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

AI-native automation

Automate work acrossApplied Epic and Jiraby 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.
JiraProductivity

See it on your stack

See Caddi run Applied Epic and Jira 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 Jira together

  • 01

    Keep Applied Epic and Jira 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 Jira

  • Jira

    New issue

    Triggers when a new issue is created.

  • Jira

    Issue updated

    Triggers when an issue is modified.

  • Jira

    Issue transitioned

    Triggers when an issue moves to a new status.

  • Jira

    Create issue

    Add a new Jira issue with assignee, priority, and labels.

  • Jira

    Update issue

    Modify fields on an existing issue.

  • Jira

    Add comment

    Post a comment on an issue.

  • Jira

    Transition issue

    Move an issue to a different workflow status.

Common questions

How does Caddi connect Applied Epic and Jira?

Applied Epic and Jira 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 Jira 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 Jira to other tools too?

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

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