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Cross-verticalGeneral Productivity

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.

Supported actions6
  • New document in libraryTriggers when a file is added to a document library.
  • List item createdTriggers when a new list item is added.
  • Upload documentAdd a file to a SharePoint document library.
  • Create list itemAdd a new item to a SharePoint list.
  • Update list itemModify fields on an existing list item.
  • Search filesFind files across a site or library.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

How it works

Automate SharePoint by teaching Caddi like a new hire.

Walk Caddi through the SharePoint 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. 1

    Teach it the job

    Walk Caddi through the SharePoint task the way you'd onboard a new hire.

  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 SharePoint

Why teams automate SharePoint

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 flow
    1. SharePoint
    2. Microsoft Outlook

    Caddi 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 flow
    1. SharePoint
    2. Adobe Acrobat

    Caddi 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 flow
    1. SharePoint
    2. Clio

    Caddi 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 flow
    1. SharePoint
    2. Clio
    3. Adobe Acrobat

    Caddi 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 flow
    1. SharePoint
    2. Adobe Acrobat

    Caddi 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 flow
    1. SharePoint
    2. Salesforce
    3. NetDocuments

    Caddi 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.

Where professional services teams use it

  • 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 — 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.

Often automated alongside SharePoint

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See it on your stack

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.