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

AI-native automation

Automate work acrossHubSpot and Mondayby 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 email-to-item in HubSpot and Monday. Caddi builds the loop and runs it.

HubSpotProductivity
MondayProductivity

See it on your stack

See Caddi run HubSpot and Monday 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 HubSpot and Monday together

  • 01

    Create item in Monday when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create item in Monday — no copy-paste, no missed records.

  • 02

    Create contact in HubSpot when new item in Monday.

    Caddi watches Monday for new item and create contact in HubSpot so the two systems stay in lockstep.

  • 03

    Update item in Monday from HubSpot events.

    When new deal happens in HubSpot, Caddi update item in Monday with the right context attached.

Actions Caddi can take across HubSpot and Monday

  • HubSpot

    New contact

    Triggers when a new contact is added to HubSpot.

  • HubSpot

    New deal

    Triggers when a new deal is created.

  • HubSpot

    Deal stage changed

    Triggers when a deal advances to a new stage.

  • HubSpot

    New form submission

    Triggers when a HubSpot form is submitted.

  • HubSpot

    Create contact

    Add a new HubSpot contact with custom properties.

  • HubSpot

    Update contact

    Modify an existing contact's properties.

  • HubSpot

    Create deal

    Open a new deal with pipeline, amount, and associations.

  • HubSpot

    Update deal

    Modify a deal's stage, amount, or close date.

  • HubSpot

    Create task

    Schedule a follow-up task against a contact or deal.

  • Monday

    New item

    Triggers when a new item is added to a board.

  • Monday

    Item updated

    Triggers when an item's columns change.

  • Monday

    Status changed

    Triggers when an item's status moves to a new value.

  • Monday

    Create item

    Add a new item to a board with column values.

  • Monday

    Update item

    Modify column values on an existing item.

  • Monday

    Move item to group

    Move an item between groups within a board.

Common questions

How does Caddi connect HubSpot and Monday?

HubSpot and Monday 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 HubSpot and Monday 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 HubSpot and Monday to other tools too?

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

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