NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossAsana and Bill4Timewith Caddi AI Agents.

Automate anything you do across Asana, Bill4Time, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Asana and Bill4Time

  1. Connect Asana to Caddi

    Allow

    1Sign in to Asana

    One click with your own Asana login. No API keys.

  2. Connect Bill4Time to Caddi

    Allow

    2Sign in to Bill4Time

    The same click again. Both tools are connected.

  3. Create matter in Bill4Time when new task in Asana.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • 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 Asana and Bill4Time together

In a law firm the work between Asana and Bill4Time is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create matter in Bill4Time when new task in Asana.

    Caddi watches Asana for new task and create matter in Bill4Time. No copy-paste, no missed records.

  • 02

    Create task in Asana when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and create task in Asana so the two systems stay in lockstep.

  • 03

    Post time entry in Bill4Time from Asana events.

    When task completed happens in Asana, Caddi post time entry in Bill4Time with the right context attached.

Actions Caddi can take across Asana and Bill4Time

  • Asana

    New task

    Triggers when a new task is created in a project.

  • Asana

    Task completed

    Triggers when a task is marked complete.

  • Asana

    Project status updated

    Triggers when a project's status changes.

  • Asana

    Create task

    Add a new Asana task with assignee, due date, and project.

  • Asana

    Update task

    Modify fields on an existing task.

  • Asana

    Add comment

    Post a comment on a task.

  • Asana

    Create project

    Spin up a new project from a template or blank.

  • Bill4Time

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Bill4Time

    New invoice

    Triggers when an invoice is generated for a client.

  • Bill4Time

    Payment received

    Triggers when a payment is recorded against an invoice.

  • Bill4Time

    Create matter

    Open a new Bill4Time matter with client and billing details.

  • Bill4Time

    Post time entry

    Record time against a matter and activity code.

  • Bill4Time

    Create invoice

    Generate an invoice for one or more matters.

  • Bill4Time

    Add expense

    Record a billable expense against a matter.

Common questions

How does Caddi connect Asana and Bill4Time?

Asana and Bill4Time 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 Asana and Bill4Time 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 Asana and Bill4Time to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Asana + Bill4Time 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.

Does this work for law firms?

Yes. Caddi runs Asana and Bill4Time with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Asana and Bill4Time?

Drop your work email and we'll show you Caddi running end-to-end against Asana, Bill4Time, and the rest of your stack.