AI-native automation

Automate work acrossAdobe Acrobat and Docusignby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Adobe AcrobatProductivity
DocusignProductivity

See it on your stack

See Caddi run Adobe Acrobat and Docusign together.

  • Brighton Jones
  • 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.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Adobe Acrobat and Docusign together

  • 01

    Send envelope from template in Docusign when new pdf uploaded in Adobe Acrobat.

    Caddi watches Adobe Acrobat for new pdf uploaded and send envelope from template in Docusign — no copy-paste, no missed records.

  • 02

    Create PDF in Adobe Acrobat when envelope completed in Docusign.

    Caddi watches Docusign for envelope completed and create pdf in Adobe Acrobat so the two systems stay in lockstep.

  • 03

    Send envelope from document in Docusign from Adobe Acrobat events.

    When pdf processed happens in Adobe Acrobat, Caddi send envelope from document in Docusign with the right context attached.

Actions Caddi can take across Adobe Acrobat and Docusign

  • Adobe Acrobat

    New PDF uploaded

    Triggers when a PDF is added to your Acrobat account.

  • Adobe Acrobat

    PDF processed

    Triggers when an OCR or extraction job finishes.

  • Adobe Acrobat

    Create PDF

    Generate a PDF from a document, image, or template.

  • Adobe Acrobat

    OCR a PDF

    Run OCR over a scanned PDF and return searchable text.

  • Adobe Acrobat

    Extract content

    Pull structured text or fields from a PDF.

  • Adobe Acrobat

    Combine PDFs

    Merge multiple PDFs into one ordered document.

  • Adobe Acrobat

    Apply protection

    Password-protect or restrict permissions on a PDF.

  • Docusign

    Envelope completed

    Triggers when all signers complete an envelope.

  • Docusign

    Envelope sent

    Triggers when an envelope is sent for signature.

  • Docusign

    Recipient signed

    Triggers when a single recipient completes signing.

  • Docusign

    Envelope declined

    Triggers when a recipient declines an envelope.

  • Docusign

    Send envelope from template

    Send a pre-built template out for signature with merged fields.

  • Docusign

    Send envelope from document

    Send an arbitrary document out for signature.

  • Docusign

    Void envelope

    Cancel an in-flight envelope with a reason.

  • Docusign

    Download signed PDF

    Pull the executed PDF and certificate from a completed envelope.

  • Docusign

    Move envelope

    Move a completed envelope to a specified folder.

Common questions

How does Caddi connect Adobe Acrobat and Docusign?

Adobe Acrobat and Docusign just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Adobe Acrobat and Docusign end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Adobe Acrobat and Docusign to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + Docusign 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Adobe Acrobat and Docusign?

Drop your work email and we'll show you Caddi running end-to-end against Adobe Acrobat, Docusign, and the rest of your stack.