Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossNetDocuments and Tenableby 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 export in NetDocuments and Tenable. Caddi builds the loop and runs it.

NetDocumentsProductivity
TenableProductivity
Any action in this tool.

See it on your stack

See Caddi run NetDocuments and Tenable together.

  • 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.
  • 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use NetDocuments and Tenable together

  • 01

    Keep NetDocuments and Tenable in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across NetDocuments and Tenable

  • 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.

Common questions

How does Caddi connect NetDocuments and Tenable?

NetDocuments and Tenable 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 Tenable 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 Tenable to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + Tenable 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 Tenable?

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