Waitlist2026 State of AI at Enterprise RIAs2026 State of AI at RIAsOut Nov 6On demandOther eventsNext: ADVISE AI, Oct 20–22Booth 204

AI-native automation

Automate work acrossSharePoint and Snowflakewith Caddi AI Agents.

Automate anything you do across SharePoint, Snowflake, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect SharePoint and Snowflake

  1. Connect SharePoint to Caddi

    Allow

    1Sign in to SharePoint

    One click with your own SharePoint login. No API keys.

  2. Connect Snowflake to Caddi

    Allow

    2Sign in to Snowflake

    The same click again. Both tools are connected.

  3. Write rows in Snowflake when new document in library in SharePoint.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 SharePoint and Snowflake together

  • 01

    Write rows in Snowflake when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and write rows in Snowflake. No copy-paste, no missed records.

  • 02

    Upload document in SharePoint when query returns rows in Snowflake.

    Caddi watches Snowflake for query returns rows and upload document in SharePoint so the two systems stay in lockstep.

  • 03

    Update rows in Snowflake from SharePoint events.

    When list item created happens in SharePoint, Caddi update rows in Snowflake with the right context attached.

Actions Caddi can take across SharePoint and Snowflake

  • 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.

  • Snowflake

    Query returns rows

    Caddi runs a query on a schedule and hands the rows it returns to the next step.

  • Snowflake

    Write rows

    Insert rows into a table in Caddi's schema.

  • Snowflake

    Update rows

    Update the rows that match a condition in a table in Caddi's schema.

  • Snowflake

    Create table

    Create a table in Caddi's schema.

  • Snowflake

    Run query

    Run a read query and return the rows.

  • Snowflake

    Read table

    Read the rows of any table or view Caddi's role can see.

Common questions

How does Caddi connect SharePoint and Snowflake?

SharePoint and Snowflake 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 SharePoint and Snowflake 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 SharePoint and Snowflake to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first SharePoint + Snowflake 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 SharePoint and Snowflake?

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