AI-native automation

Automate work acrossTimely and Zoomby AI screensharing.

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

TimelyProductivity
ZoomProductivity

See it on your stack

See Caddi run Timely 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 Timely and Zoom together

  • 01

    Create meeting in Zoom when new time entry in Timely.

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

  • 02

    Create time entry in Timely when new meeting created in Zoom.

    Caddi watches Zoom for new meeting created and create time entry in Timely so the two systems stay in lockstep.

  • 03

    Create webinar in Zoom from Timely events.

    When project updated happens in Timely, Caddi create webinar in Zoom with the right context attached.

Actions Caddi can take across Timely and Zoom

  • 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.

  • 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 Timely and Zoom?

Timely 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 Timely 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 Timely and Zoom to other tools too?

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

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