AI-native automation
Automate work across
Evernote and 
Rocket Matterby 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 calendar + in Evernote and Rocket Matter. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Evernote and Rocket Matter 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 Rocket Matter together
- 01
Create matter in Rocket Matter when new note in Evernote.
Caddi watches Evernote for new note and create matter in Rocket Matter — no copy-paste, no missed records.
- 02
Create note in Evernote when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and create note in Evernote so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from Evernote events.
When note updated happens in Evernote, Caddi post time entry in Rocket Matter with the right context attached.
Actions Caddi can take across Evernote and Rocket Matter
- 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.
- Rocket Matter
New matter
Triggers when a new matter is opened in Rocket Matter.
- Rocket Matter
Time entry posted
Triggers when a new time entry is recorded.
- Rocket Matter
New invoice
Triggers when an invoice is generated.
- Rocket Matter
Create matter
Open a new Rocket Matter matter with client and billing details.
- Rocket Matter
Post time entry
Record a time entry against a matter.
- Rocket Matter
Add expense
Record a billable expense against a matter.
- Rocket Matter
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Evernote and Rocket Matter?
Evernote and Rocket Matter 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 Rocket Matter 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 Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + Rocket Matter 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 Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against Evernote, Rocket Matter, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.