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AI-native automation

Automate work acrossOracle EDM and PDFwith Caddi AI Agents.

Connect Oracle EDM and PDF: Document extract in PDF when request submitted in Oracle EDM. 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.
Oracle EDMFinance
PDFDocument format

Discover, automate and govern the work between Oracle EDM and PDF

Caddi AI Agents find the repetitive handoffs between Oracle EDM and PDF, 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 Oracle EDM and PDF together

  • 01

    Document extract in PDF when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and document extract in PDF. No copy-paste, no missed records.

  • 02

    Create request in Oracle EDM when classify in PDF.

    Caddi watches PDF for classify and create request in Oracle EDM so the two systems stay in lockstep.

  • 03

    Extract in PDF from Oracle EDM events.

    When request approved happens in Oracle EDM, Caddi extract in PDF with the right context attached.

Actions Caddi can take across Oracle EDM and PDF

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

  • PDF

    Classify

    Classifies text content using AI with customizable classification types (language, tone, sentiment, topic, category), accepting content directly or automatically downloading from S3.

  • PDF

    Summarize

    Summarizes text using AI with customizable style and length parameters, accepting content directly or from S3.

  • PDF

    Get form fields

    Discovers all form fields in a PDF including field types, options, and validation rules.

  • PDF

    Document extract

    Extracts text or structured fields from PDF documents and images stored in S3 Use mode "full_text" to extract all document text, or mode "schema" with a JSON Schema to extract specific named values…

  • PDF

    Extract

    Extracts specified information from text using AI, accepting content directly or automatically downloading from S3.

  • PDF

    Extract data from PDF

    Extracts specific field values from PDF documents using AWS Textract for OCR and LLM for intelligent field mapping, with automatic batching strategy for large schemas.

  • PDF

    Extract fields with OCR

    Extracts specified field values from images (JPEG, PNG) and PDFs using AI-powered OCR with confidence scoring and validation, automatically downloading content from S3 (supports both full S3 keys a…

  • PDF

    Extract multiple fields

    Extracts values for specified fields from text using AI, accepting content directly or from S3.

  • PDF

    Write

    Generates written content using AI with customizable style, format, tone, length, language, purpose, and audience parameters, accepting content directly or automatically downloading from S3.

  • PDF

    Extract pages

    Extracts one or more pages from a PDF stored in S3 and saves the result as a new PDF file in S3 Specify start_page and end_page (1-indexed, inclusive) to select the page range.

  • PDF

    Extract text

    Extracts all text from PDFs with support for page ranges and maintains text structure.

  • PDF

    Fill form

    Fills PDF form fields and automatically saves the completed PDF to S3 with optional flattening.

  • PDF

    Image to PDF

    Downloads images from S3, converts them to a multi-page PDF with configurable page sizing, and uploads the result to S3.

  • PDF

    Merge documents

    Downloads multiple PDFs from S3, merges them with optional page range selection, and uploads the merged PDF to S3 Set flatten_form_fields to true when merging PDFs with filled forms or signatures t…

  • PDF

    Text to PDF

    Creates a PDF from text content with configurable formatting options (page size, margins, font size, bold text), and uploads the result to S3.

Common questions

How does Caddi connect Oracle EDM and PDF?

Oracle EDM and PDF 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 Oracle EDM and PDF 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 Oracle EDM and PDF to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Oracle EDM + PDF 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 Oracle EDM and PDF?

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