- Automations
- Asana + Litify
AI-native automation
Automate work across
Asana and
Litifywith Caddi AI Agents.
Automate anything you do across Asana, Litify, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Asana and Litify

Connect Asana to Caddi
Allow1Sign in to Asana
One click with your own Asana login. No API keys.

Connect Litify to Caddi
Allow2Sign in to Litify
The same click again. Both tools are connected.
Create matter in Litify when new task in Asana.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running


14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Litify together
In a law firm the work between Asana and Litify 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 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
AsanaNew task
Triggers when a new task is created in a project.
AsanaTask completed
Triggers when a task is marked complete.
AsanaProject status updated
Triggers when a project's status changes.
AsanaCreate task
Add a new Asana task with assignee, due date, and project.
AsanaUpdate task
Modify fields on an existing task.
AsanaAdd comment
Post a comment on a task.
AsanaCreate project
Spin up a new project from a template or blank.
LitifyNew matter
Triggers when a new matter is opened in Litify.
LitifyIntake submitted
Triggers when a new intake clears Salesforce validation.
LitifyMatter status changed
Triggers when a matter changes status or stage.
LitifyCreate matter
Open a new Litify matter with client and intake data.
LitifyCreate intake
Push a new intake record into Litify for triage.
LitifyCreate task
Schedule a task against a matter and team member.
LitifyUpload document
Attach a document to a matter with metadata.
Common questions
How does Caddi connect Asana and Litify?
Asana and Litify 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 Litify 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 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 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 Litify 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 Litify?
Drop your work email and we'll show you Caddi running end-to-end against Asana, Litify, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.






