AI-native automation
Automate work across
Airtable and 
NetDocumentsby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate new Matter Setup in Airtable and NetDocuments. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Airtable and NetDocuments together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
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.
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. 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 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 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 that first walkthrough. 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.
Or skip the demo: sign up free and build it yourself.