AI-native automation

Connect Email and Laserfiche 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…
EmailDocument format
Caddi can…
LaserficheFinance
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Email and Laserfiche together

  • 01

    Upload document in Laserfiche when new email received in Email.

    Caddi watches Email for new email received and upload document in Laserfiche — no copy-paste, no missed records.

  • 02

    Send email in Email when get folder children in Laserfiche.

    Caddi watches Laserfiche for get folder children and send email in Email so the two systems stay in lockstep.

  • 03

    Upload document in Laserfiche from Email events.

    When new email matching subject or sender happens in Email, Caddi upload document in Laserfiche with the right context attached.

  • 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 Email and Laserfiche

  • 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.

  • Laserfiche

    Get folder children

    Lists all documents and subfolders within a folder with pagination support and metadata retrieval.

  • Laserfiche

    Get folder ID

    Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.

  • Laserfiche

    Get repository ID

    Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.

  • Laserfiche

    List o data tables

    Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.

  • Laserfiche

    Query o data entity

    Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.

  • Laserfiche

    Upload document

    Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.

Common questions

How does Caddi connect Email and Laserfiche?

Email and Laserfiche 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 Email and Laserfiche 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 Email and Laserfiche to other tools too?

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

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