AI-native automation

Connect Adobe Sign and Doc with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
Adobe SignProductivity
Caddi can…
DocDocument format
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Adobe Sign and Doc together

  • 01

    Create document from template in Doc when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and create document from template in Doc — no copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when new doc shared in Doc.

    Caddi watches Doc for new doc shared and send agreement for signature in Adobe Sign so the two systems stay in lockstep.

  • 03

    Insert content in Doc from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi insert content in Doc with the right context attached.

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

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.

Actions Caddi can take across Adobe Sign and Doc

  • 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.

  • 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 Adobe Sign and Doc?

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

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

Ready to automate Adobe Sign and Doc?

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