AI-native automation
Automate work across
Box and 
Congawith Caddi AI Agents.
Automate anything you do across Box, 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 Box and Conga
Connect Box to Caddi
Allow1Sign in to Box
One click with your own Box 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 file in folder in Box.
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 Box and Conga together
- 01
Generate document in Conga when new file in folder in Box.
Caddi watches Box for new file in folder and generate document in Conga. No copy-paste, no missed records.
- 02
Upload file in Box when document generated in Conga.
Caddi watches Conga for document generated and upload file in Box so the two systems stay in lockstep.
- 03
Send for signature in Conga from Box events.
When folder shared happens in Box, Caddi send for signature in Conga with the right context attached.
Actions Caddi can take across Box and Conga
- Box
New file in folder
Triggers when a file is uploaded to a watched folder.
- Box
Folder shared
Triggers when a folder collaboration is added.
- Box
Upload file
Add a file to a Box folder with metadata.
- Box
Create folder
Create a new folder under a parent with permissions.
- Box
Search files
Find files or folders with advanced search filters.
- Box
Move file
Move a file between folders.
- 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 Box and Conga?
Box 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 Box 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 Box and Conga to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Box + 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 Box and Conga?
Drop your work email and we'll show you Caddi running end-to-end against Box, Conga, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.