Cross-verticalAutomate Microsoft 365 with Caddi AI Agents
Built for professional services teams.
Yes, Caddi integrates with Microsoft 365. It runs 7 supported actions in Microsoft 365, including send email, create event, and upload file to OneDrive, and connects it to Microsoft Outlook, SharePoint, and OneDrive. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost Microsoft 365 integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Microsoft 365 and every tool it touches, including the screens with no API.
Supported actions7
- New email in OutlookTriggers when a new email arrives in Outlook.
- New calendar eventTriggers when a new event is added to a calendar.
- New file in OneDriveTriggers when a file is added to OneDrive.
- Send emailSend a new email from your Outlook account.
- Create eventAdd a new event with attendees and reminders.
- Upload file to OneDriveAdd a file to a OneDrive folder.
- Create document in WordCreate a Word document with starter content.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate Microsoft 365
Connect Microsoft 365 to Caddi
Allow1Sign in to Microsoft 365
One click with your own Microsoft 365 login. No API keys.
Automate new hire tracker cleanup in Microsoft 365.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Microsoft 365
Why teams automate Microsoft 365
Most of your team's day already runs in Microsoft 365 — Outlook, Excel, Word, Teams. Caddi AI Agents turn that day-to-day into automated loops that span the suite and the systems around it.
Microsoft 365 is the most-used surface in the firm and the most under-automated. Caddi lives natively across it: reading email, updating spreadsheets, drafting documents, and posting to Teams without manual handoffs.
Loops Caddi runs against Microsoft 365
New Hire Tracker Cleanup
Real customer flowCaddi manages new hire onboarding follow-ups in an Excel tracker by categorizing employees, updating tracking fields, and removing duplicate entries.
New hire follow-up tracking becomes more consistent and easier to action.
Excel Transaction Sync
Real customer flowCaddi transfers new deal transaction data between Excel worksheets by creating a row for each transaction and mapping source values into the destination sheet.
Transaction records are added to the destination sheet faster and more consistently.
Onboarding Tracker Cleanup
Real customer flowCaddi manages onboarding follow-ups from an onboarding report by classifying employees, updating tracker fields, and removing duplicate entries.
Onboarding records stay up to date and follow-up happens automatically.
Outlook → Word → DMS
Recommended patternCaddi reads inbound requests in Outlook, drafts the response document in Word with current data, and files the finalized version in your DMS.
Where professional services teams use it
Inbound triage
Watch Microsoft 365 for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Microsoft 365 in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Microsoft 365 alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Microsoft 365 update by email, Slack, or Teams, and capture approvals back into the originating record.
Questions about automating Microsoft 365
Does Caddi have a real Microsoft 365 integration?
Yes. Caddi runs verified code against Microsoft 365's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Microsoft 365 is reviewed before it runs in production.
Do I need engineering help to automate Microsoft 365 with Caddi?
No. You demonstrate the workflow, clicking through Microsoft 365 the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Microsoft 365 data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Microsoft 365, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Microsoft 365 to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Microsoft 365, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in Microsoft 365?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate Microsoft 365?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft 365 and the rest of your stack.