Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossAirtable and Wavewith Caddi AI Agents.

Connect Airtable and Wave: Create invoice in Wave when new record in Airtable. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
AirtableProductivity
WaveFinance

Discover, automate and govern the work between Airtable and Wave

Caddi AI Agents find the repetitive handoffs between Airtable and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Wave together

  • 01

    Create invoice in Wave when new record in Airtable.

    Caddi watches Airtable for new record and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Create record in Airtable when invoice paid in Wave.

    Caddi watches Wave for invoice paid and create record in Airtable so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Airtable events.

    When record updated happens in Airtable, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Airtable and Wave

  • 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.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect Airtable and Wave?

Airtable and Wave 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 Wave 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 Wave to other tools too?

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

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