Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossGusto and ShareFileby 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.

Sign up freeFree for 14 days.

Help me automate client request + collection in Gusto and ShareFile. Caddi builds the loop and runs it.

GustoProductivity
ShareFileProductivity

See it on your stack

See Caddi run Gusto and ShareFile 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 Gusto and ShareFile together

  • 01

    Upload file in ShareFile when new employee in Gusto.

    Caddi watches Gusto for new employee and upload file in ShareFile — no copy-paste, no missed records.

  • 02

    Create employee in Gusto when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and create employee in Gusto so the two systems stay in lockstep.

  • 03

    Create folder in ShareFile from Gusto events.

    When payroll processed happens in Gusto, Caddi create folder in ShareFile with the right context attached.

Actions Caddi can take across Gusto and ShareFile

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

Common questions

How does Caddi connect Gusto and ShareFile?

Gusto and ShareFile 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 Gusto and ShareFile 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 Gusto and ShareFile to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gusto + ShareFile 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 Gusto and ShareFile?

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