Cross-verticalAutomate SharePoint with Caddi AI Agents
Built for professional services teams.
Yes, Caddi integrates with SharePoint. It runs 6 supported actions in SharePoint, including list item created, upload document, and create list item, and connects it to OneDrive, Microsoft 365, and NetDocuments. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost SharePoint integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across SharePoint and every tool it touches, including the screens with no API.
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 to automate SharePoint
Connect SharePoint to Caddi
Allow1Sign in to SharePoint
One click with your own SharePoint login. No API keys.
Automate cash receipt reconciliation in SharePoint.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with SharePoint
Why teams automate SharePoint
SharePoint is the document spine for most Microsoft 365 firms. Caddi AI Agents run the filing, renaming, and metadata work paralegals and ops teams handle by hand every day.
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.
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; once generated, it executes as deterministic code against SharePoint, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
How do I find what to automate in SharePoint?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
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.