AI-native automation
Automate work across
LeadDocket and 
PreciseFPby 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.
Help me automate new account creation in LeadDocket and PreciseFP. Caddi builds the loop and runs it.
See it on your stack
See Caddi run LeadDocket and PreciseFP together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use LeadDocket and PreciseFP together
- 01
Keep LeadDocket and PreciseFP in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across LeadDocket and PreciseFP
Caddi can still automate LeadDocket and PreciseFP; we just haven't catalogued every action here yet. Ask us about your specific workflow.
Common questions
How does Caddi connect LeadDocket and PreciseFP?
LeadDocket and PreciseFP 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 LeadDocket and PreciseFP 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 LeadDocket and PreciseFP to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first LeadDocket + PreciseFP 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 LeadDocket and PreciseFP?
Drop your work email and we'll show you Caddi running end-to-end against LeadDocket, PreciseFP, and the rest of your stack.
Or skip the demo: try it free for 14 days and build it yourself.