AI-native automation

Automate work acrossBox and Evernoteby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

BoxProductivity
EvernoteProductivity

See it on your stack

See Caddi run Box and Evernote together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Box and Evernote together

  • 01

    Create note in Evernote when new file in folder in Box.

    Caddi watches Box for new file in folder and create note in Evernote — no copy-paste, no missed records.

  • 02

    Upload file in Box when new note in Evernote.

    Caddi watches Evernote for new note and upload file in Box so the two systems stay in lockstep.

  • 03

    Update note in Evernote from Box events.

    When folder shared happens in Box, Caddi update note in Evernote with the right context attached.

Actions Caddi can take across Box and Evernote

  • 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.

  • Evernote

    New note

    Triggers when a new note is created in a notebook.

  • Evernote

    Note updated

    Triggers when an existing note is edited.

  • Evernote

    Create note

    Create an Evernote note with content and tags.

  • Evernote

    Update note

    Append or replace content in an existing note.

  • Evernote

    Find note

    Search notes by text or tag.

Common questions

How does Caddi connect Box and Evernote?

Box and Evernote just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Box and Evernote end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Box and Evernote to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Box + Evernote 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Box and Evernote?

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