AI-native automation
Connect Airtable and NetDocuments with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use Airtable and NetDocuments together
- 01
Upload document in NetDocuments when new record in Airtable.
Caddi watches Airtable for new record and upload document in NetDocuments — no copy-paste, no missed records.
- 02
Create record in Airtable when new document in NetDocuments.
Caddi watches NetDocuments for new document and create record in Airtable so the two systems stay in lockstep.
- 03
Create workspace in NetDocuments from Airtable events.
When record updated happens in Airtable, Caddi create workspace in NetDocuments with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Airtable and NetDocuments
- 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.
- 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 Airtable and NetDocuments?
Airtable and NetDocuments 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 Airtable and NetDocuments 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 Airtable and NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Airtable and NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against Airtable, NetDocuments, and the rest of your stack.