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AI-native automation

Automate work acrossMonday and Oracle EDMwith Caddi AI Agents.

Connect Monday and Oracle EDM: Create request in Oracle EDM when new item in Monday. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
MondayProductivity
Oracle EDMFinance
How it works

Discover, automate and govern the work between Monday and Oracle EDM

Caddi AI Agents find the repetitive handoffs between Monday and Oracle EDM, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Monday and Oracle EDM together

  • 01

    Create request in Oracle EDM when new item in Monday.

    Caddi watches Monday for new item and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Create item in Monday when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create item in Monday so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from Monday events.

    When item updated happens in Monday, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions

Actions Caddi can take across Monday and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

FAQ

Common questions

How does Caddi connect Monday and Oracle EDM?

Monday and Oracle EDM 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 Monday and Oracle EDM 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 Monday and Oracle EDM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Monday + Oracle EDM 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.

Explore more

Keep digging

See it on your stack

Ready to automate Monday and Oracle EDM?

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