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AI-native automation

Automate work acrossAdobe Acrobat and Laserfichewith Caddi AI Agents.

Automate anything you do across Adobe Acrobat, Laserfiche, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Adobe Acrobat and Laserfiche

  1. Connect Adobe Acrobat to Caddi

    Allow

    1Sign in to Adobe Acrobat

    One click with your own Adobe Acrobat login. No API keys.

  2. Connect Laserfiche to Caddi

    Allow

    2Sign in to Laserfiche

    The same click again. Both tools are connected.

  3. Upload document in Laserfiche when new pdf uploaded in Adobe Acrobat.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Adobe Acrobat and Laserfiche together

At an RIA the work between Adobe Acrobat and Laserfiche is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.

  • 01

    Upload document in Laserfiche when new pdf uploaded in Adobe Acrobat.

    Caddi watches Adobe Acrobat for new pdf uploaded and upload document in Laserfiche. No copy-paste, no missed records.

  • 02

    Create PDF in Adobe Acrobat when get folder children in Laserfiche.

    Caddi watches Laserfiche for get folder children and create pdf in Adobe Acrobat so the two systems stay in lockstep.

  • 03

    Upload document in Laserfiche from Adobe Acrobat events.

    When pdf processed happens in Adobe Acrobat, Caddi upload document in Laserfiche with the right context attached.

Actions Caddi can take across Adobe Acrobat and Laserfiche

  • 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.

  • Laserfiche

    Get folder children

    Lists all documents and subfolders within a folder with pagination support and metadata retrieval.

  • Laserfiche

    Get folder ID

    Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.

  • Laserfiche

    Get repository ID

    Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.

  • Laserfiche

    List o data tables

    Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.

  • Laserfiche

    Query o data entity

    Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.

  • Laserfiche

    Upload document

    Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.

Common questions

How does Caddi connect Adobe Acrobat and Laserfiche?

Adobe Acrobat and Laserfiche 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 Adobe Acrobat and Laserfiche 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 Adobe Acrobat and Laserfiche to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + Laserfiche 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 RIAs and financial advisors?

Yes. Caddi runs Adobe Acrobat and Laserfiche with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.

Ready to automate Adobe Acrobat and Laserfiche?

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