AI-native automation

Connect Elite 3E and PDF with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
Elite 3ELegal
Caddi can take any action in this tool.
Caddi can…
PDFDocument format
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Elite 3E and PDF together

  • 01

    Keep Elite 3E and PDF in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

Actions Caddi can take across Elite 3E and PDF

  • PDF

    Classify

    Classifies text content using AI with customizable classification types (language, tone, sentiment, topic, category), accepting content directly or automatically downloading from S3.

  • PDF

    Summarize

    Summarizes text using AI with customizable style and length parameters, accepting content directly or from S3.

  • PDF

    Get form fields

    Discovers all form fields in a PDF including field types, options, and validation rules.

  • PDF

    Document extract

    Extracts text or structured fields from PDF documents and images stored in S3 Use mode "full_text" to extract all document text, or mode "schema" with a JSON Schema to extract specific named values…

  • PDF

    Extract

    Extracts specified information from text using AI, accepting content directly or automatically downloading from S3.

  • PDF

    Extract data from PDF

    Extracts specific field values from PDF documents using AWS Textract for OCR and LLM for intelligent field mapping, with automatic batching strategy for large schemas.

  • PDF

    Extract fields with OCR

    Extracts specified field values from images (JPEG, PNG) and PDFs using AI-powered OCR with confidence scoring and validation, automatically downloading content from S3 (supports both full S3 keys a…

  • PDF

    Extract multiple fields

    Extracts values for specified fields from text using AI, accepting content directly or from S3.

  • PDF

    Write

    Generates written content using AI with customizable style, format, tone, length, language, purpose, and audience parameters, accepting content directly or automatically downloading from S3.

  • PDF

    Extract pages

    Extracts one or more pages from a PDF stored in S3 and saves the result as a new PDF file in S3 Specify start_page and end_page (1-indexed, inclusive) to select the page range.

  • PDF

    Extract text

    Extracts all text from PDFs with support for page ranges and maintains text structure.

  • PDF

    Fill form

    Fills PDF form fields and automatically saves the completed PDF to S3 with optional flattening.

  • PDF

    Image to PDF

    Downloads images from S3, converts them to a multi-page PDF with configurable page sizing, and uploads the result to S3.

  • PDF

    Merge documents

    Downloads multiple PDFs from S3, merges them with optional page range selection, and uploads the merged PDF to S3 Set flatten_form_fields to true when merging PDFs with filled forms or signatures t…

  • PDF

    Text to PDF

    Creates a PDF from text content with configurable formatting options (page size, margins, font size, bold text), and uploads the result to S3.

Common questions

How does Caddi connect Elite 3E and PDF?

Elite 3E and PDF 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 Elite 3E and PDF 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 Elite 3E and PDF to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Elite 3E + PDF 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 Elite 3E and PDF?

Drop your work email and we'll show you Caddi running end-to-end against Elite 3E, PDF, and the rest of your stack.