- Automations
- Slack + Xero
AI-native automation
Connect Slack and Xero 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 Slack and Xero together
- 01
Create invoice in Xero when new message in channel in Slack.
Caddi watches Slack for new message in channel and create invoice in Xero — no copy-paste, no missed records.
- 02
Send channel message in Slack when new invoice in Xero.
Caddi watches Xero for new invoice and send channel message in Slack so the two systems stay in lockstep.
- 03
Record payment in Xero from Slack events.
When new mention happens in Slack, Caddi record payment in Xero 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 Slack and Xero
SlackNew message in channel
Triggers when a new message is posted to a channel.
SlackNew mention
Triggers when the bot or a user is @-mentioned.
SlackNew reaction added
Triggers when a reaction is added to a message.
SlackSend channel message
Post a message to a Slack channel.
SlackSend direct message
Send a DM to a user.
SlackUpload file
Upload a file to a channel or DM.
SlackSet channel topic
Update a channel's topic.
XeroNew invoice
Triggers when a new invoice is created.
XeroPayment received
Triggers when a payment is recorded.
XeroNew contact
Triggers when a new contact is added.
XeroCreate invoice
Generate an invoice for a contact with line items.
XeroRecord payment
Apply a payment against one or more invoices.
XeroCreate contact
Add a new Xero contact.
XeroCreate bill
Record a new bill against a vendor.
Common questions
How does Caddi connect Slack and Xero?
Slack and Xero 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 Slack and Xero 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 Slack and Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Slack + Xero 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 Slack and Xero?
Drop your work email and we'll show you Caddi running end-to-end against Slack, Xero, and the rest of your stack.




