Agentic automationAgentic automation
Agentic automation
with every decision on the record.
Caddi's agents find the work, learn it from the person who does it, and build the automation. Then verified code runs it, and every decision is logged for review.
SOC 2 Type II·150+ integrations·Free to startCaddi
Outlook
Docusign
NetDocuments
Salesforce
OutlookDocusignNetDocumentsSalesforceLoopyEARLY ACCESSLive+ New chat
Build it: triage the morning inbox in Outlook, open each Docusign envelope, and file the executed copy to the matter.
Email triage, then. Walk me through it.
Screenshare and explain1:15Screen recording · Email triageThanks, that is everything I need.
Building your automation…Here is what you do. I will do it without fail, and flag anything out of the ordinary.
Send a message to Loopy…
Email Triagev1Batch1,204 / 1,204 · 00:41▶ Run LoopRunning
Your loop diagram will show hereOnce this session is working on a loop, its plan appears here with new and updated steps highlighted.
New email in Inbox1,204 / 1,204✦Read and classify1,204 / 1,204⑂Which kind?Open the envelope→ Contract412 / 412Forward to payable→ Payment388 / 388
Flag, never file it→ From family6 / 6File to the matter411 / 411CaddiStudioLoopsGovernDiscoverRun HistoryIntegrationsHelp & SupportSettingsNotifications5BOBen Okafor
DiscoverRepetitive work Caddi found across your tools.Run DiscoverDiscover is runningRun Discover
Find the work worth automatingScan your 8 connected tools for the repetitive work your team does by hand, ranked by hours. Read only, always.Run Discover
Discover is runningReading activity across your 8 connected tools. Results appear here as they are confirmed.0123467891112spotted·0123456789101112investigated·0123confirmed012345678/8 toolsStarted just now
3 loops worth buildingAbout 299 hours a year of repeat work.3 confirmed · 9 ruled out8 tools · just now
Most time savedMost confident
Medium confidenceTime entries from the calendarRead the day's calendar blocks in Outlook and draft the narrative for each one as a time entry in Clio.5×/week · ~15 min each65hrs / yearBuild this
High confidenceFiling executed contractsPull the certificate from Docusign, check the version in NetDocuments, and update the matter in Salesforce.5×/week · ~9 min each39hrs / yearBuild this
High confidenceTriaging the morning inboxRead new Outlook mail, open each Docusign envelope, and file the executed copy to the matter in NetDocuments.5×/week · ~45 min each195hrs / yearBuild this
Still reading. Confirmed loops appear here. You can keep working.
Let Caddi read activity from your toolsIt runs in the background and takes 15 to 30 minutes. You can keep working while it does.
Microsoft OutlookConnectedDocusignConnectedNetDocumentsConnectedSalesforceConnected
ClioConnectedSlackConnected
AderantConnected
Google DriveConnectedRead-only access. Caddi can look at what happens in these tools to understand your processes, and can never change or move anything.
Not nowAllow and run Discover
CaddiStudioLoopsGovernDiscoverRun HistoryIntegrationsHelp & SupportSettingsNotifications5BOBen Okafor
Firm-wideEvery process, by team. Running, being built, still open.
21 of 34processes active across 4 teams62%
Running 18Live 3In build 6Available 7
TeamProcessesRunningIn buildCoverage
Client Intake106170%
New matter openingDana W.v4Running · 38 today
Conflict searchMarcus P.v2Running · 9 today
Engagement letter filingDana W.v1In build
Billing95267%
Document Mgmt84250%
Compliance73157%
Run historyEvery run, and every decision it made to get there.
LoopStartedTookResult
Email triage09:1438s411 filed
Client intake09:021m 04s38 packets
Email triage08:4712s1 held for review
08:47:29Classified as contract, 0.97Outlook · read
08:47:30Opened envelope 40218Docusign · read
08:47:31Held: one signature onlyno write attempted
Payment recon08:302m 11s940 matched
OutlookSearchHomeViewHelpBOInbox1,204DraftsSent ItemsArchiveFamily2
FocusedOtherTodayDDocusignCompleted: Whitmore · Ridgeline Asset Purch…RRidgeline Systems APRemittance advice, check #40218MMaya Okaforreminder: dance concert at 7PPriya HaleSigned NDA attachedAAderant BillingPrebill batch ready for review
ReplyReply allForwardArchiveMove toCompleted: Whitmore · Ridgeline Asset Purchase AgreementDDocusign · to Ben OkaforAll parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signed
All parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signedDocusignHomeAgreementsTemplatesReportsBOStartAgreementsInboxSentCompletedAction requiredFoldersWhitmore HoldingsRidgeline
Agreements/CompletedDownloadCompletedEnvelope #723-4aSent 28 JulCompleted 30 JulAsset Purchase AgreementWhitmore Holdings LLCD. Whitmore, ManagerD. WhitmoreRidgeline Systems, Inc.A. Serra, General CounselA. SerraASSET PURCHASE AGREEMENTD. WhitmoreA. Serra
NetDocumentsSearch this workspaceBOWhitmore HoldingsAgreementsFile documentOverviewFilesActivity
Name2026-07-30 Whitmore · APA · executed.pdfWorkspaceWhitmore Holdings / AgreementsVersionNew version · never overwriteFile it
Already in this workspace2026-07-12 Whitmore · APA · draft 3.pdf2026-06-28 Whitmore · APA · draft 2.pdf
2026-07-12 Whitmore · APA · draft 3.pdf2026-06-28 Whitmore · APA · draft 2.pdfOutlookSearchBOHomeViewHelp
New mailDeleteArchiveSweepMove toReplyForward
ben@whitmore.comInbox1,2041,052883704517348162410DraftsSent ItemsDeleted ItemsArchiveFamily6
FocusedOtherTodayDocusignnowCompleted: Whitmore · Ridgeline APATIME SENSITIVEAll parties have completed the envelope.RSRidgeline Systems AP6:18 PMRemittance advice, check #40218Payment of $18,400.00 issued 30 July.PHPriya Hale6:04 PMSigned NDA attachedCountersigned this afternoon, all yours.CFCalder & Fenwick5:52 PMExecuted MSA, countersignedAttaching the fully executed copy.ABAderant Billing5:41 PMPrebill batch ready for review142 prebills are waiting on you.HGHarlow Group AP5:26 PMRemittance advice, check #40219Payment of $6,200.00 issued 30 July.ASAshcroft Supply Co.5:10 PMSupply agreement, signedAll parties have completed the envelope.MHMarchetti Holdings4:47 PMEscrow release authorisationPlease confirm receipt of the release.You’re all caught upNothing left in Inbox.
DocusignnowCompleted: Whitmore · Ridgeline APATIME SENSITIVEAll parties have completed the envelope.RSRidgeline Systems AP6:18 PMRemittance advice, check #40218Payment of $18,400.00 issued 30 July.PHPriya Hale6:04 PMSigned NDA attachedCountersigned this afternoon, all yours.CFCalder & Fenwick5:52 PMExecuted MSA, countersignedAttaching the fully executed copy.ABAderant Billing5:41 PMPrebill batch ready for review142 prebills are waiting on you.HGHarlow Group AP5:26 PMRemittance advice, check #40219Payment of $6,200.00 issued 30 July.ASAshcroft Supply Co.5:10 PMSupply agreement, signedAll parties have completed the envelope.MHMarchetti Holdings4:47 PMEscrow release authorisationPlease confirm receipt of the release.You’re all caught upNothing left in Inbox.ReplyReply allForwardArchiveMove toCompleted: Whitmore · Ridgeline Asset Purchase AgreementDDocusign · to Ben OkaforAll parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signedFiled to Whitmore Holdings · 1024just now
All parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signedFiled to Whitmore Holdings · 1024just nowSelect an item to read
HomeAccountsMattersContactsReports
SalesforceSearch SalesforceBOMatterTypeAmountLast activityWhitmore Holdings LLCAsset purchase$18,400.00seconds agoNEWCalder & FenwickMaster services—seconds agoNEWRidgeline Systems, Inc.Mutual NDA—seconds agoNEWHarlow GroupStatement of work$6,200.00seconds agoNEWAshcroft Supply Co.Supply agreement$41,900.00seconds agoNEWDelacroix PartnersConsent to assign—seconds agoNEWBeaumont PropertiesLease amendment—seconds agoNEWMarchetti HoldingsEscrow release$120,000.00seconds agoNEW8 of 412 items · sorted by Last activity
SearchHomeFavouritesNotificationsWhitmore DocsClientMatterPeopleApps
Whitmore DocsClientMatterPeopleAppsNetDocumentsSearch this workspaceBOOverviewFilesActivity
Active documentsfiled in the last few minutes2026-07-30 Whitmore-Ridgeline APA (executed).pdfExecuted agreement · version 1just now2026-07-30 Calder-Fenwick MSA (executed).pdfExecuted agreement · version 1just now2026-07-30 Ridgeline NDA (executed).pdfExecuted agreement · version 1just now2026-07-30 Harlow Group SOW (executed).pdfExecuted agreement · version 1just now2026-07-30 Ashcroft Supply Agreement (executed).pdfExecuted agreement · version 1just now2026-07-30 Delacroix Consent (executed).pdfExecuted agreement · version 1just now2026-07-30 Beaumont Lease Amendment (executed).pdfExecuted agreement · version 1just now2026-07-30 Marchetti Escrow Release (executed).pdfExecuted agreement · version 1just now2026-07-30 Pelham Assignment (executed).pdfExecuted agreement · version 1just now
ActivityNew version created2026-07-30 Whitmore-Ridgeline APA (executed).pdfnowNew version created2026-07-30 Calder-Fenwick MSA (executed).pdfnowNew version created2026-07-30 Ridgeline NDA (executed).pdfnowNew version created2026-07-30 Harlow Group SOW (executed).pdfnowNew version created2026-07-30 Ashcroft Supply Agreement (executed).pdfnow
Caddi
Inbox Triage CaptureRecording. Work through your script.
1Open your inbox and read down it. Say what tells you which kind each message is.Microsoft Outlook2Open a Docusign notice. Show how you get to the executed copy, and check both signatures.Docusign3File one to the matter. Show the naming, and what happens when a version is already there.NetDocuments
Microsoft Outlook2Open a Docusign notice. Show how you get to the executed copy, and check both signatures.Docusign3File one to the matter. Show the naming, and what happens when a version is already there.NetDocumentsLoopyWhat if only one party has signed?LoopyA version is already filed. Overwrite it?
12 rules captured so farStop Recording
One platform
Where agentic automation sits in Caddi
Caddi is an end-to-end AI operations platform: it discovers the work, automates it, and governs every run.
Agents that build
The agent's job is to build the automation, not to improvise it.
In Caddi the agent does the part AI is good at: watching a demonstration, writing the plan, asking about the edge cases. What runs in production is the approved plan as verified code, so the tenth run behaves like the first.
- AI builds it, verified code runs it
- Any model step inside a run is scoped and logged
- Changes go in through plain-English requests you approve
Email Triagev1Batch
Anything out of the ordinary is flagged to you, not guessed at.
8,074Actions run
New email in Inbox
Read and classifyContract · Payment · Family
Which kind?
Open the envelope, download→ Contract4,128
Forward to accounts payable→ Payment3,884
Flag priority, file to Family→ From family62
Check both signedOne signature only → flag it
Log the remittanceAgainst the matter it pays
Judgment
It asks before it guesses.
When a demonstration leaves a branch unexplained, the agent turns it into a question for the person who knows the answer. The answer becomes part of the plan, not a prompt it has to remember.
Waiting on you
1 left
Where does the executed copy get filed?
The matter folder in NetDocuments, under Executed.Rule added
I never saw this one. What if only one party has signed?Pick one
Answer in your own words
Governance
A weekly account of what every agent did.
Each automation keeps a running record: what it ran, what it touched, what it skipped and why, summarized for the week. Leadership reads it across the firm in one place.
Running
Rename and file SharePoint mail to Clio
Built loop · Document processing
Last 7 days
Caddi picked up 64 files from the daily SharePoint mail folder. AI extraction identified names and matter numbers in 64 documents, and 64 files were renamed to the standardized format. 53 documents were uploaded to their matched Clio matters.
Runs this week
3
Work items this week
379
People impacted
First seen
Oct 10, 2025
Runs · last 7 days
Sa
Su
Mo
Tu
We
Th
Fr
Work this week
Documentsread · 128updated · 64created · 531 more · 3248
Fieldsextracted · 6464
Matterslisted · 6464
Sitesread · 33
Compare
Agentic automation vs autonomous agents
Autonomous agents decide what to do on every run. That is powerful for open-ended tasks and hard to sign off for back-office work that has to happen the same way every time.
| Question | Autonomous AI agents | Caddi |
|---|---|---|
| At runtime | A model decides each step | An approved plan runs as verified code |
| Repeatability | Varies with the prompt and the model | Deterministic steps, scoped AI steps |
| Review | Transcripts, if they are kept | Every run and decision logged and reviewable |
| Who changes it | Whoever edits the prompt | The owner, in plain English, with approval |
FAQ
Questions we get asked
What is agentic automation?
Agentic automation uses AI agents to plan and build automations, then runs them with the reliability of traditional automation. The agent handles understanding the work; execution stays predictable and logged.
How is it different from RPA?
RPA replays recorded clicks and breaks when a screen changes, and someone technical has to build and fix it. In Caddi an agent builds the automation from a demonstration, asks about the edge cases, and runs it through integrations rather than screen coordinates where an API exists.
Can the agents do things we did not approve?
What runs is the plan you approved. Changes go through a request you review, and every run is logged with what it touched.
Does AI run inside the workflows?
Yes, where a step needs judgment, such as reading a document. Those steps are scoped to the step, logged and reviewable, and the rest of the run is deterministic code.