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

AI-native automation

Automate work acrossEmail and Klaviyowith Caddi AI Agents.

Connect Email and Klaviyo: Create or update profile in Klaviyo when new email received in Email. 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.
EmailDocument format
KlaviyoProductivity

Discover, automate and govern the work between Email and Klaviyo

Caddi AI Agents find the repetitive handoffs between Email and Klaviyo, 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 Email and Klaviyo together

  • 01

    Create or update profile in Klaviyo when new email received in Email.

    Caddi watches Email for new email received and create or update profile in Klaviyo. No copy-paste, no missed records.

  • 02

    Send email in Email when profile created in Klaviyo.

    Caddi watches Klaviyo for profile created and send email in Email so the two systems stay in lockstep.

  • 03

    Add to list in Klaviyo from Email events.

    When new email matching subject or sender happens in Email, Caddi add to list in Klaviyo with the right context attached.

Actions Caddi can take across Email and Klaviyo

  • 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.

  • Klaviyo

    Profile created

    Triggers when a new profile is added.

  • Klaviyo

    Added to list

    Triggers when a profile joins a list.

  • Klaviyo

    Campaign sent

    Triggers when a campaign goes out.

  • Klaviyo

    Create or update profile

    Upsert a profile with properties.

  • Klaviyo

    Add to list

    Subscribe a profile to a list.

  • Klaviyo

    Track event

    Record a custom event on a profile.

Common questions

How does Caddi connect Email and Klaviyo?

Email and Klaviyo 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 Klaviyo 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 Klaviyo to other tools too?

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

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