- Automations
- Airtable + ShareFile
AI-native automation
Automate work across
Airtable and
ShareFileby 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 client request + collection in Airtable and ShareFile. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Airtable and ShareFile 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 ShareFile together
- 01
Upload file in ShareFile when new record in Airtable.
Caddi watches Airtable for new record and upload file in ShareFile — no copy-paste, no missed records.
- 02
Create record in Airtable when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and create record in Airtable so the two systems stay in lockstep.
- 03
Create folder in ShareFile from Airtable events.
When record updated happens in Airtable, Caddi create folder in ShareFile with the right context attached.
Actions Caddi can take across Airtable and ShareFile
AirtableNew record
Triggers when a new record is added to a table or view.
AirtableRecord updated
Triggers when an existing record is modified.
AirtableCreate record
Add a new record to a table with field values.
AirtableUpdate record
Modify fields on an existing record by ID or formula match.
AirtableFind record
Search a table with a formula and return matching rows.
AirtableDelete record
Remove a record by ID.
ShareFileNew file in folder
Triggers when a file is uploaded to a watched folder.
ShareFileShared link created
Triggers when a new shared link is generated.
ShareFileUpload file
Add a file to a ShareFile folder.
ShareFileCreate folder
Create a new folder under a parent.
ShareFileSend file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect Airtable and ShareFile?
Airtable and ShareFile 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 ShareFile 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 ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + ShareFile 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 ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against Airtable, ShareFile, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




