AI-native automation
Connect ShareFile and Smartsheet 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 ShareFile and Smartsheet together
- 01
Add row in Smartsheet when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and add row in Smartsheet — no copy-paste, no missed records.
- 02
Upload file in ShareFile when new row in Smartsheet.
Caddi watches Smartsheet for new row and upload file in ShareFile so the two systems stay in lockstep.
- 03
Update row in Smartsheet from ShareFile events.
When shared link created happens in ShareFile, Caddi update row in Smartsheet 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 ShareFile and Smartsheet
- 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.
- 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 ShareFile and Smartsheet?
ShareFile and Smartsheet 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 ShareFile and Smartsheet 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 ShareFile and Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ShareFile + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate ShareFile and Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against ShareFile, Smartsheet, and the rest of your stack.