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AI-native automation

Automate work acrossEmail and Oracle EDMwith Caddi AI Agents.

Connect Email and Oracle EDM: Create request in Oracle EDM 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
Oracle EDMFinance

Discover, automate and govern the work between Email and Oracle EDM

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

  • 01

    Create request in Oracle EDM when new email received in Email.

    Caddi watches Email for new email received and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Send email in Email when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and send email in Email so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from Email events.

    When new email matching subject or sender happens in Email, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions Caddi can take across Email and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

Common questions

How does Caddi connect Email and Oracle EDM?

Email and Oracle EDM 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 Oracle EDM 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 Oracle EDM to other tools too?

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

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