Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossBox and Evernoteby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate note-to-task in Box and Evernote. Caddi builds the loop and runs it.

BoxProductivity
EvernoteProductivity

See it on your stack

See Caddi run Box and Evernote together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job 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. 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 Evernote 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 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 that first walkthrough. 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.