Cross-verticalAutomate Microsoft Outlook with Caddi AI Agents
Built for professional services teams.
Yes, Caddi integrates with Microsoft Outlook. It runs 8 supported actions in Microsoft Outlook, including flag set on email, send email, and reply to email, and connects it to Gmail, Microsoft 365, and SharePoint. 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 Outlook integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Microsoft Outlook and every tool it touches, including the screens with no API.
Supported actions8
- New emailTriggers when a new email arrives in your inbox.
- New eventTriggers when a new event is added to your calendar.
- Flag set on emailTriggers when you flag a message for follow-up.
- Send emailSend a new email from your Outlook account.
- Reply to emailReply to an existing email thread.
- Forward emailForward an existing email to one or more recipients.
- Create eventAdd a new calendar event with attendees and reminders.
- Move messageMove an email between folders.
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 Outlook
Connect Microsoft Outlook to Caddi
Allow1Sign in to Microsoft Outlook
One click with your own Microsoft Outlook login. No API keys.
Automate claim email thread triage in Microsoft Outlook.
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 Outlook
Why teams automate Microsoft Outlook
Outlook is where most professional services work begins. Caddi AI Agents read the inbox, classify what matters, and run the downstream workflow without anyone clicking a rule.
The inbox is the firm's biggest queue — and the biggest source of dropped work. Caddi turns it into a controlled pipeline.
Loops Caddi runs against Microsoft Outlook
Claim Email Thread Triage
Real customer flowCaddi reviews the oldest claim email threads, identifies what follow-up is needed, and sends the next email — reducing manual thread triage for legal operations teams.
Claim-related outreach stays timely and automatically tracked.
New Matter Setup
Real customer flowCaddi extracts client and matter details from new matter request emails, creates the client and matter workspace when needed, and files intake documents with the right attributes.
Matters are opened faster with cleaner setup and correctly filed intake documents.
Cash Receipt Reconciliation
Real customer flowCaddi extracts invoice and payment details from cash receipt emails and writes them to the correct tracker row, reducing manual reconciliation work for billing and finance teams.
Receipt data is captured faster and recorded more consistently.
Meeting Invitation Emails
Real customer flowCaddi pulls verified client contact details to draft and send meeting invitation emails from a saved template and creates a follow-up task.
Client meeting invitations go out automatically with consistent follow-up in Salesforce.
Next-Day Client Texts
Real customer flowCaddi identifies next-day follow-ups from the calendar, pulls the related case record, and sends the appropriate client text message.
Clients receive timely follow-up outreach with less manual coordination.
Provider Bill Request Packets
Real customer flowCaddi generates provider bill request letters, assembles the required PDF packet, sends it to providers, and logs the activity to the case.
Provider bill requests are sent and recorded more consistently with less manual coordination.
Where professional services teams use it
Inbound triage
Watch Microsoft Outlook 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 Outlook 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 Outlook alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Microsoft Outlook update by email, Slack, or Teams, and capture approvals back into the originating record.
Questions about automating Microsoft Outlook
Does Caddi have a real Microsoft Outlook integration?
Yes. Caddi runs verified code against Microsoft Outlook's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Microsoft Outlook is reviewed before it runs in production.
Do I need engineering help to automate Microsoft Outlook with Caddi?
No. You demonstrate the workflow, clicking through Microsoft Outlook 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 Outlook data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Microsoft Outlook, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Microsoft Outlook 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 Outlook, 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 Outlook?
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 Outlook?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Outlook and the rest of your stack.