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Automate Microsoft Teams with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Microsoft Teams. It runs 5 supported actions in Microsoft Teams, including send channel message, send chat message, and create channel, and connects it to Slack, Microsoft 365, and Microsoft Outlook. 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 Teams integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Microsoft Teams and every tool it touches, including the screens with no API.

Supported actions5
  • New channel messageTriggers when a new message is posted to a channel.
  • New chat messageTriggers when a new direct or group chat arrives.
  • Send channel messagePost a message to a Teams channel.
  • Send chat messageSend a direct or group chat message.
  • Create channelSpin up a new channel within a team.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Microsoft Teams API?Visit microsoft.com

How to automate Microsoft Teams

  1. Connect Microsoft Teams to Caddi

    Allow

    1Sign in to Microsoft Teams

    One click with your own Microsoft Teams login. No API keys.

  2. Automate approval flow in Microsoft Teams.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Microsoft Teams

Why teams automate Microsoft Teams

Teams is the firm's chat and meeting fabric. Caddi AI Agents run notifications, approvals, and meeting follow-ups inside Teams so the team's work happens where they already are.

Teams is great for talking but bad for tracking — Caddi closes that loop by writing decisions and actions back to your systems of record.

Loops Caddi runs against Microsoft Teams

  • Approval flow

    Recommended pattern
    1. Microsoft Teams
    2. Salesforce
    3. SharePoint

    Caddi posts an approval request in the right Teams channel, captures the response, and writes the decision back to the source system.

  • Meeting follow-up

    Recommended pattern
    1. Microsoft Teams
    2. Salesforce
    3. Asana

    When a Teams meeting ends, Caddi writes notes to the CRM and posts the action items back to the channel.

  • Critical-event notify

    Recommended pattern
    1. Microsoft Teams
    2. Microsoft Outlook
    3. Salesforce

    When a high-priority event lands in email or the CRM, Caddi posts to the relevant Teams channel with full context.

Where professional services teams use it

  • Inbound triage

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

  • Notifications & approvals

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

Questions about automating Microsoft Teams

Does Caddi have a real Microsoft Teams integration?

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

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

No. You demonstrate the workflow, clicking through Microsoft Teams 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 Teams data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Microsoft Teams, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Microsoft Teams 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 Teams, 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 Teams?

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.

Often automated alongside Microsoft Teams

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Ready to automate Microsoft Teams?

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