AI-native automation
Automate work across
Expensify and 
Zoomwith Caddi AI Agents.
Automate anything you do across Expensify, Zoom, 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 Zoom
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify login. No API keys.
Connect Zoom to Caddi
Allow2Sign in to Zoom
The same click again. Both tools are connected.
Create meeting in Zoom 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 Zoom together
- 01
Create meeting in Zoom when new expense report in Expensify.
Caddi watches Expensify for new expense report and create meeting in Zoom. No copy-paste, no missed records.
- 02
Create expense in Expensify when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and create expense in Expensify so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Expensify events.
When report approved happens in Expensify, Caddi create webinar in Zoom with the right context attached.
Actions Caddi can take across Expensify and Zoom
- 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.
- Zoom
New meeting created
Triggers when a new meeting is scheduled.
- Zoom
Meeting ended
Triggers when a meeting wraps up.
- Zoom
New recording ready
Triggers when a cloud recording finishes processing.
- Zoom
Create meeting
Schedule a new Zoom meeting with custom settings.
- Zoom
Create webinar
Schedule a new Zoom webinar with registrants.
- Zoom
Update meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Expensify and Zoom?
Expensify and Zoom 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 Zoom 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 Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Zoom 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 Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Zoom, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.