AI-native automation
Connect Box and PDF with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use Box and PDF together
- 01
Document extract in PDF when new file in folder in Box.
Caddi watches Box for new file in folder and document extract in PDF — no copy-paste, no missed records.
- 02
Upload file in Box when classify in PDF.
Caddi watches PDF for classify and upload file in Box so the two systems stay in lockstep.
- 03
Extract in PDF from Box events.
When folder shared happens in Box, Caddi extract in PDF with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Box and PDF
- 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.
- PDF
Classify
Classifies text content using AI with customizable classification types (language, tone, sentiment, topic, category), accepting content directly or automatically downloading from S3.
- PDF
Summarize
Summarizes text using AI with customizable style and length parameters, accepting content directly or from S3.
- PDF
Get form fields
Discovers all form fields in a PDF including field types, options, and validation rules.
- PDF
Document extract
Extracts text or structured fields from PDF documents and images stored in S3 Use mode "full_text" to extract all document text, or mode "schema" with a JSON Schema to extract specific named values…
- PDF
Extract
Extracts specified information from text using AI, accepting content directly or automatically downloading from S3.
- PDF
Extract data from PDF
Extracts specific field values from PDF documents using AWS Textract for OCR and LLM for intelligent field mapping, with automatic batching strategy for large schemas.
- PDF
Extract fields with OCR
Extracts specified field values from images (JPEG, PNG) and PDFs using AI-powered OCR with confidence scoring and validation, automatically downloading content from S3 (supports both full S3 keys a…
- PDF
Extract multiple fields
Extracts values for specified fields from text using AI, accepting content directly or from S3.
- PDF
Write
Generates written content using AI with customizable style, format, tone, length, language, purpose, and audience parameters, accepting content directly or automatically downloading from S3.
- PDF
Extract pages
Extracts one or more pages from a PDF stored in S3 and saves the result as a new PDF file in S3 Specify start_page and end_page (1-indexed, inclusive) to select the page range.
- PDF
Extract text
Extracts all text from PDFs with support for page ranges and maintains text structure.
- PDF
Fill form
Fills PDF form fields and automatically saves the completed PDF to S3 with optional flattening.
- PDF
Image to PDF
Downloads images from S3, converts them to a multi-page PDF with configurable page sizing, and uploads the result to S3.
- PDF
Merge documents
Downloads multiple PDFs from S3, merges them with optional page range selection, and uploads the merged PDF to S3 Set flatten_form_fields to true when merging PDFs with filled forms or signatures t…
- PDF
Text to PDF
Creates a PDF from text content with configurable formatting options (page size, margins, font size, bold text), and uploads the result to S3.
Common questions
How does Caddi connect Box and PDF?
Box and PDF 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 PDF 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 PDF to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Box + PDF 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 PDF?
Drop your work email and we'll show you Caddi running end-to-end against Box, PDF, and the rest of your stack.