AI-native automation
Automate work across
Basecamp and 
Congawith Caddi AI Agents.
Automate anything you do across Basecamp, Conga, 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 Basecamp and Conga
Connect Basecamp to Caddi
Allow1Sign in to Basecamp
One click with your own Basecamp login. No API keys.
Connect Conga to Caddi
Allow2Sign in to Conga
The same click again. Both tools are connected.
Generate document in Conga when new to-do in Basecamp.
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 Basecamp and Conga together
- 01
Generate document in Conga when new to-do in Basecamp.
Caddi watches Basecamp for new to-do and generate document in Conga. No copy-paste, no missed records.
- 02
Create to-do in Basecamp when document generated in Conga.
Caddi watches Conga for document generated and create to-do in Basecamp so the two systems stay in lockstep.
- 03
Send for signature in Conga from Basecamp events.
When to-do completed happens in Basecamp, Caddi send for signature in Conga with the right context attached.
Actions Caddi can take across Basecamp and Conga
- Basecamp
New to-do
Triggers when a to-do is added to a Basecamp project.
- Basecamp
To-do completed
Triggers when a to-do is checked off.
- Basecamp
New message
Triggers when a message is posted to a project.
- Basecamp
Create to-do
Add a to-do with an assignee and due date.
- Basecamp
Create project
Start a project from a template.
- Basecamp
Post message
Post an update to a project's message board.
- Conga
Document generated
Triggers when Conga produces a document from a template.
- Conga
Contract executed
Triggers when a contract is fully signed.
- Conga
Approval requested
Triggers when a document is sent for approval.
- Conga
Generate document
Run a Conga template against a CRM record.
- Conga
Send for signature
Route a generated document for e-signature.
- Conga
Update contract
Write status and dates back to the contract record.
Common questions
How does Caddi connect Basecamp and Conga?
Basecamp and Conga 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 Basecamp and Conga 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 Basecamp and Conga to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Basecamp + Conga 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 Basecamp and Conga?
Drop your work email and we'll show you Caddi running end-to-end against Basecamp, Conga, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.