Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossEvernote and Gustoby 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.

Sign up freeFree for 14 days.

Help me automate new-hire fan-out in Evernote and Gusto. Caddi builds the loop and runs it.

EvernoteProductivity
GustoProductivity

See it on your stack

See Caddi run Evernote and Gusto together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Evernote and Gusto together

  • 01

    Create employee in Gusto when new note in Evernote.

    Caddi watches Evernote for new note and create employee in Gusto — no copy-paste, no missed records.

  • 02

    Create note in Evernote when new employee in Gusto.

    Caddi watches Gusto for new employee and create note in Evernote so the two systems stay in lockstep.

  • 03

    Update employee in Gusto from Evernote events.

    When note updated happens in Evernote, Caddi update employee in Gusto with the right context attached.

Actions Caddi can take across Evernote and Gusto

  • 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.

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

Common questions

How does Caddi connect Evernote and Gusto?

Evernote and Gusto 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 Gusto 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 Gusto to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + Gusto 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 Gusto?

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