LawLegal Operations

Excel Transaction Sync

Built for Legal Operations Teams.

Transfer new deal transaction data between Excel worksheets by creating a row for each transaction and mapping source values into the destination sheet, reducing manual re-entry for intake teams.

Why this matters

The manual work this replaces

New deal data must be manually re-entered and aligned across tracking sheets.

What Caddi does

How the automation runs

  1. OneDrive
  2. Microsoft Excel

This process transfers new deal transaction data from one Excel sheet to another in OneDrive by reading the source and destination worksheets, inserting a new row for each transaction, and mapping the source values into the destination sheet.

Value created

What changes after Caddi

Transaction records are added to the destination sheet faster and more consistently.

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See it on your stack

Want Excel Transaction Sync automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.