In-ProgressCross-vertical

Automate ShareFile with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with ShareFile. It runs 5 supported actions in ShareFile, including shared link created, upload file, and create folder, and connects it to Box, Dropbox, and SharePoint. 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 ShareFile integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across ShareFile and every tool it touches, including the screens with no API.

Supported actions5

New file in folderTriggers when a file is uploaded to a watched folder.
Shared link createdTriggers when a new shared link is generated.
Upload fileAdd a file to a ShareFile folder.
Create folderCreate a new folder under a parent.
Send file via linkSend a secure link to one or more recipients.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the ShareFile API?Visit sharefile.com

How to automate ShareFile

Connect ShareFile to Caddi
Allow
1Sign in to ShareFile
One click with your own ShareFile login. No API keys.
Automate client request + collection in ShareFile.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with ShareFile

Why teams automate ShareFile

ShareFile is the secure-collection layer at many firms. Caddi AI Agents run the work that happens before the upload (request) and after (classify, file, update).

ShareFile keeps client documents safe — but it doesn't tell you what's in them, where they should land, or who needs to know. Caddi does all three.

Loops Caddi runs against ShareFile

Client request + collection
Recommended pattern
Caddi generates the personalized ShareFile request, sends it to the client, and tracks completion.
Inbound classification + filing
Recommended pattern
When documents land in ShareFile, Caddi classifies them, applies the firm's metadata, and files them in the DMS or matter system.
Completion notify + record update
Recommended pattern
When a ShareFile request completes, Caddi updates the source record and notifies the owner that the docs are in.

Where professional services teams use it

Inbound triage
Watch ShareFile 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 ShareFile 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 ShareFile alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right ShareFile update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating ShareFile

Does Caddi have a real ShareFile integration?

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

Do I need engineering help to automate ShareFile with Caddi?

No. You demonstrate the workflow, clicking through ShareFile 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 ShareFile data safe?

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

Can Caddi connect ShareFile 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 ShareFile, 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 ShareFile?

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.

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