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AI-native automation

Automate work acrossOracle EDM and ShareFilewith Caddi AI Agents.

Connect Oracle EDM and ShareFile: Upload file in ShareFile 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
ShareFileProductivity

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

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

  • 01

    Upload file in ShareFile when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and upload file in ShareFile. No copy-paste, no missed records.

  • 02

    Create request in Oracle EDM when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and create request in Oracle EDM so the two systems stay in lockstep.

  • 03

    Create folder in ShareFile from Oracle EDM events.

    When request approved happens in Oracle EDM, Caddi create folder in ShareFile with the right context attached.

Actions Caddi can take across Oracle EDM and ShareFile

  • 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.

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

Common questions

How does Caddi connect Oracle EDM and ShareFile?

Oracle EDM and ShareFile 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 ShareFile 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 ShareFile to other tools too?

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

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