Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossBasecamp and Emailwith Caddi AI Agents.

Connect Basecamp and Email: Send email in Email when new to-do in Basecamp. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
BasecampProductivity
EmailDocument format

Discover, automate and govern the work between Basecamp and Email

Caddi AI Agents find the repetitive handoffs between Basecamp and Email, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Basecamp and Email together

  • 01

    Send email in Email when new to-do in Basecamp.

    Caddi watches Basecamp for new to-do and send email in Email. No copy-paste, no missed records.

  • 02

    Create to-do in Basecamp when new email received in Email.

    Caddi watches Email for new email received and create to-do in Basecamp so the two systems stay in lockstep.

  • 03

    Reply to email in Email from Basecamp events.

    When to-do completed happens in Basecamp, Caddi reply to email in Email with the right context attached.

Actions Caddi can take across Basecamp and Email

  • 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.

  • Email

    New email received

    Triggers when a new email arrives in a watched inbox.

  • Email

    New email matching subject or sender

    Triggers on inbound emails matching a search rule.

  • Email

    New attachment received

    Triggers when an email arrives with one or more attachments.

  • Email

    Email flagged or labeled

    Triggers when an email is flagged for follow-up or labeled.

  • Email

    Send email

    Send a new email from your business inbox.

  • Email

    Reply to email

    Reply within an existing email thread.

  • Email

    Forward email

    Forward an email to one or more recipients.

  • Email

    Save attachments

    Save email attachments to your document system.

  • Email

    Apply label or move

    Apply a label to an email or move it between folders.

Common questions

How does Caddi connect Basecamp and Email?

Basecamp and Email 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 Email 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 Email to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Basecamp + Email 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 Email?

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