AI-native automation
Automate work across
Doc and 
eFaxwith Caddi AI Agents.
Automate anything you do across Doc, eFax, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Doc and eFax
- Client memo.docx
1Add your documents
Upload them, or point Caddi at their folder.
Connect eFax to Caddi
Allow2Sign in to eFax
One click with your own eFax login. No API keys.
Send fax in eFax when new doc shared in Doc.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Doc and eFax together
- 01
Send fax in eFax when new doc shared in Doc.
Caddi watches Doc for new doc shared and send fax in eFax. No copy-paste, no missed records.
- 02
Create document from template in Doc when fax received in eFax.
Caddi watches eFax for fax received and create document from template in Doc so the two systems stay in lockstep.
- 03
Download fax in eFax from Doc events.
When doc updated happens in Doc, Caddi download fax in eFax with the right context attached.
Actions Caddi can take across Doc and eFax
- Doc
New doc shared
Triggers when a new document is shared with you or your team.
- Doc
Doc updated
Triggers when an existing document is edited or commented on.
- Doc
Doc completed
Triggers when a document is marked final or moved out of a draft state.
- Doc
Create document from template
Generate a document from a template with merged fields.
- Doc
Insert content
Append, prepend, or insert text into a document.
- Doc
Replace text
Find-and-replace placeholder values in a document.
- Doc
Convert to PDF
Convert a Word, Doc, or text file into a finalized PDF.
- Doc
Share with collaborators
Grant view, comment, or edit access to a document.
- eFax
Fax received
Triggers when an inbound fax arrives.
- eFax
Fax delivered
Triggers when an outbound fax is delivered.
- eFax
Fax failed
Triggers when an outbound fax fails to send.
- eFax
Send fax
Send a document to a fax number.
- eFax
Download fax
Fetch the image and details of a received fax.
- eFax
Search faxes
Find sent or received faxes by date or number.
Common questions
How does Caddi connect Doc and eFax?
Doc and eFax 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 Doc and eFax 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 Doc and eFax to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Doc + eFax 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 Doc and eFax?
Drop your work email and we'll show you Caddi running end-to-end against Doc, eFax, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.