AI-native automation

Automate work acrossMonday and ShareFileby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

MondayProductivity
ShareFileProductivity

See it on your stack

See Caddi run Monday and ShareFile together.

  • Brighton Jones
  • 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.
  • 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Monday and ShareFile together

  • 01

    Upload file in ShareFile when new item in Monday.

    Caddi watches Monday for new item and upload file in ShareFile — no copy-paste, no missed records.

  • 02

    Create item in Monday when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and create item in Monday so the two systems stay in lockstep.

  • 03

    Create folder in ShareFile from Monday events.

    When item updated happens in Monday, Caddi create folder in ShareFile with the right context attached.

Actions Caddi can take across Monday and ShareFile

  • 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.

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

Common questions

How does Caddi connect Monday and ShareFile?

Monday and ShareFile 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 ShareFile 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 ShareFile to other tools too?

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

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