AI-native automation
Automate work across
Evernote and 
ShareFileby 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 client request + collection in Evernote and ShareFile. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Evernote and ShareFile 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 ShareFile together
- 01
Upload file in ShareFile when new note in Evernote.
Caddi watches Evernote for new note and upload file in ShareFile — no copy-paste, no missed records.
- 02
Create note in Evernote when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and create note in Evernote so the two systems stay in lockstep.
- 03
Create folder in ShareFile from Evernote events.
When note updated happens in Evernote, Caddi create folder in ShareFile with the right context attached.
Actions Caddi can take across Evernote and ShareFile
- 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.
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect Evernote and ShareFile?
Evernote and ShareFile 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 ShareFile 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 ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + ShareFile 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 ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against Evernote, ShareFile, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.