AI-native automation
Connect Redtail and Timely with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Redtail and Timely together
- 01
Create time entry in Timely when new contact in Redtail.
Caddi watches Redtail for new contact and create time entry in Timely — no copy-paste, no missed records.
- 02
Create contact in Redtail when new time entry in Timely.
Caddi watches Timely for new time entry and create contact in Redtail so the two systems stay in lockstep.
- 03
Create project in Timely from Redtail events.
When activity completed happens in Redtail, Caddi create project in Timely with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Redtail and Timely
- Redtail
New contact
Triggers when a new contact is added in Redtail.
- Redtail
Activity completed
Triggers when an advisor closes a meeting, call, or task.
- Redtail
Workflow stage changed
Triggers when a workflow advances to a new stage.
- Redtail
Create contact
Add a new Redtail contact with household, address, and phone.
- Redtail
Create activity
Schedule a meeting, call, or task against a contact.
- Redtail
Add note
Append a timestamped note to a contact's history.
- Redtail
Update workflow
Move a contact's workflow to the next step or assign an owner.
- Timely
New time entry
Triggers when a time entry is logged.
- Timely
Project updated
Triggers when a project's status or details change.
- Timely
Create time entry
Log a time entry against a project and user.
- Timely
Create project
Spin up a new Timely project with budget and team.
Common questions
How does Caddi connect Redtail and Timely?
Redtail and Timely just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Redtail and Timely end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Redtail and Timely to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Redtail + Timely 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Redtail and Timely?
Drop your work email and we'll show you Caddi running end-to-end against Redtail, Timely, and the rest of your stack.