New report2026 State of AI at Enterprise RIAs2026 State of AI at RIAsRead it freeOn demandOther eventsNext: AI for Mid-Sized Law, Nov 5

AI-native automation

Automate work acrossOracle EDM and Trellowith Caddi AI Agents.

Automate anything you do across Oracle EDM, Trello, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Oracle EDM and Trello

  1. Connect Oracle EDM to Caddi

    Allow

    1Sign in to Oracle EDM

    One click with your own Oracle EDM login. No API keys.

  2. Connect Trello to Caddi

    Allow

    2Sign in to Trello

    The same click again. Both tools are connected.

  3. Create card in Trello when request submitted in Oracle EDM.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • 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 Trello together

  • 01

    Create card in Trello when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create card in Trello. No copy-paste, no missed records.

  • 02

    Create request in Oracle EDM when new card in Trello.

    Caddi watches Trello for new card and create request in Oracle EDM so the two systems stay in lockstep.

  • 03

    Move card in Trello from Oracle EDM events.

    When request approved happens in Oracle EDM, Caddi move card in Trello with the right context attached.

Actions Caddi can take across Oracle EDM and Trello

  • 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.

  • Trello

    New card

    Triggers when a new card is added to a list.

  • Trello

    Card moved

    Triggers when a card is moved to a different list.

  • Trello

    Card archived

    Triggers when a card is archived.

  • Trello

    Create card

    Add a new card to a list with description and members.

  • Trello

    Move card

    Move a card between lists or boards.

  • Trello

    Add comment

    Post a comment on a card.

  • Trello

    Add attachment

    Attach a file or URL to a card.

Common questions

How does Caddi connect Oracle EDM and Trello?

Oracle EDM and Trello 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 Trello 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 Trello to other tools too?

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

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