Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work across8x8 and Docby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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8x8Productivity
Any action in this tool.
DocDocument format

See it on your stack

See Caddi run 8x8 and Doc together.

Discover, automate and govern the work between 8x8 and Doc

Caddi AI Agents find the repetitive handoffs between 8x8 and Doc, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

  1. 01

    Discover

    Caddi AI Agents watch how work moves between 8x8 and Doc and rank the repetitive handoffs by the hours they would give back, with the evidence attached. On this pair that usually starts with keep 8x8 and Doc in lockstep.

  2. 02

    Automate

    Show them the 8x8 and Doc task once, the way you would train a new hire. They build it as verified code and run it across both tools, and any other tool the job touches.

  3. 03

    Govern

    Every automation is reviewed before it runs in production. Every run across 8x8 and Doc is logged and replayable, and anything unusual is flagged to a person instead of guessed.

Help me automate signature chasing in 8x8 and Doc. Caddi builds the loop and runs it.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use 8x8 and Doc together

  • 01

    Keep 8x8 and Doc in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.

Actions Caddi can take across 8x8 and Doc

  • Doc

    New doc shared

    Triggers when a new document is shared with you or your team.

  • Doc

    Doc updated

    Triggers when an existing document is edited or commented on.

  • Doc

    Doc completed

    Triggers when a document is marked final or moved out of a draft state.

  • Doc

    Create document from template

    Generate a document from a template with merged fields.

  • Doc

    Insert content

    Append, prepend, or insert text into a document.

  • Doc

    Replace text

    Find-and-replace placeholder values in a document.

  • Doc

    Convert to PDF

    Convert a Word, Doc, or text file into a finalized PDF.

  • Doc

    Share with collaborators

    Grant view, comment, or edit access to a document.

Common questions

How does Caddi connect 8x8 and Doc?

8x8 and Doc just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against 8x8 and Doc end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect 8x8 and Doc to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + Doc loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate 8x8 and Doc?

Drop your work email and we'll show you Caddi running end-to-end against 8x8, Doc, and the rest of your stack.