AI-native automation
Automate work across
Monday and 
Relativityby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Monday and Relativity 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.
- 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
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.
Practical ways to use Monday and Relativity together
- 01
Create workspace in Relativity when new item in Monday.
Caddi watches Monday for new item and create workspace in Relativity — no copy-paste, no missed records.
- 02
Create item in Monday when new matter in Relativity.
Caddi watches Relativity for new matter and create item in Monday so the two systems stay in lockstep.
- 03
Upload documents in Relativity from Monday events.
When item updated happens in Monday, Caddi upload documents in Relativity with the right context attached.
Actions Caddi can take across Monday and Relativity
- 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.
- Relativity
New matter
Triggers when a new matter or case is created.
- Relativity
Document promoted
Triggers when a reviewed document is promoted or marked responsive.
- Relativity
Coding updated
Triggers when coding decisions change on a document.
- Relativity
New production
Triggers when a production set is generated.
- Relativity
Create workspace
Stand up a new review workspace from the firm's template.
- Relativity
Upload documents
Load documents into a workspace with metadata and folder placement.
- Relativity
Label documents
Apply tags, folders, or coding fields to a set of documents.
- Relativity
Sync coding fields
Write coding decisions and production status back to the system of record.
- Relativity
Search documents
Find documents by metadata, coding, or content.
Common questions
How does Caddi connect Monday and Relativity?
Monday and Relativity 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 Monday and Relativity 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 Monday and Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Monday + Relativity 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 Monday and Relativity?
Drop your work email and we'll show you Caddi running end-to-end against Monday, Relativity, and the rest of your stack.