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.
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.
Automate Microsoft Teams by teaching Caddi like a new hire.
Walk Caddi through the Microsoft Teams work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the Microsoft Teams task the way you'd onboard a new hire.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Microsoft Teams
Why teams automate Microsoft Teams
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.
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, 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.