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

AI-native automation

Automate work acrossSurveyMonkey 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 SurveyMonkey and Timely. Caddi builds the loop and runs it.

SurveyMonkeyProductivity
TimelyProductivity

See it on your stack

See Caddi run SurveyMonkey 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 SurveyMonkey and Timely together

  • 01

    Create time entry in Timely when new response in SurveyMonkey.

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

  • 02

    Create response in SurveyMonkey when new time entry in Timely.

    Caddi watches Timely for new time entry and create response in SurveyMonkey so the two systems stay in lockstep.

  • 03

    Create project in Timely from SurveyMonkey events.

    When new response happens in SurveyMonkey, Caddi create project in Timely with the right context attached.

Actions Caddi can take across SurveyMonkey and Timely

  • SurveyMonkey

    New response

    Triggers when a respondent completes a survey.

  • SurveyMonkey

    Create response

    Submit a programmatic response to a survey.

  • SurveyMonkey

    Send survey invite

    Send a survey invitation to one or more contacts.

  • 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 SurveyMonkey and Timely?

SurveyMonkey 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 SurveyMonkey 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 SurveyMonkey and Timely to other tools too?

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

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