AI-native automation
Automate work across
PandaDoc and 
Smartsheetwith Caddi AI Agents.
Automate anything you do across PandaDoc, Smartsheet, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect PandaDoc and Smartsheet
Connect PandaDoc to Caddi
Allow1Sign in to PandaDoc
One click with your own PandaDoc login. No API keys.
Connect Smartsheet to Caddi
Allow2Sign in to Smartsheet
The same click again. Both tools are connected.
When something new comes in to PandaDoc, update Smartsheet.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 PandaDoc and Smartsheet together
- 01
Keep PandaDoc and Smartsheet in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across PandaDoc and Smartsheet
- Smartsheet
New row
Triggers when a new row is added to a sheet.
- Smartsheet
Row updated
Triggers when an existing row is modified.
- Smartsheet
Add row
Append a new row to a sheet with cell values.
- Smartsheet
Update row
Modify cells in an existing row.
- Smartsheet
Find row
Search a sheet by text or column value.
- Smartsheet
Attach file to row
Add a file or URL to a row.
Common questions
How does Caddi connect PandaDoc and Smartsheet?
PandaDoc and Smartsheet 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 PandaDoc and Smartsheet 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 PandaDoc and Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first PandaDoc + Smartsheet 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 PandaDoc and Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against PandaDoc, Smartsheet, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.