Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossShareFile and Slackby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate client Document in ShareFile and Slack. Caddi builds the loop and runs it.

ShareFileProductivity
SlackProductivity

See it on your stack

See Caddi run ShareFile and Slack together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use ShareFile and Slack together

  • 01

    Send channel message in Slack when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and send channel message in Slack — no copy-paste, no missed records.

  • 02

    Upload file in ShareFile when new message in channel in Slack.

    Caddi watches Slack for new message in channel and upload file in ShareFile so the two systems stay in lockstep.

  • 03

    Send direct message in Slack from ShareFile events.

    When shared link created happens in ShareFile, Caddi send direct message in Slack with the right context attached.

Actions Caddi can take across ShareFile and Slack

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

  • Slack

    New message in channel

    Triggers when a new message is posted to a channel.

  • Slack

    New mention

    Triggers when the bot or a user is @-mentioned.

  • Slack

    New reaction added

    Triggers when a reaction is added to a message.

  • Slack

    Send channel message

    Post a message to a Slack channel.

  • Slack

    Send direct message

    Send a DM to a user.

  • Slack

    Upload file

    Upload a file to a channel or DM.

  • Slack

    Set channel topic

    Update a channel's topic.

Common questions

How does Caddi connect ShareFile and Slack?

ShareFile and Slack 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 ShareFile and Slack 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 ShareFile and Slack to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first ShareFile + Slack 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 ShareFile and Slack?

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