Automate SharePoint with Caddi
Built for professional services teams.
SharePoint is the document spine for most Microsoft 365 firms. Caddi runs the filing, renaming, and metadata work paralegals and ops teams handle by hand every day.
The work around SharePoint is where time disappears.
SharePoint becomes a liability the moment its filing conventions drift. Caddi keeps the conventions deterministic so every document lands exactly where the firm expects.
Loops Caddi runs against SharePoint
Cash Receipt Reconciliation
Real customer flowCaddi extracts invoice and payment details from cash receipt emails and writes them to the correct tracker row, reducing manual reconciliation work for billing and finance teams.
Receipt data is captured faster and recorded more consistently.
Authorization Document Renaming
Real customer flowCaddi verifies claim details and renames treatment authorization and vocational approval documents to the required naming convention.
Documents are renamed consistently using extracted claim and document metadata.
Initials-Based File Naming
Real customer flowCaddi looks up claim numbers in the matter system to confirm the assigned paralegal and renames documents with the correct initials.
Matter-linked filenames become more accurate and easier to track.
Check PDF Uploads
Real customer flowCaddi renames check PDFs to a standard format, uploads them to the correct matter, and shares them with clients through the client portal.
Correctly named files reach the right matter and client faster.
Scanned Mail PDF Renaming
Real customer flowCaddi extracts claim numbers and key details from scanned mail PDFs and renames each file to a standard format.
Mail documents are renamed consistently using extracted metadata.
Scanned Check Processing
Real customer flowCaddi extracts details from scanned checks, matches each check to the correct matter, and updates deposit request logs and related records.
Trust check handling becomes faster, more accurate, and easier to reconcile.
Caddi + SharePoint, in practice
Inbound triage
Watch SharePoint 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 SharePoint 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 SharePoint alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right SharePoint update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating SharePoint
Does Caddi have a real SharePoint integration?
Yes. Caddi runs verified code against SharePoint's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for SharePoint is reviewed before it runs in production.
Do I need engineering help to automate SharePoint with Caddi?
No. You demonstrate the workflow once — clicking through SharePoint 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 SharePoint 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 SharePoint with no model in the loop.
Can Caddi connect SharePoint 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 SharePoint, 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 SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against SharePoint and the rest of your stack.