AI-native automation
Automate work across
NetDocuments and 
RingCentralby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate next-day client SMS in NetDocuments and RingCentral. Caddi builds the loop and runs it.
See it on your stack
See Caddi run NetDocuments and RingCentral 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use NetDocuments and RingCentral together
- 01
Send SMS in RingCentral when new document in NetDocuments.
Caddi watches NetDocuments for new document and send sms in RingCentral — no copy-paste, no missed records.
- 02
Upload document in NetDocuments when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Send fax in RingCentral from NetDocuments events.
When document profiled happens in NetDocuments, Caddi send fax in RingCentral with the right context attached.
Actions Caddi can take across NetDocuments and RingCentral
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
- RingCentral
New call logged
Triggers when a call is recorded in the call log.
- RingCentral
New SMS message
Triggers when a new SMS arrives.
- RingCentral
New fax
Triggers when a new fax is received.
- RingCentral
Send SMS
Send an SMS message to one or more numbers.
- RingCentral
Send fax
Send a fax with one or more attached documents.
- RingCentral
Post message to team
Post a message to a RingCentral team chat.
Common questions
How does Caddi connect NetDocuments and RingCentral?
NetDocuments and RingCentral 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 NetDocuments and RingCentral 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 NetDocuments and RingCentral to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + RingCentral 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.
Ready to automate NetDocuments and RingCentral?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, RingCentral, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.