddi watches OneDrive for new file in folder and create response in SurveyMonkey — no copy-paste, no missed records.

  • 02

    Upload file in OneDrive when new response in SurveyMonkey.

    Caddi watches SurveyMonkey for new response and upload file in OneDrive so the two systems stay in lockstep.

  • 03

    Send survey invite in SurveyMonkey from OneDrive events.

    When file updated happens in OneDrive, Caddi send survey invite in SurveyMonkey with the right context attached.

Actions Caddi can take across OneDrive and SurveyMonkey

  • 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.

  • SurveyMonkey

    New response

    Triggers when a respondent completes a survey.

  • SurveyMonkey

    Create response

    Submit a programmatic response to a survey.

  • SurveyMonkey

    Send survey invite

    Send a survey invitation to one or more contacts.

Common questions

How does Caddi connect OneDrive and SurveyMonkey?

OneDrive and SurveyMonkey 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 SurveyMonkey 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 SurveyMonkey to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first OneDrive + SurveyMonkey 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 SurveyMonkey?

Drop your work email and we'll show you Caddi running end-to-end against OneDrive, SurveyMonkey, and the rest of your stack.