AI-native automation
Automate work across
Evernote and 
Filevineby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate inbound packet to project in Evernote and Filevine. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Evernote and Filevine together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Evernote and Filevine together
- 01
Create project in Filevine when new note in Evernote.
Caddi watches Evernote for new note and create project in Filevine — no copy-paste, no missed records.
- 02
Create note in Evernote when new project in Filevine.
Caddi watches Filevine for new project and create note in Evernote so the two systems stay in lockstep.
- 03
Create contact in Filevine from Evernote events.
When note updated happens in Evernote, Caddi create contact in Filevine with the right context attached.
Actions Caddi can take across Evernote and Filevine
- Evernote
New note
Triggers when a new note is created in a notebook.
- Evernote
Note updated
Triggers when an existing note is edited.
- Evernote
Create note
Create an Evernote note with content and tags.
- Evernote
Update note
Append or replace content in an existing note.
- Evernote
Find note
Search notes by text or tag.
- Filevine
New project
Triggers when a new project (matter) is created.
- Filevine
Phase changed
Triggers when a project advances to a new phase.
- Filevine
New activity
Triggers when a note, task, or call is added.
- Filevine
Document uploaded
Triggers when a document is added to a project.
- Filevine
Create project
Open a new Filevine project with intake, contacts, and section data.
- Filevine
Create contact
Add a contact to a project with role and relationship data.
- Filevine
Upload document
Add a document to a project with optional metadata.
- Filevine
Create task
Schedule a follow-up task against a project or team member.
- Filevine
Add note
Append a timestamped note to a project's activity feed.
Common questions
How does Caddi connect Evernote and Filevine?
Evernote and Filevine 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 Evernote and Filevine 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 Evernote and Filevine to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + Filevine 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 Evernote and Filevine?
Drop your work email and we'll show you Caddi running end-to-end against Evernote, Filevine, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.