Cross-verticalGeneral Productivity

Automate Microsoft Outlook with Caddi

Built for professional services teams.

Outlook is where most professional services work begins. Caddi reads the inbox, classifies what matters, and runs the downstream workflow without anyone clicking a rule.

Why automate it

The work around Microsoft Outlook is where time disappears.

The inbox is the firm's biggest queue — and the biggest source of dropped work. Caddi turns it into a controlled pipeline.

Workflows

Loops Caddi runs against Microsoft Outlook

  • Claim Email Thread Triage

    Real customer flow
    1. Microsoft Outlook

    Caddi 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 flow
    1. Microsoft Outlook
    2. NetDocuments

    Caddi 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 flow
    1. Microsoft Outlook
    2. SharePoint

    Caddi 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 flow
    1. Microsoft Outlook
    2. Salesforce

    Caddi 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 flow
    1. Microsoft Outlook
    2. Neos
    3. RingCentral

    Caddi 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 flow
    1. Microsoft Outlook
    2. Neos
    3. Adobe Acrobat

    Caddi 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

Caddi + Microsoft Outlook, in practice

  • 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.

FAQ

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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Microsoft Outlook with no model in the loop.

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.

Often automated alongside Microsoft Outlook

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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.