AI-native automation
Automate work across
Doc and 
Twiliowith Caddi AI Agents.
Connect Doc and Twilio: Send SMS in Twilio when new doc shared in Doc. 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 Doc and Twilio
Caddi AI Agents find the repetitive handoffs between Doc and Twilio, 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 Doc and Twilio together
- 01
Send SMS in Twilio when new doc shared in Doc.
Caddi watches Doc for new doc shared and send sms in Twilio. No copy-paste, no missed records.
- 02
Create document from template in Doc when incoming sms in Twilio.
Caddi watches Twilio for incoming sms and create document from template in Doc so the two systems stay in lockstep.
- 03
Make call in Twilio from Doc events.
When doc updated happens in Doc, Caddi make call in Twilio with the right context attached.
Actions Caddi can take across Doc and Twilio
- 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.
- Twilio
Incoming SMS
Triggers when a message arrives on a Twilio number.
- Twilio
Call completed
Triggers when a call ends.
- Twilio
Message delivered
Triggers when an outbound message is delivered.
- Twilio
Send SMS
Text a contact from a Twilio number.
- Twilio
Make call
Place an outbound call.
- Twilio
Fetch messages
Pull the message history for a number.
Common questions
How does Caddi connect Doc and Twilio?
Doc and Twilio 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 Twilio 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 Twilio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Doc + Twilio 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 Twilio?
Drop your work email and we'll show you Caddi running end-to-end against Doc, Twilio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.