AI-native automation
Automate work across
Harvey and 
Klaviyowith Caddi AI Agents.
Connect Harvey and Klaviyo: Create or update profile in Klaviyo when document ready in Harvey. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Harvey and Klaviyo
Caddi AI Agents find the repetitive handoffs between Harvey and Klaviyo, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Harvey and Klaviyo together
In a law firm the work between Harvey and Klaviyo 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
Create or update profile in Klaviyo when document ready in Harvey.
Caddi watches Harvey for document ready and create or update profile in Klaviyo. No copy-paste, no missed records.
- 02
Redline document in Harvey when profile created in Klaviyo.
Caddi watches Klaviyo for profile created and redline document in Harvey so the two systems stay in lockstep.
- 03
Add to list in Klaviyo from Harvey events.
When review requested happens in Harvey, Caddi add to list in Klaviyo with the right context attached.
Actions Caddi can take across Harvey and Klaviyo
- Harvey
Document ready
Triggers when a document is queued for Harvey to process.
- Harvey
Review requested
Triggers when a redline or review is requested on a draft.
- Harvey
Analysis complete
Triggers when Harvey finishes a summary, redline, or extraction.
- Harvey
Redline document
Send a draft to Harvey for AI redlining and markup.
- Harvey
Summarize document
Generate a summary of a document or document set.
- Harvey
Extract clauses
Pull key clauses, terms, or issues from a document.
- Harvey
Answer question
Run a research or document question against Harvey.
- Klaviyo
Profile created
Triggers when a new profile is added.
- Klaviyo
Added to list
Triggers when a profile joins a list.
- Klaviyo
Campaign sent
Triggers when a campaign goes out.
- Klaviyo
Create or update profile
Upsert a profile with properties.
- Klaviyo
Add to list
Subscribe a profile to a list.
- Klaviyo
Track event
Record a custom event on a profile.
Common questions
How does Caddi connect Harvey and Klaviyo?
Harvey and Klaviyo 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 Harvey and Klaviyo 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 Harvey and Klaviyo to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Harvey + Klaviyo 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 Harvey and Klaviyo 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 Harvey and Klaviyo?
Drop your work email and we'll show you Caddi running end-to-end against Harvey, Klaviyo, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.