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AI-native automation

Automate work acrossAdobe Sign and Attiowith Caddi AI Agents.

Automate anything you do across Adobe Sign, Attio, 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 Sign and Attio

  1. Connect Adobe Sign to Caddi

    Allow

    1Sign in to Adobe Sign

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

  2. Connect Attio to Caddi

    Allow

    2Sign in to Attio

    The same click again. Both tools are connected.

  3. Create or update record in Attio when agreement completed in Adobe Sign.

    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.

  • Brighton Jones
  • 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 Sign and Attio together

  • 01

    Create or update record in Attio when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and create or update record in Attio. No copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when new record in Attio.

    Caddi watches Attio for new record and send agreement for signature in Adobe Sign so the two systems stay in lockstep.

  • 03

    Add to list in Attio from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi add to list in Attio with the right context attached.

Actions Caddi can take across Adobe Sign and Attio

  • Adobe Sign

    Agreement completed

    Triggers when all signers have completed an agreement.

  • Adobe Sign

    Agreement sent

    Triggers when an agreement is sent for signature.

  • Adobe Sign

    Agreement declined

    Triggers when a signer declines an agreement.

  • Adobe Sign

    Send agreement for signature

    Send a document or template out for e-signature.

  • Adobe Sign

    Use template

    Send an agreement built from a reusable widget or template.

  • Adobe Sign

    Download signed PDF

    Download the executed PDF and certificate of completion.

  • Adobe Sign

    Send reminder

    Nudge signers who haven't completed yet.

  • Attio

    New record

    Triggers when a person, company or custom-object record is created.

  • Attio

    Record updated

    Triggers when an attribute on a record changes.

  • Attio

    List entry added

    Triggers when a record is added to a list or pipeline.

  • Attio

    Stage changed

    Triggers when a list entry moves to a new stage.

  • Attio

    Create or update record

    Create a record or update it if it already exists.

  • Attio

    Add to list

    Add a record to a list or pipeline at a given stage.

  • Attio

    Create note

    Attach a note to a record.

  • Attio

    Create task

    Create a task linked to a record, with an assignee and due date.

Common questions

How does Caddi connect Adobe Sign and Attio?

Adobe Sign and Attio 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 Sign and Attio 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 Sign and Attio to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + Attio 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 Adobe Sign and Attio?

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