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AI-native automation

Automate work acrossAttio and Oracle EDMwith Caddi AI Agents.

Automate anything you do across Attio, Oracle EDM, 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 Attio and Oracle EDM

  1. Connect Attio to Caddi

    Allow

    1Sign in to Attio

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

  2. Connect Oracle EDM to Caddi

    Allow

    2Sign in to Oracle EDM

    The same click again. Both tools are connected.

  3. Create request in Oracle EDM when new record in Attio.

    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 Attio and Oracle EDM together

  • 01

    Create request in Oracle EDM when new record in Attio.

    Caddi watches Attio for new record and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Create or update record in Attio when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create or update record in Attio so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from Attio events.

    When record updated happens in Attio, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions Caddi can take across Attio and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

Common questions

How does Caddi connect Attio and Oracle EDM?

Attio and Oracle EDM 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 Oracle EDM 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 Oracle EDM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Attio + Oracle EDM 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 Oracle EDM?

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