Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossAdobe Sign and Docusignby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate model Selection Forms in Adobe Sign and Docusign. Caddi builds the loop and runs it.

Adobe SignProductivity
DocusignProductivity

See it on your stack

See Caddi run Adobe Sign and Docusign together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Adobe Sign and Docusign together

  • 01

    Send envelope from template in Docusign when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and send envelope from template in Docusign — no copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when envelope completed in Docusign.

    Caddi watches Docusign for envelope completed and send agreement for signature in Adobe Sign so the two systems stay in lockstep.

  • 03

    Send envelope from document in Docusign from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi send envelope from document in Docusign with the right context attached.

Actions Caddi can take across Adobe Sign and Docusign

  • 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.

  • 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 Sign and Docusign?

Adobe Sign and Docusign 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 Docusign 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 Docusign to other tools too?

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

Ready to automate Adobe Sign and Docusign?

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