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

Caddi can…
ShareFileProductivity
Caddi can…
TrelloProductivity
Get a demoAverage setup: one screenshare, live the same week.

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.

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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

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

Actions Caddi can take across ShareFile and Trello

  • 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.

  • Trello

    New card

    Triggers when a new card is added to a list.

  • Trello

    Card moved

    Triggers when a card is moved to a different list.

  • Trello

    Card archived

    Triggers when a card is archived.

  • Trello

    Create card

    Add a new card to a list with description and members.

  • Trello

    Move card

    Move a card between lists or boards.

  • Trello

    Add comment

    Post a comment on a card.

  • Trello

    Add 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.