AI-native automation

Automate work acrossDropbox Sign and Zoomby AI screensharing.

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

Dropbox SignProductivity
ZoomProductivity

See it on your stack

See Caddi run Dropbox Sign and Zoom 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 Sign and Zoom together

  • 01

    Create meeting in Zoom when signature request completed in Dropbox Sign.

    Caddi watches Dropbox Sign for signature request completed and create meeting in Zoom — no copy-paste, no missed records.

  • 02

    Send signature request in Dropbox Sign when new meeting created in Zoom.

    Caddi watches Zoom for new meeting created and send signature request in Dropbox Sign so the two systems stay in lockstep.

  • 03

    Create webinar in Zoom from Dropbox Sign events.

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

Actions Caddi can take across Dropbox Sign and Zoom

  • 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.

  • Zoom

    New meeting created

    Triggers when a new meeting is scheduled.

  • Zoom

    Meeting ended

    Triggers when a meeting wraps up.

  • Zoom

    New recording ready

    Triggers when a cloud recording finishes processing.

  • Zoom

    Create meeting

    Schedule a new Zoom meeting with custom settings.

  • Zoom

    Create webinar

    Schedule a new Zoom webinar with registrants.

  • Zoom

    Update meeting

    Modify an existing meeting's time or settings.

Common questions

How does Caddi connect Dropbox Sign and Zoom?

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

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

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