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Automate Kofax with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Kofax. It runs the Kofax steps your team does by hand today, and connects it to NetDocuments, SharePoint, and Adobe Acrobat. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Kofax integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Kofax and every tool it touches, including the screens with no API.

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How to automate Kofax

  1. Connect Kofax to Caddi

    Allow

    1Sign in to Kofax

    One click with your own Kofax login. No API keys.

  2. Automate capture and route PDFs in Kofax.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Kofax integrations

Connect Kofax with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Kofax

Why teams automate Kofax

Kofax captures and OCRs documents that teams then sort and file by hand. Caddi AI Agents automate the capture, extraction, and routing around it so paperwork lands where it belongs.

Manual PDF capture and filing after Kofax processing is slow and prone to misfiling. Caddi runs the capture, extract, and route steps for every document.

Loops Caddi runs against Kofax

  • Capture and route PDFs

    Recommended pattern
    1. Kofax
    2. NetDocuments

    Caddi captures scanned PDFs through Kofax, extracts the key fields, and routes them into the DMS.

  • File to SharePoint

    Recommended pattern
    1. Kofax
    2. SharePoint

    Caddi runs documents through Kofax OCR and files the searchable output to the right SharePoint library.

  • Prep and archive

    Recommended pattern
    1. Kofax
    2. Adobe Acrobat
    3. iManage

    Caddi captures documents in Kofax, converts them with Adobe Acrobat, and archives them to the matter.

Where professional services teams use it

  • Inbound triage

    Watch Kofax for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Kofax in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Kofax alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Kofax update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Kofax

Does Caddi have a real Kofax integration?

Yes. Caddi runs verified code against Kofax's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Kofax is reviewed before it runs in production.

Do I need engineering help to automate Kofax with Caddi?

No. You demonstrate the workflow, clicking through Kofax the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Kofax data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Kofax, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Kofax to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Kofax, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Kofax?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Kofax

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See it on your stack

Ready to automate Kofax?

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