Cross-verticalGeneral Productivity

Automate Microsoft Fabric with Caddi

Built for professional services teams.

Microsoft Fabric unifies the firm's data and analytics in one platform. Caddi automates the loops that load data in and move results out so teams stop rekeying.

How it works

Automating Microsoft Fabric takes one screenshare.

Show Caddi the Microsoft Fabric workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Microsoft Fabric task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Microsoft Fabric

Why teams automate Microsoft Fabric

Using Fabric as a warehouse still leaves people exporting reports and syncs by hand every week. Caddi runs them on a schedule so the data lands where the team already works.

Loops Caddi runs against Microsoft Fabric

  • Data load pipeline

    Recommended pattern
    1. Microsoft Fabric
    2. SharePoint

    Caddi collects new files and loads them into Microsoft Fabric on a schedule.

  • Report to team

    Recommended pattern
    1. Microsoft Fabric
    2. Microsoft Excel
    3. Microsoft Teams

    Caddi queries Fabric, builds the report, and posts it to the team.

  • Warehouse to CRM sync

    Recommended pattern
    1. Microsoft Fabric
    2. Salesforce

    Caddi pushes Fabric results into Salesforce on a daily run.

Where professional services teams use it

  • Inbound triage

    Watch Microsoft Fabric 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 Fabric 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 Fabric alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Microsoft Fabric update — by email, Slack, or Teams — and capture approvals back into the originating record.

Questions about automating Microsoft Fabric

Does Caddi have a real Microsoft Fabric integration?

Yes. Caddi runs verified code against Microsoft Fabric's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Microsoft Fabric is reviewed before it runs in production.

Do I need engineering help to automate Microsoft Fabric with Caddi?

No. You demonstrate the workflow once — clicking through Microsoft Fabric 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 Fabric 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 Fabric with no model in the loop.

Can Caddi connect Microsoft Fabric 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 Fabric, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Microsoft Fabric

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See it on your stack

Ready to automate Microsoft Fabric?

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