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

AI-native automation

Automate work acrossBox and Trelloby 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 docketed Mail Uploads in Box and Trello. Caddi builds the loop and runs it.

BoxProductivity
TrelloProductivity

See it on your stack

See Caddi run Box and Trello 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 Trello together

  • 01

    Create card in Trello when new file in folder in Box.

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

  • 02

    Upload file in Box when new card in Trello.

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

  • 03

    Move card in Trello from Box events.

    When folder shared happens in Box, Caddi move card in Trello with the right context attached.

Actions Caddi can take across Box and Trello

  • 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.

  • Trello

    New card

    Triggers when a new card is added to a list.

  • Trello

    Card moved

    Triggers when a card is moved to a different list.

  • Trello

    Card archived

    Triggers when a card is archived.

  • Trello

    Create card

    Add a new card to a list with description and members.

  • Trello

    Move card

    Move a card between lists or boards.

  • Trello

    Add comment

    Post a comment on a card.

  • Trello

    Add attachment

    Attach a file or URL to a card.

Common questions

How does Caddi connect Box and Trello?

Box and Trello 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 Trello 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 Trello to other tools too?

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

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