AI-native automation

Automate work acrossSurveyMonkey and Zoomby AI screensharing.

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

SurveyMonkeyProductivity
ZoomProductivity

See it on your stack

See Caddi run SurveyMonkey and Zoom 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 SurveyMonkey and Zoom together

  • 01

    Create meeting in Zoom when new response in SurveyMonkey.

    Caddi watches SurveyMonkey for new response and create meeting in Zoom — no copy-paste, no missed records.

  • 02

    Create response in SurveyMonkey when new meeting created in Zoom.

    Caddi watches Zoom for new meeting created and create response in SurveyMonkey so the two systems stay in lockstep.

  • 03

    Create webinar in Zoom from SurveyMonkey events.

    When new response happens in SurveyMonkey, Caddi create webinar in Zoom with the right context attached.

Actions Caddi can take across SurveyMonkey and Zoom

  • 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.

  • Zoom

    New meeting created

    Triggers when a new meeting is scheduled.

  • Zoom

    Meeting ended

    Triggers when a meeting wraps up.

  • Zoom

    New recording ready

    Triggers when a cloud recording finishes processing.

  • Zoom

    Create meeting

    Schedule a new Zoom meeting with custom settings.

  • Zoom

    Create webinar

    Schedule a new Zoom webinar with registrants.

  • Zoom

    Update meeting

    Modify an existing meeting's time or settings.

Common questions

How does Caddi connect SurveyMonkey and Zoom?

SurveyMonkey and Zoom 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 SurveyMonkey and Zoom 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 SurveyMonkey and Zoom to other tools too?

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

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