AI-native automation
Connect Harvey and MailChimp with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Harvey and MailChimp together
- 01
Add subscriber in MailChimp when document ready in Harvey.
Caddi watches Harvey for document ready and add subscriber in MailChimp — no copy-paste, no missed records.
- 02
Redline document in Harvey when new subscriber in MailChimp.
Caddi watches MailChimp for new subscriber and redline document in Harvey so the two systems stay in lockstep.
- 03
Update subscriber in MailChimp from Harvey events.
When review requested happens in Harvey, Caddi update subscriber in MailChimp with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Harvey and MailChimp
- 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.
- MailChimp
New subscriber
Triggers when someone subscribes to an audience.
- MailChimp
Campaign sent
Triggers when a campaign is sent to its audience.
- MailChimp
Unsubscribe
Triggers when a subscriber opts out.
- MailChimp
Add subscriber
Add a new subscriber to an audience with merge fields and tags.
- MailChimp
Update subscriber
Modify a subscriber's merge fields or tags.
- MailChimp
Send campaign
Trigger an existing campaign to send.
Common questions
How does Caddi connect Harvey and MailChimp?
Harvey and MailChimp just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Harvey and MailChimp end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Harvey and MailChimp to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Harvey + MailChimp 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Harvey and MailChimp?
Drop your work email and we'll show you Caddi running end-to-end against Harvey, MailChimp, and the rest of your stack.