Cross-verticalGeneral Productivity

Automate Power BI with Caddi

Built for professional services teams.

Power BI turns the firm's data into dashboards and reports. Caddi automates the recurring builds and refreshes around it so teams stop assembling numbers by hand.

How it works

Automating Power BI takes one screenshare.

Show Caddi the Power BI 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 Power BI 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 Power BI

Why teams automate Power BI

Recurring Power BI reports eat hours as people pull, refresh, and distribute them each cycle. Caddi runs the whole loop on a schedule so the dashboard is ready when the team opens it.

Loops Caddi runs against Power BI

  • Recurring report delivery

    Recommended pattern
    1. Power BI
    2. Microsoft Excel
    3. Microsoft Teams

    Caddi refreshes the Power BI dataset and shares the report with the team.

  • CRM data into dashboard

    Recommended pattern
    1. Power BI
    2. Salesforce

    Caddi pulls Salesforce records and loads them for Power BI reporting.

  • Threshold alert

    Recommended pattern
    1. Power BI
    2. Microsoft Outlook

    Caddi watches Power BI metrics and notifies the owner when a target slips.

Where professional services teams use it

  • Inbound triage

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

  • Notifications & approvals

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

Questions about automating Power BI

Does Caddi have a real Power BI integration?

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

Do I need engineering help to automate Power BI with Caddi?

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

Can Caddi connect Power BI 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 Power BI, 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 Power BI

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See it on your stack

Ready to automate Power BI?

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