Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17

AI-native automation

Automate work acrossAffinity and Applied Epicby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

AffinityFinance
Any action in this tool.
Applied EpicProductivity
Any action in this tool.

See it on your stack

See Caddi run Affinity and Applied Epic together.

  • Brighton Jones
  • 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.
  • 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

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.

Practical ways to use Affinity and Applied Epic together

  • 01

    Keep Affinity and Applied Epic in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Affinity and Applied Epic

Caddi can still automate Affinity and Applied Epic; we just haven't catalogued every action here yet. Ask us about your specific workflow.

Common questions

How does Caddi connect Affinity and Applied Epic?

Affinity and Applied Epic 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 Affinity and Applied Epic 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 Affinity and Applied Epic to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Affinity + Applied Epic 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 Affinity and Applied Epic?

Drop your work email and we'll show you Caddi running end-to-end against Affinity, Applied Epic, and the rest of your stack.