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AI-native automation

Automate work acrossEvernote and Wavewith Caddi AI Agents.

Connect Evernote and Wave: Create invoice in Wave when new note in Evernote. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
EvernoteProductivity
WaveFinance

Discover, automate and govern the work between Evernote and Wave

Caddi AI Agents find the repetitive handoffs between Evernote and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Evernote and Wave together

  • 01

    Create invoice in Wave when new note in Evernote.

    Caddi watches Evernote for new note and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Create note in Evernote when invoice paid in Wave.

    Caddi watches Wave for invoice paid and create note in Evernote so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Evernote events.

    When note updated happens in Evernote, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Evernote and Wave

  • 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.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect Evernote and Wave?

Evernote and Wave 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 Wave 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 Wave to other tools too?

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

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