Cross-verticalGeneral Productivity

Automate Mimecast with Caddi

Built for professional services teams.

Mimecast secures and archives email that teams later search and export by hand. Caddi automates the search, retrieval, and routing around it so records surface fast.

How it works

Automating Mimecast takes one screenshare.

Show Caddi the Mimecast workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Mimecast task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Mimecast

Why teams automate Mimecast

Manual archive searches and message exports in Mimecast slow down eDiscovery and compliance. Caddi runs the search, retrieve, and route steps for every request.

Loops Caddi runs against Mimecast

  • Search and export

    Recommended pattern
    1. Mimecast
    2. Microsoft Outlook

    Caddi runs an archive search in Mimecast, exports the matching messages, and emails them to the requester.

  • Retrieve to matter

    Recommended pattern
    1. Mimecast
    2. NetDocuments

    Caddi pulls archived messages from Mimecast and files them to the matter for review.

  • Continuity monitor

    Recommended pattern
    1. Mimecast
    2. Microsoft Excel

    Caddi watches Mimecast for held or blocked messages and logs them for the IT team.

Where professional services teams use it

  • Inbound triage

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

  • Notifications & approvals

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

Questions about automating Mimecast

Does Caddi have a real Mimecast integration?

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

Do I need engineering help to automate Mimecast with Caddi?

No. You demonstrate the workflow once — clicking through Mimecast 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 Mimecast 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 Mimecast with no model in the loop.

Can Caddi connect Mimecast 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 Mimecast, 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 Mimecast?

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