Automate Microsoft Teams with Caddi
Built for professional services teams.
Teams is the firm's chat and meeting fabric. Caddi runs notifications, approvals, and meeting follow-ups inside Teams so the team's work happens where they already are.
The work around Microsoft Teams is where time disappears.
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 patternCaddi 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 patternWhen a Teams meeting ends, Caddi writes notes to the CRM and posts the action items back to the channel.
Critical-event notify
Recommended patternWhen a high-priority event lands in email or the CRM, Caddi posts to the relevant Teams channel with full context.
Caddi + Microsoft Teams, in practice
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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Microsoft Teams with no model in the loop.
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.
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.