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AI-native automation

Automate work acrossEmail and Evernotewith Caddi AI Agents.

Automate anything you do across Email, Evernote, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Email and Evernote

  1. Connect Email to Caddi

    Allow

    1Sign in to Email

    One click with your own Email login. No API keys.

  2. Connect Evernote to Caddi

    Allow

    2Sign in to Evernote

    The same click again. Both tools are connected.

  3. Create note in Evernote when new email received in Email.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • 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 Email and Evernote together

  • 01

    Create note in Evernote when new email received in Email.

    Caddi watches Email for new email received and create note in Evernote. No copy-paste, no missed records.

  • 02

    Send email in Email when new note in Evernote.

    Caddi watches Evernote for new note and send email in Email so the two systems stay in lockstep.

  • 03

    Update note in Evernote from Email events.

    When new email matching subject or sender happens in Email, Caddi update note in Evernote with the right context attached.

Actions Caddi can take across Email and Evernote

  • Email

    New email received

    Triggers when a new email arrives in a watched inbox.

  • Email

    New email matching subject or sender

    Triggers on inbound emails matching a search rule.

  • Email

    New attachment received

    Triggers when an email arrives with one or more attachments.

  • Email

    Email flagged or labeled

    Triggers when an email is flagged for follow-up or labeled.

  • Email

    Send email

    Send a new email from your business inbox.

  • Email

    Reply to email

    Reply within an existing email thread.

  • Email

    Forward email

    Forward an email to one or more recipients.

  • Email

    Save attachments

    Save email attachments to your document system.

  • Email

    Apply label or move

    Apply a label to an email or move it between folders.

  • Evernote

    New note

    Triggers when a new note is created in a notebook.

  • Evernote

    Note updated

    Triggers when an existing note is edited.

  • Evernote

    Create note

    Create an Evernote note with content and tags.

  • Evernote

    Update note

    Append or replace content in an existing note.

  • Evernote

    Find note

    Search notes by text or tag.

Common questions

How does Caddi connect Email and Evernote?

Email and Evernote 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 Email and Evernote 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 Email and Evernote to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Email + Evernote 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 Email and Evernote?

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