AI-native automation

Automate work acrossBox and Smartsheetby AI screensharing.

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

BoxProductivity
SmartsheetProductivity

See it on your stack

See Caddi run Box and Smartsheet 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 Smartsheet together

  • 01

    Add row in Smartsheet when new file in folder in Box.

    Caddi watches Box for new file in folder and add row in Smartsheet — no copy-paste, no missed records.

  • 02

    Upload file in Box when new row in Smartsheet.

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

  • 03

    Update row in Smartsheet from Box events.

    When folder shared happens in Box, Caddi update row in Smartsheet with the right context attached.

Actions Caddi can take across Box and Smartsheet

  • 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.

  • Smartsheet

    New row

    Triggers when a new row is added to a sheet.

  • Smartsheet

    Row updated

    Triggers when an existing row is modified.

  • Smartsheet

    Add row

    Append a new row to a sheet with cell values.

  • Smartsheet

    Update row

    Modify cells in an existing row.

  • Smartsheet

    Find row

    Search a sheet by text or column value.

  • Smartsheet

    Attach file to row

    Add a file or URL to a row.

Common questions

How does Caddi connect Box and Smartsheet?

Box and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Box + Smartsheet 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 Smartsheet?

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