NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossAdobe Sign and Smartsheetwith Caddi AI Agents.

Automate anything you do across Adobe Sign, Smartsheet, 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 Smartsheet

  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 Smartsheet to Caddi

    Allow

    2Sign in to Smartsheet

    The same click again. Both tools are connected.

  3. Add row in Smartsheet 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 Smartsheet together

  • 01

    Add row in Smartsheet when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and add row in Smartsheet. No copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when new row in Smartsheet.

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

  • 03

    Update row in Smartsheet from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi update row in Smartsheet with the right context attached.

Actions Caddi can take across Adobe Sign and Smartsheet

  • 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.

  • Smartsheet

    New row

    Triggers when a new row is added to a sheet.

  • Smartsheet

    Row updated

    Triggers when an existing row is modified.

  • Smartsheet

    Add row

    Append a new row to a sheet with cell values.

  • Smartsheet

    Update row

    Modify cells in an existing row.

  • Smartsheet

    Find row

    Search a sheet by text or column value.

  • Smartsheet

    Attach file to row

    Add a file or URL to a row.

Common questions

How does Caddi connect Adobe Sign and Smartsheet?

Adobe Sign and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?

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

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