AI-native automation

Connect Email and Tamarac 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…
TamaracFinance
Caddi can take any action in this tool.
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Email and Tamarac together

  • 01

    Keep Email and Tamarac in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

  • 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 Tamarac

  • 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.

Common questions

How does Caddi connect Email and Tamarac?

Email and Tamarac 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 Tamarac 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 Tamarac to other tools too?

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

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