AI-native automation

Automate work acrossSmartsheet and Timelyby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

SmartsheetProductivity
TimelyProductivity

See it on your stack

See Caddi run Smartsheet and Timely together.

  • Brighton Jones
  • 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.
  • 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

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.

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. 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 Smartsheet and Timely 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 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 the screenshare. 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.