AI-native automation
Automate work across
Dropbox Sign and 
Wealthboxby 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.
Help me automate inbound email triage in Dropbox Sign and Wealthbox. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Dropbox Sign and Wealthbox together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Dropbox Sign and Wealthbox together
- 01
Create contact in Wealthbox when signature request completed in Dropbox Sign.
Caddi watches Dropbox Sign for signature request completed and create contact in Wealthbox — no copy-paste, no missed records.
- 02
Send signature request in Dropbox Sign when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and send signature request in Dropbox Sign so the two systems stay in lockstep.
- 03
Create task in Wealthbox from Dropbox Sign events.
When signature request sent happens in Dropbox Sign, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across Dropbox Sign and Wealthbox
- 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.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect Dropbox Sign and Wealthbox?
Dropbox Sign and Wealthbox 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 Wealthbox 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 Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox Sign + Wealthbox 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 Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against Dropbox Sign, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.