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AI-native automation

Automate work acrossExpensify and Typeformby 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.

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Help me automate response-to-lead in Expensify and Typeform. Caddi builds the loop and runs it.

ExpensifyProductivity
TypeformProductivity

See it on your stack

See Caddi run Expensify and Typeform together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Expensify and Typeform together

  • 01

    Create response in Typeform when new expense report in Expensify.

    Caddi watches Expensify for new expense report and create response in Typeform — no copy-paste, no missed records.

  • 02

    Create expense in Expensify when new form response in Typeform.

    Caddi watches Typeform for new form response and create expense in Expensify so the two systems stay in lockstep.

  • 03

    Create response in Typeform from Expensify events.

    When report approved happens in Expensify, Caddi create response in Typeform with the right context attached.

Actions Caddi can take across Expensify and Typeform

  • 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.

  • Typeform

    New form response

    Triggers when a respondent submits a Typeform.

  • Typeform

    Create response

    Submit a programmatic response to a Typeform.

Common questions

How does Caddi connect Expensify and Typeform?

Expensify and Typeform 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 Typeform 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 Typeform to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Typeform 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 Typeform?

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