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AI-native automation

Automate work acrossGitLab and NetDocumentswith Caddi AI Agents.

Automate anything you do across GitLab, NetDocuments, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect GitLab and NetDocuments

  1. Connect GitLab to Caddi

    Allow

    1Sign in to GitLab

    One click with your own GitLab login. No API keys.

  2. Connect NetDocuments to Caddi

    Allow

    2Sign in to NetDocuments

    The same click again. Both tools are connected.

  3. Upload document in NetDocuments when new issue in GitLab.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • 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 GitLab and NetDocuments together

In a law firm the work between GitLab and NetDocuments is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Upload document in NetDocuments when new issue in GitLab.

    Caddi watches GitLab for new issue and upload document in NetDocuments. No copy-paste, no missed records.

  • 02

    Create issue in GitLab when new document in NetDocuments.

    Caddi watches NetDocuments for new document and create issue in GitLab so the two systems stay in lockstep.

  • 03

    Create workspace in NetDocuments from GitLab events.

    When merge request merged happens in GitLab, Caddi create workspace in NetDocuments with the right context attached.

Actions Caddi can take across GitLab and NetDocuments

  • GitLab

    New issue

    Triggers when an issue is opened in a project.

  • GitLab

    Merge request merged

    Triggers when a merge request is merged.

  • GitLab

    Pipeline finished

    Triggers when a CI pipeline succeeds or fails.

  • GitLab

    Create issue

    Open an issue with labels and assignee.

  • GitLab

    Comment

    Add a note to an issue or merge request.

  • GitLab

    Update issue

    Change labels, milestone or state.

  • NetDocuments

    New document

    Triggers when a document is added to a workspace.

  • NetDocuments

    Document profiled

    Triggers when profile attributes are set on a document.

  • NetDocuments

    Upload document

    Add a document to a workspace with profile attributes.

  • NetDocuments

    Create workspace

    Open a new matter workspace under a cabinet.

  • NetDocuments

    Search documents

    Find documents by content or profile attributes.

  • NetDocuments

    Update document attributes

    Set or change profile fields on a document.

Common questions

How does Caddi connect GitLab and NetDocuments?

GitLab and NetDocuments 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 GitLab and NetDocuments 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 GitLab and NetDocuments to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first GitLab + NetDocuments 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.

Does this work for law firms?

Yes. Caddi runs GitLab and NetDocuments with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate GitLab and NetDocuments?

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