AI-native automation

Connect SharePoint and Tamarac with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
SharePointProductivity
Caddi can…
TamaracFinance
Caddi can take any action in this tool.
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use SharePoint and Tamarac together

  • 01

    Keep SharePoint and Tamarac in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

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

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.

Actions Caddi can take across SharePoint and Tamarac

  • 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 SharePoint and Tamarac?

SharePoint and Tamarac 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 SharePoint and Tamarac 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 SharePoint and Tamarac to other tools too?

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

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