Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossDropbox Sign and Oracle EDMwith Caddi AI Agents.

Connect Dropbox Sign and Oracle EDM: Create request in Oracle EDM when signature request completed in Dropbox Sign. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Dropbox SignProductivity
Oracle EDMFinance

Discover, automate and govern the work between Dropbox Sign and Oracle EDM

Caddi AI Agents find the repetitive handoffs between Dropbox Sign 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Dropbox Sign and Oracle EDM together

  • 01

    Create request in Oracle EDM when signature request completed in Dropbox Sign.

    Caddi watches Dropbox Sign for signature request completed and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Send signature request in Dropbox Sign when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and send signature request in Dropbox Sign so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from Dropbox Sign events.

    When signature request sent happens in Dropbox Sign, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions Caddi can take across Dropbox Sign and Oracle EDM

  • 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.

  • 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 Dropbox Sign and Oracle EDM?

Dropbox Sign 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 Dropbox Sign 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 Dropbox Sign and Oracle EDM to other tools too?

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

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