- Automations
- Litify + Monday
AI-native automation
Connect Litify and Monday 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 Litify and Monday together
- 01
Create item in Monday when new matter in Litify.
Caddi watches Litify for new matter and create item in Monday — no copy-paste, no missed records.
- 02
Create matter in Litify when new item in Monday.
Caddi watches Monday for new item and create matter in Litify so the two systems stay in lockstep.
- 03
Update item in Monday from Litify events.
When intake submitted happens in Litify, Caddi update item in Monday 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 Litify and Monday
LitifyNew matter
Triggers when a new matter is opened in Litify.
LitifyIntake submitted
Triggers when a new intake clears Salesforce validation.
LitifyMatter status changed
Triggers when a matter changes status or stage.
LitifyCreate matter
Open a new Litify matter with client and intake data.
LitifyCreate intake
Push a new intake record into Litify for triage.
LitifyCreate task
Schedule a task against a matter and team member.
LitifyUpload document
Attach a document to a matter with metadata.
MondayNew item
Triggers when a new item is added to a board.
MondayItem updated
Triggers when an item's columns change.
MondayStatus changed
Triggers when an item's status moves to a new value.
MondayCreate item
Add a new item to a board with column values.
MondayUpdate item
Modify column values on an existing item.
MondayMove item to group
Move an item between groups within a board.
Common questions
How does Caddi connect Litify and Monday?
Litify and Monday 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 Litify and Monday 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 Litify and Monday to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Litify and Monday?
Drop your work email and we'll show you Caddi running end-to-end against Litify, Monday, and the rest of your stack.




