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AI-native automation

Automate work acrossPagerDuty and Rocket Matterwith Caddi AI Agents.

Automate anything you do across PagerDuty, Rocket Matter, 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 PagerDuty and Rocket Matter

  1. Connect PagerDuty to Caddi

    Allow

    1Sign in to PagerDuty

    One click with your own PagerDuty login. No API keys.

  2. Connect Rocket Matter to Caddi

    Allow

    2Sign in to Rocket Matter

    The same click again. Both tools are connected.

  3. Create matter in Rocket Matter when incident triggered in PagerDuty.

    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 PagerDuty and Rocket Matter together

In a law firm the work between PagerDuty and Rocket Matter is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create matter in Rocket Matter when incident triggered in PagerDuty.

    Caddi watches PagerDuty for incident triggered and create matter in Rocket Matter. No copy-paste, no missed records.

  • 02

    Create incident in PagerDuty when new matter in Rocket Matter.

    Caddi watches Rocket Matter for new matter and create incident in PagerDuty so the two systems stay in lockstep.

  • 03

    Post time entry in Rocket Matter from PagerDuty events.

    When incident acknowledged happens in PagerDuty, Caddi post time entry in Rocket Matter with the right context attached.

Actions Caddi can take across PagerDuty and Rocket Matter

  • PagerDuty

    Incident triggered

    Triggers when a new incident opens.

  • PagerDuty

    Incident acknowledged

    Triggers when a responder acknowledges.

  • PagerDuty

    Incident resolved

    Triggers when an incident is resolved.

  • PagerDuty

    Create incident

    Open an incident on a service.

  • PagerDuty

    Add note

    Post a note to an incident timeline.

  • PagerDuty

    Resolve incident

    Close an incident with a resolution.

  • Rocket Matter

    New matter

    Triggers when a new matter is opened in Rocket Matter.

  • Rocket Matter

    Time entry posted

    Triggers when a new time entry is recorded.

  • Rocket Matter

    New invoice

    Triggers when an invoice is generated.

  • Rocket Matter

    Create matter

    Open a new Rocket Matter matter with client and billing details.

  • Rocket Matter

    Post time entry

    Record a time entry against a matter.

  • Rocket Matter

    Add expense

    Record a billable expense against a matter.

  • Rocket Matter

    Add note

    Log a timestamped note against a matter.

Common questions

How does Caddi connect PagerDuty and Rocket Matter?

PagerDuty and Rocket Matter 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 PagerDuty and Rocket Matter 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 PagerDuty and Rocket Matter to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first PagerDuty + Rocket Matter 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.

Does this work for law firms?

Yes. Caddi runs PagerDuty and Rocket Matter with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate PagerDuty and Rocket Matter?

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