AI-native automation
Automate work across
Rocket Matter and 
SharePointby 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 cash Receipt Reconciliation in Rocket Matter and SharePoint. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Rocket Matter and SharePoint 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 Rocket Matter and SharePoint together
- 01
Upload document in SharePoint when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and upload document in SharePoint — no copy-paste, no missed records.
- 02
Create matter in Rocket Matter when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create matter in Rocket Matter so the two systems stay in lockstep.
- 03
Create list item in SharePoint from Rocket Matter events.
When time entry posted happens in Rocket Matter, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across Rocket Matter and SharePoint
- Rocket Matter
New matter
Triggers when a new matter is opened in Rocket Matter.
- Rocket Matter
Time entry posted
Triggers when a new time entry is recorded.
- Rocket Matter
New invoice
Triggers when an invoice is generated.
- Rocket Matter
Create matter
Open a new Rocket Matter matter with client and billing details.
- Rocket Matter
Post time entry
Record a time entry against a matter.
- Rocket Matter
Add expense
Record a billable expense against a matter.
- Rocket Matter
Add note
Log a timestamped note against a matter.
- 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.
Common questions
How does Caddi connect Rocket Matter and SharePoint?
Rocket Matter 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 Rocket Matter 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 Rocket Matter and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Rocket Matter + 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.
Ready to automate Rocket Matter and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Rocket Matter, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.