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AI-native automation

Automate work acrossCalendly and ShareFilewith Caddi AI Agents.

Automate anything you do across Calendly, ShareFile, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Calendly and ShareFile

  1. Connect Calendly to Caddi

    Allow

    1Sign in to Calendly

    One click with your own Calendly login. No API keys.

  2. Connect ShareFile to Caddi

    Allow

    2Sign in to ShareFile

    The same click again. Both tools are connected.

  3. Upload file in ShareFile when new event scheduled in Calendly.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Calendly and ShareFile together

  • 01

    Upload file in ShareFile when new event scheduled in Calendly.

    Caddi watches Calendly for new event scheduled and upload file in ShareFile. No copy-paste, no missed records.

  • 02

    Create one-off meeting in Calendly when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and create one-off meeting in Calendly so the two systems stay in lockstep.

  • 03

    Create folder in ShareFile from Calendly events.

    When event cancelled happens in Calendly, Caddi create folder in ShareFile with the right context attached.

Actions Caddi can take across Calendly and ShareFile

  • Calendly

    New event scheduled

    Triggers when an invitee books a meeting.

  • Calendly

    Event cancelled

    Triggers when a scheduled meeting is cancelled.

  • Calendly

    No-show recorded

    Triggers when an invitee is marked as a no-show.

  • Calendly

    Create one-off meeting

    Spin up a one-off meeting link with custom configuration.

  • Calendly

    Update invitee

    Modify an existing invitee's details or registration.

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

Common questions

How does Caddi connect Calendly and ShareFile?

Calendly and ShareFile 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 Calendly and ShareFile 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 Calendly and ShareFile to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Calendly + ShareFile 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 Calendly and ShareFile?

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