AI-native automation

Automate work acrossDropbox and Expensifyby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

DropboxProductivity
ExpensifyProductivity

See it on your stack

See Caddi run Dropbox and Expensify together.

  • Brighton Jones
  • 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.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — 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 screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Dropbox and Expensify together

  • 01

    Create expense in Expensify when new file in folder in Dropbox.

    Caddi watches Dropbox for new file in folder and create expense in Expensify — no copy-paste, no missed records.

  • 02

    Upload file in Dropbox when new expense report in Expensify.

    Caddi watches Expensify for new expense report and upload file in Dropbox so the two systems stay in lockstep.

  • 03

    Create report in Expensify from Dropbox events.

    When new shared link happens in Dropbox, Caddi create report in Expensify with the right context attached.

Actions Caddi can take across Dropbox and Expensify

  • Dropbox

    New file in folder

    Triggers when a file is added to a watched folder.

  • Dropbox

    New shared link

    Triggers when a new shared link is generated.

  • Dropbox

    Upload file

    Add a file to a Dropbox folder.

  • Dropbox

    Create folder

    Create a new folder under a parent.

  • Dropbox

    Create shared link

    Generate a shareable link for a file or folder.

  • Dropbox

    Move file

    Move a file between folders.

  • Expensify

    New expense report

    Triggers when an expense report is submitted.

  • Expensify

    Report approved

    Triggers when a report is approved for reimbursement.

  • Expensify

    Create expense

    Add an expense with amount, category, and receipt.

  • Expensify

    Create report

    Open a new expense report for an employee.

  • Expensify

    Submit report

    Submit an expense report for approval.

Common questions

How does Caddi connect Dropbox and Expensify?

Dropbox and Expensify just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Dropbox and Expensify end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Dropbox and Expensify to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox + Expensify 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Dropbox and Expensify?

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