Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossAsana and CASEpeerby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate inbound intake to CASEpeer in Asana and CASEpeer. Caddi builds the loop and runs it.

AsanaProductivity
CASEpeerLegal

See it on your stack

See Caddi run Asana and CASEpeer together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Asana and CASEpeer together

  • 01

    Create case in CASEpeer when new task in Asana.

    Caddi watches Asana for new task and create case in CASEpeer — no copy-paste, no missed records.

  • 02

    Create task in Asana when new case in CASEpeer.

    Caddi watches CASEpeer for new case and create task in Asana so the two systems stay in lockstep.

  • 03

    Create contact in CASEpeer from Asana events.

    When task completed happens in Asana, Caddi create contact in CASEpeer with the right context attached.

Actions Caddi can take across Asana and CASEpeer

  • 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.

  • CASEpeer

    New case

    Triggers when a new case is created in CasePeer.

  • CASEpeer

    Case stage changed

    Triggers when a case advances to a new stage.

  • CASEpeer

    New intake

    Triggers when a new lead enters the intake pipeline.

  • CASEpeer

    Create case

    Open a new CasePeer case with client, incident, and intake fields.

  • CASEpeer

    Create contact

    Add a contact (client, witness, opposing party) to a case.

  • CASEpeer

    Add note

    Log a timestamped note against a case.

  • CASEpeer

    Update case stage

    Advance a case to the next stage with optional owner change.

Common questions

How does Caddi connect Asana and CASEpeer?

Asana and CASEpeer 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 CASEpeer 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 CASEpeer to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Asana + CASEpeer 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 Asana and CASEpeer?

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