Automate Microsoft 365 with Caddi
Built for professional services teams.
Most of your team's day already runs in Microsoft 365 — Outlook, Excel, Word, Teams. Caddi turns that day-to-day into automated loops that span the suite and the systems around it.
The work around Microsoft 365 is where time disappears.
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.
Caddi + Microsoft 365, in practice
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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Microsoft 365 with no model in the loop.
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.
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.