Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17

AI-native automation

Automate work acrossApplied Epic and Gmailby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Applied EpicProductivity
Any action in this tool.
GmailProductivity

See it on your stack

See Caddi run Applied Epic and Gmail together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Applied Epic and Gmail together

  • 01

    Keep Applied Epic and Gmail in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Applied Epic and Gmail

  • Gmail

    New email

    Triggers when a new email arrives in your inbox.

  • Gmail

    New email matching search

    Triggers on new emails matching a Gmail search query.

  • Gmail

    New label applied

    Triggers when a new label is applied to a message.

  • Gmail

    Send email

    Send a new email from your Gmail account.

  • Gmail

    Reply to email

    Reply to an existing email thread.

  • Gmail

    Send email with attachments

    Send an email with one or more attached files.

  • Gmail

    Apply label

    Add a label to a message or move it between folders.

Common questions

How does Caddi connect Applied Epic and Gmail?

Applied Epic and Gmail 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 Applied Epic and Gmail 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 Applied Epic and Gmail to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Applied Epic + Gmail 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 Applied Epic and Gmail?

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