- Automations
- ShareFile + Trello
AI-native automation
Connect ShareFile and Trello 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 Trello together
- 01
Create card in Trello when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and create card in Trello — no copy-paste, no missed records.
- 02
Upload file in ShareFile when new card in Trello.
Caddi watches Trello for new card and upload file in ShareFile so the two systems stay in lockstep.
- 03
Move card in Trello from ShareFile events.
When shared link created happens in ShareFile, Caddi move card in Trello 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 Trello
ShareFileNew file in folder
Triggers when a file is uploaded to a watched folder.
ShareFileShared link created
Triggers when a new shared link is generated.
ShareFileUpload file
Add a file to a ShareFile folder.
ShareFileCreate folder
Create a new folder under a parent.
ShareFileSend file via link
Send a secure link to one or more recipients.
TrelloNew card
Triggers when a new card is added to a list.
TrelloCard moved
Triggers when a card is moved to a different list.
TrelloCard archived
Triggers when a card is archived.
TrelloCreate card
Add a new card to a list with description and members.
TrelloMove card
Move a card between lists or boards.
TrelloAdd comment
Post a comment on a card.
TrelloAdd attachment
Attach a file or URL to a card.
Common questions
How does Caddi connect ShareFile and Trello?
ShareFile and Trello 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 Trello 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 Trello to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ShareFile + Trello 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 Trello?
Drop your work email and we'll show you Caddi running end-to-end against ShareFile, Trello, and the rest of your stack.




