Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossSmartsheet and Timelyby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate timely-to-billing in Smartsheet and Timely. Caddi builds the loop and runs it.

SmartsheetProductivity
TimelyProductivity

See it on your stack

See Caddi run Smartsheet and Timely together.

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

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Smartsheet and Timely together

  • 01

    Create time entry in Timely when new row in Smartsheet.

    Caddi watches Smartsheet for new row and create time entry in Timely — no copy-paste, no missed records.

  • 02

    Add row in Smartsheet when new time entry in Timely.

    Caddi watches Timely for new time entry and add row in Smartsheet so the two systems stay in lockstep.

  • 03

    Create project in Timely from Smartsheet events.

    When row updated happens in Smartsheet, Caddi create project in Timely with the right context attached.

Actions Caddi can take across Smartsheet and Timely

  • 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.

  • Timely

    New time entry

    Triggers when a time entry is logged.

  • Timely

    Project updated

    Triggers when a project's status or details change.

  • Timely

    Create time entry

    Log a time entry against a project and user.

  • Timely

    Create project

    Spin up a new Timely project with budget and team.

Common questions

How does Caddi connect Smartsheet and Timely?

Smartsheet and Timely 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 Smartsheet and Timely 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 Smartsheet and Timely to other tools too?

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

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