AI-native automation
Automate work across
Applied Epic and 
NetDocumentsby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Applied Epic 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Applied Epic and NetDocuments together
- 01
Keep Applied Epic and NetDocuments 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 NetDocuments
- 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 Applied Epic and NetDocuments?
Applied Epic and NetDocuments 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 NetDocuments 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 NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Applied Epic + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Applied Epic and NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against Applied Epic, NetDocuments, and the rest of your stack.