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AI-native automation

Automate work acrossOracle EDM and SharePointwith Caddi AI Agents.

Connect Oracle EDM and SharePoint: Upload document in SharePoint when request submitted in Oracle EDM. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Oracle EDMFinance
SharePointProductivity
How it works

Discover, automate and govern the work between Oracle EDM and SharePoint

Caddi AI Agents find the repetitive handoffs between Oracle EDM and SharePoint, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Oracle EDM and SharePoint together

  • 01

    Upload document in SharePoint when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and upload document in SharePoint. No copy-paste, no missed records.

  • 02

    Create request in Oracle EDM when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and create request in Oracle EDM so the two systems stay in lockstep.

  • 03

    Create list item in SharePoint from Oracle EDM events.

    When request approved happens in Oracle EDM, Caddi create list item in SharePoint with the right context attached.

Actions

Actions Caddi can take across Oracle EDM and SharePoint

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

  • 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.

FAQ

Common questions

How does Caddi connect Oracle EDM and SharePoint?

Oracle EDM 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 Oracle EDM 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 Oracle EDM and SharePoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Oracle EDM + 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.

Explore more

Keep digging

See it on your stack

Ready to automate Oracle EDM and SharePoint?

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