AI-native automation
Automate work across
Affinity and 
NetDocumentswith Caddi AI Agents.
Automate anything you do across Affinity, NetDocuments, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Affinity and NetDocuments
Connect Affinity to Caddi
Allow1Sign in to Affinity
One click with your own Affinity login. No API keys.
Connect NetDocuments to Caddi
Allow2Sign in to NetDocuments
The same click again. Both tools are connected.
When something new comes in to Affinity, update NetDocuments.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Affinity and NetDocuments together
- 01
Keep Affinity and NetDocuments in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Affinity and NetDocuments
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
Common questions
How does Caddi connect Affinity and NetDocuments?
Affinity and NetDocuments 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 Affinity and NetDocuments 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 Affinity and NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Affinity + NetDocuments 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 Affinity and NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against Affinity, NetDocuments, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.