AI-native automation
Connect Email and Redtail 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
Practical ways to use Email and Redtail together
- 01
Create contact in Redtail when new email received in Email.
Caddi watches Email for new email received and create contact in Redtail — no copy-paste, no missed records.
- 02
Send email in Email when new contact in Redtail.
Caddi watches Redtail for new contact and send email in Email so the two systems stay in lockstep.
- 03
Create activity in Redtail from Email events.
When new email matching subject or sender happens in Email, Caddi create activity in Redtail with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Email and Redtail
- 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.
- Redtail
New contact
Triggers when a new contact is added in Redtail.
- Redtail
Activity completed
Triggers when an advisor closes a meeting, call, or task.
- Redtail
Workflow stage changed
Triggers when a workflow advances to a new stage.
- Redtail
Create contact
Add a new Redtail contact with household, address, and phone.
- Redtail
Create activity
Schedule a meeting, call, or task against a contact.
- Redtail
Add note
Append a timestamped note to a contact's history.
- Redtail
Update workflow
Move a contact's workflow to the next step or assign an owner.
Common questions
How does Caddi connect Email and Redtail?
Email and Redtail 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 Redtail 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 Redtail to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Email + Redtail 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 Redtail?
Drop your work email and we'll show you Caddi running end-to-end against Email, Redtail, and the rest of your stack.