AI-native automation

Automate work acrossMonday and Smartsheetby AI screensharing.

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

MondayProductivity
SmartsheetProductivity

See it on your stack

See Caddi run Monday and Smartsheet 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 Smartsheet together

  • 01

    Add row in Smartsheet when new item in Monday.

    Caddi watches Monday for new item and add row in Smartsheet — no copy-paste, no missed records.

  • 02

    Create item in Monday when new row in Smartsheet.

    Caddi watches Smartsheet for new row and create item in Monday so the two systems stay in lockstep.

  • 03

    Update row in Smartsheet from Monday events.

    When item updated happens in Monday, Caddi update row in Smartsheet with the right context attached.

Actions Caddi can take across Monday and Smartsheet

  • 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.

  • Smartsheet

    New row

    Triggers when a new row is added to a sheet.

  • Smartsheet

    Row updated

    Triggers when an existing row is modified.

  • Smartsheet

    Add row

    Append a new row to a sheet with cell values.

  • Smartsheet

    Update row

    Modify cells in an existing row.

  • Smartsheet

    Find row

    Search a sheet by text or column value.

  • Smartsheet

    Attach file to row

    Add a file or URL to a row.

Common questions

How does Caddi connect Monday and Smartsheet?

Monday and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?

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

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