AI-native automation
Automate work across
Expensify and 
MailChimpwith Caddi AI Agents.
Automate anything you do across Expensify, MailChimp, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Expensify and MailChimp
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify login. No API keys.
Connect MailChimp to Caddi
Allow2Sign in to MailChimp
The same click again. Both tools are connected.
Add subscriber in MailChimp when new expense report in Expensify.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 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.
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. 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 Expensify and MailChimp 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 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 that first walkthrough. 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.
Or skip the demo: sign up free and build it yourself.