Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossSlack and Squarewith Caddi AI Agents.

Connect Slack and Square: Create invoice in Square when new message in channel in Slack. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
SlackProductivity
SquareFinance

Discover, automate and govern the work between Slack and Square

Caddi AI Agents find the repetitive handoffs between Slack and Square, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Slack and Square together

  • 01

    Create invoice in Square when new message in channel in Slack.

    Caddi watches Slack for new message in channel and create invoice in Square. No copy-paste, no missed records.

  • 02

    Send channel message in Slack when new payment in Square.

    Caddi watches Square for new payment and send channel message in Slack so the two systems stay in lockstep.

  • 03

    Create customer in Square from Slack events.

    When new mention happens in Slack, Caddi create customer in Square with the right context attached.

Actions Caddi can take across Slack and Square

  • 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.

  • Square

    New payment

    Triggers when a payment completes.

  • Square

    Invoice paid

    Triggers when a Square invoice is paid.

  • Square

    New customer

    Triggers when a customer is created.

  • Square

    Create invoice

    Send a Square invoice to a customer.

  • Square

    Create customer

    Add a customer with contact details.

  • Square

    Fetch payouts

    Pull payouts and fees for reconciliation.

Common questions

How does Caddi connect Slack and Square?

Slack and Square 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 Slack and Square 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 Slack and Square to other tools too?

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

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