AI-native automation

Automate work acrossSmartsheet and TimeSolvby AI screensharing.

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

SmartsheetProductivity
TimeSolvLegal

See it on your stack

See Caddi run Smartsheet and TimeSolv 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 TimeSolv together

  • 01

    Create matter in TimeSolv when new row in Smartsheet.

    Caddi watches Smartsheet for new row and create matter in TimeSolv — no copy-paste, no missed records.

  • 02

    Add row in Smartsheet when new time entry in TimeSolv.

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

  • 03

    Post time entry in TimeSolv from Smartsheet events.

    When row updated happens in Smartsheet, Caddi post time entry in TimeSolv with the right context attached.

Actions Caddi can take across Smartsheet and TimeSolv

  • 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.

  • TimeSolv

    New time entry

    Triggers when a timekeeper posts time.

  • TimeSolv

    Invoice issued

    Triggers when an invoice is finalized.

  • TimeSolv

    Create matter

    Open a new TimeSolv matter with client and billing details.

  • TimeSolv

    Post time entry

    Record time against a matter and activity code.

  • TimeSolv

    Add expense

    Record a billable expense against a matter.

  • TimeSolv

    Generate invoice

    Bill one or more matters in a single statement.

Common questions

How does Caddi connect Smartsheet and TimeSolv?

Smartsheet and TimeSolv 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 TimeSolv 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 TimeSolv to other tools too?

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

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