AI-native automation

Automate work acrossAsana and Litifyby AI screensharing.

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

AsanaProductivity
LitifyLegal

See it on your stack

See Caddi run Asana and Litify 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 Asana and Litify together

  • 01

    Create matter in Litify when new task in Asana.

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

  • 02

    Create task in Asana when new matter in Litify.

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

  • 03

    Create intake in Litify from Asana events.

    When task completed happens in Asana, Caddi create intake in Litify with the right context attached.

Actions Caddi can take across Asana and Litify

  • 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.

  • Litify

    New matter

    Triggers when a new matter is opened in Litify.

  • Litify

    Intake submitted

    Triggers when a new intake clears Salesforce validation.

  • Litify

    Matter status changed

    Triggers when a matter changes status or stage.

  • Litify

    Create matter

    Open a new Litify matter with client and intake data.

  • Litify

    Create intake

    Push a new intake record into Litify for triage.

  • Litify

    Create task

    Schedule a task against a matter and team member.

  • Litify

    Upload document

    Attach a document to a matter with metadata.

Common questions

How does Caddi connect Asana and Litify?

Asana and Litify 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 Asana and Litify 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 Asana and Litify to other tools too?

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

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