AI-native automation
Automate work across
Relativity and 
Sentrywith Caddi AI Agents.
Connect Relativity and Sentry: Resolve issue in Sentry when new matter in Relativity. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Relativity and Sentry
Caddi AI Agents find the repetitive handoffs between Relativity and Sentry, 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 repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Relativity and Sentry together
In a law firm the work between Relativity and Sentry 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
Resolve issue in Sentry when new matter in Relativity.
Caddi watches Relativity for new matter and resolve issue in Sentry. No copy-paste, no missed records.
- 02
Create workspace in Relativity when new issue in Sentry.
Caddi watches Sentry for new issue and create workspace in Relativity so the two systems stay in lockstep.
- 03
Assign issue in Sentry from Relativity events.
When document promoted happens in Relativity, Caddi assign issue in Sentry with the right context attached.
Actions Caddi can take across Relativity and Sentry
- Relativity
New matter
Triggers when a new matter or case is created.
- Relativity
Document promoted
Triggers when a reviewed document is promoted or marked responsive.
- Relativity
Coding updated
Triggers when coding decisions change on a document.
- Relativity
New production
Triggers when a production set is generated.
- Relativity
Create workspace
Stand up a new review workspace from the firm's template.
- Relativity
Upload documents
Load documents into a workspace with metadata and folder placement.
- Relativity
Label documents
Apply tags, folders, or coding fields to a set of documents.
- Relativity
Sync coding fields
Write coding decisions and production status back to the system of record.
- Relativity
Search documents
Find documents by metadata, coding, or content.
- Sentry
New issue
Triggers when Sentry groups a new error into an issue.
- Sentry
Issue regressed
Triggers when a resolved issue starts happening again.
- Sentry
Alert fired
Triggers when a Sentry alert rule's threshold is crossed.
- Sentry
Resolve issue
Mark an issue resolved, optionally in the next release.
- Sentry
Assign issue
Assign an issue to a person or team.
- Sentry
Fetch issue details
Pull the stack trace, tags and event counts for an issue.
Common questions
How does Caddi connect Relativity and Sentry?
Relativity and Sentry 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 Relativity and Sentry 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 Relativity and Sentry to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Relativity + Sentry 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 Relativity and Sentry 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 Relativity and Sentry?
Drop your work email and we'll show you Caddi running end-to-end against Relativity, Sentry, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.