AI-native automation
Connect Expensify and MailChimp with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Expensify and MailChimp together
- 01
Add subscriber in MailChimp when new expense report in Expensify.
Caddi watches Expensify for new expense report and add subscriber in MailChimp — no copy-paste, no missed records.
- 02
Create expense in Expensify when new subscriber in MailChimp.
Caddi watches MailChimp for new subscriber and create expense in Expensify so the two systems stay in lockstep.
- 03
Update subscriber in MailChimp from Expensify events.
When report approved happens in Expensify, Caddi update subscriber in MailChimp with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Expensify and MailChimp
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
- MailChimp
New subscriber
Triggers when someone subscribes to an audience.
- MailChimp
Campaign sent
Triggers when a campaign is sent to its audience.
- MailChimp
Unsubscribe
Triggers when a subscriber opts out.
- MailChimp
Add subscriber
Add a new subscriber to an audience with merge fields and tags.
- MailChimp
Update subscriber
Modify a subscriber's merge fields or tags.
- MailChimp
Send campaign
Trigger an existing campaign to send.
Common questions
How does Caddi connect Expensify and MailChimp?
Expensify and MailChimp just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Expensify and MailChimp end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Expensify and MailChimp to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + MailChimp 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Expensify and MailChimp?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, MailChimp, and the rest of your stack.