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AI-native automation

Automate work acrossAirtable and Kofaxwith Caddi AI Agents.

Automate anything you do across Airtable, Kofax, 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 Airtable and Kofax

  1. Connect Airtable to Caddi

    Allow

    1Sign in to Airtable

    One click with your own Airtable login. No API keys.

  2. Connect Kofax to Caddi

    Allow

    2Sign in to Kofax

    The same click again. Both tools are connected.

  3. When something new comes in to Airtable, update Kofax.

    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.

  • 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 Airtable and Kofax together

  • 01

    Keep Airtable and Kofax 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 Airtable and Kofax

  • Airtable

    New record

    Triggers when a new record is added to a table or view.

  • Airtable

    Record updated

    Triggers when an existing record is modified.

  • Airtable

    Create record

    Add a new record to a table with field values.

  • Airtable

    Update record

    Modify fields on an existing record by ID or formula match.

  • Airtable

    Find record

    Search a table with a formula and return matching rows.

  • Airtable

    Delete record

    Remove a record by ID.

Common questions

How does Caddi connect Airtable and Kofax?

Airtable and Kofax 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 Airtable and Kofax 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 Airtable and Kofax to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + Kofax 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 Airtable and Kofax?

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