AI-native automation
Automate work across
Conga and 
Oracle EDMwith Caddi AI Agents.
Connect Conga and Oracle EDM: Create request in Oracle EDM when document generated in Conga. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Conga and Oracle EDM
Caddi AI Agents find the repetitive handoffs between Conga and Oracle EDM, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Conga and Oracle EDM together
- 01
Create request in Oracle EDM when document generated in Conga.
Caddi watches Conga for document generated and create request in Oracle EDM. No copy-paste, no missed records.
- 02
Generate document in Conga when request submitted in Oracle EDM.
Caddi watches Oracle EDM for request submitted and generate document in Conga so the two systems stay in lockstep.
- 03
Fetch hierarchy in Oracle EDM from Conga events.
When contract executed happens in Conga, Caddi fetch hierarchy in Oracle EDM with the right context attached.
Actions Caddi can take across Conga and Oracle EDM
- Conga
Document generated
Triggers when Conga produces a document from a template.
- Conga
Contract executed
Triggers when a contract is fully signed.
- Conga
Approval requested
Triggers when a document is sent for approval.
- Conga
Generate document
Run a Conga template against a CRM record.
- Conga
Send for signature
Route a generated document for e-signature.
- Conga
Update contract
Write status and dates back to the contract record.
- Oracle EDM
Request submitted
Triggers when a change request is submitted.
- Oracle EDM
Request approved
Triggers when a request is approved and committed.
- Oracle EDM
Node changed
Triggers when a hierarchy node is added or moved.
- Oracle EDM
Create request
Open a change request for accounts or entities.
- Oracle EDM
Fetch hierarchy
Export a hierarchy or node set.
- Oracle EDM
Compare viewpoints
Check two viewpoints for differences.
Common questions
How does Caddi connect Conga and Oracle EDM?
Conga and Oracle EDM 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 Conga and Oracle EDM 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 Conga and Oracle EDM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Conga + Oracle EDM 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 Conga and Oracle EDM?
Drop your work email and we'll show you Caddi running end-to-end against Conga, Oracle EDM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.