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AI-native automation

Automate work acrossNotion and Wavewith Caddi AI Agents.

Connect Notion and Wave: Create invoice in Wave when new database entry in Notion. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
NotionProductivity
WaveFinance

Discover, automate and govern the work between Notion and Wave

Caddi AI Agents find the repetitive handoffs between Notion and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Notion and Wave together

  • 01

    Create invoice in Wave when new database entry in Notion.

    Caddi watches Notion for new database entry and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Create database entry in Notion when invoice paid in Wave.

    Caddi watches Wave for invoice paid and create database entry in Notion so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Notion events.

    When database entry updated happens in Notion, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Notion and Wave

  • Notion

    New database entry

    Triggers when a new page is added to a database.

  • Notion

    Database entry updated

    Triggers when an entry's properties change.

  • Notion

    Create database entry

    Add a new page to a database with property values.

  • Notion

    Update entry

    Modify properties on an existing database entry.

  • Notion

    Append block

    Add content blocks to an existing page.

  • Notion

    Create page

    Spin up a new standalone Notion page.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect Notion and Wave?

Notion and Wave 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 Notion and Wave 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 Notion and Wave to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Notion + Wave 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 Notion and Wave?

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