Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossDropbox Sign and OneDriveby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate new Hire Tracker Cleanup in Dropbox Sign and OneDrive. Caddi builds the loop and runs it.

Dropbox SignProductivity
OneDriveProductivity

See it on your stack

See Caddi run Dropbox Sign and OneDrive together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Dropbox Sign and OneDrive together

  • 01

    Upload file in OneDrive when signature request completed in Dropbox Sign.

    Caddi watches Dropbox Sign for signature request completed and upload file in OneDrive — no copy-paste, no missed records.

  • 02

    Send signature request in Dropbox Sign when new file in folder in OneDrive.

    Caddi watches OneDrive for new file in folder and send signature request in Dropbox Sign so the two systems stay in lockstep.

  • 03

    Create folder in OneDrive from Dropbox Sign events.

    When signature request sent happens in Dropbox Sign, Caddi create folder in OneDrive with the right context attached.

Actions Caddi can take across Dropbox Sign and OneDrive

  • Dropbox Sign

    Signature request completed

    Triggers when all signers complete a request.

  • Dropbox Sign

    Signature request sent

    Triggers when a request is sent for signature.

  • Dropbox Sign

    Signer declined

    Triggers when a signer declines a request.

  • Dropbox Sign

    Send signature request

    Send a document or template for e-signature.

  • Dropbox Sign

    Use template

    Send a request built from a reusable template.

  • Dropbox Sign

    Download signed PDF

    Pull the executed PDF and audit trail.

  • Dropbox Sign

    Send reminder

    Nudge signers who haven't completed.

  • OneDrive

    New file in folder

    Triggers when a file is added to a watched folder.

  • OneDrive

    File updated

    Triggers when a file is modified.

  • OneDrive

    Upload file

    Add a file to a OneDrive folder.

  • OneDrive

    Create folder

    Create a new folder under a parent.

  • OneDrive

    Move file

    Move a file between folders.

  • OneDrive

    Read Excel sheet

    Read a range of cells from an Excel workbook in OneDrive.

Common questions

How does Caddi connect Dropbox Sign and OneDrive?

Dropbox Sign and OneDrive 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 Dropbox Sign and OneDrive 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 Dropbox Sign and OneDrive to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox Sign + OneDrive 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 Dropbox Sign and OneDrive?

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