AI-native automation
Automate work across
Actionstep and 
Basecampwith Caddi AI Agents.
Automate anything you do across Actionstep, Basecamp, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Actionstep and Basecamp
Connect Actionstep to Caddi
Allow1Sign in to Actionstep
One click with your own Actionstep login. No API keys.
Connect Basecamp to Caddi
Allow2Sign in to Basecamp
The same click again. Both tools are connected.
When something new comes in to Actionstep, update Basecamp.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Actionstep and Basecamp together
In a law firm the work between Actionstep and Basecamp is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Keep Actionstep and Basecamp 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 Actionstep and Basecamp
- Basecamp
New to-do
Triggers when a to-do is added to a Basecamp project.
- Basecamp
To-do completed
Triggers when a to-do is checked off.
- Basecamp
New message
Triggers when a message is posted to a project.
- Basecamp
Create to-do
Add a to-do with an assignee and due date.
- Basecamp
Create project
Start a project from a template.
- Basecamp
Post message
Post an update to a project's message board.
Common questions
How does Caddi connect Actionstep and Basecamp?
Actionstep and Basecamp 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 Actionstep and Basecamp 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 Actionstep and Basecamp to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Actionstep + Basecamp 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.
Does this work for law firms?
Yes. Caddi runs Actionstep and Basecamp with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Actionstep and Basecamp?
Drop your work email and we'll show you Caddi running end-to-end against Actionstep, Basecamp, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.