AI-native automation
Automate work across
Attio and 
Docwith Caddi AI Agents.
Automate anything you do across Attio, Doc, 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 Attio and Doc
Connect Attio to Caddi
Allow1Sign in to Attio
One click with your own Attio login. No API keys.
- Client memo.docx
2Add your documents
Upload them, or point Caddi at their folder.
Create document from template in Doc when new record in Attio.
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 Attio and Doc together
- 01
Create document from template in Doc when new record in Attio.
Caddi watches Attio for new record and create document from template in Doc. No copy-paste, no missed records.
- 02
Create or update record in Attio when new doc shared in Doc.
Caddi watches Doc for new doc shared and create or update record in Attio so the two systems stay in lockstep.
- 03
Insert content in Doc from Attio events.
When record updated happens in Attio, Caddi insert content in Doc with the right context attached.
Actions Caddi can take across Attio and Doc
- Attio
New record
Triggers when a person, company or custom-object record is created.
- Attio
Record updated
Triggers when an attribute on a record changes.
- Attio
List entry added
Triggers when a record is added to a list or pipeline.
- Attio
Stage changed
Triggers when a list entry moves to a new stage.
- Attio
Create or update record
Create a record or update it if it already exists.
- Attio
Add to list
Add a record to a list or pipeline at a given stage.
- Attio
Create note
Attach a note to a record.
- Attio
Create task
Create a task linked to a record, with an assignee and due date.
- Doc
New doc shared
Triggers when a new document is shared with you or your team.
- Doc
Doc updated
Triggers when an existing document is edited or commented on.
- Doc
Doc completed
Triggers when a document is marked final or moved out of a draft state.
- Doc
Create document from template
Generate a document from a template with merged fields.
- Doc
Insert content
Append, prepend, or insert text into a document.
- Doc
Replace text
Find-and-replace placeholder values in a document.
- Doc
Convert to PDF
Convert a Word, Doc, or text file into a finalized PDF.
- Doc
Share with collaborators
Grant view, comment, or edit access to a document.
Common questions
How does Caddi connect Attio and Doc?
Attio and Doc 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 Attio and Doc 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 Attio and Doc to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Attio + Doc 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 Attio and Doc?
Drop your work email and we'll show you Caddi running end-to-end against Attio, Doc, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.