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AI workflow automation

Workflow automation
you teach in one video call.

Show Caddi a process once. It writes the workflow, asks about the cases it could not see, and runs it across every tool you use, with every run on the record.

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SOC 2 Type II150+ integrationsFree to start
One platform

Where AI workflow automation sits in Caddi

Caddi is an end-to-end AI operations platform: it discovers the work, automates it, and governs every run.

  1. DiscoverFinds the workflows worth automating first, ranked by the hours they take.
  2. AutomateBuilds each workflow from a screenshare, not a flowchart you draw by hand.
  3. GovernLogs every run, so you can see what each workflow did and why.
Build

Show it once. Skip the flowchart.

Most workflow tools start with a blank canvas and a trigger. Caddi starts with the person who does the work: they share their screen and do it once, and Caddi writes down every step as they go.

  • No mapping session and no IT ticket
  • The recorder follows the work across tabs and tools
  • You review the written process before anything runs
Plan

A plan you can read, and the questions it could not answer.

From the recording Caddi drafts the workflow as a plan: which tool, which field, which decision. Where it saw only one path, it asks what happens on the others, before the first live run instead of after the first failure.

Run

It runs the same way every time, and you can check.

Once approved, the workflow runs as verified code across 150+ integrations. Any AI step inside a run is scoped, logged and reviewable, and every run lands in the history with what it touched.

Compare

How it compares to trigger-and-action tools

Zapier, Make and Power Automate are good at simple hand-offs you can describe as a trigger and an action. Back-office work is rarely that simple.

Trigger-and-action toolsCaddi
Who builds itSomeone who can map every step and fieldThe person who does the work, by showing it once
Edge casesFound when a run failsAsked about before the first live run
What to automateYou decideDiscover ranks the candidates by hours
OversightPer-workflow task historyEvery run logged, firm-wide view for leadership

If the job is one trigger and one action between two apps, a trigger-and-action tool is the simpler buy.

FAQ

Questions we get asked

What is AI workflow automation?
Workflow automation moves work between people and systems without someone rekeying it. AI workflow automation uses AI to build the workflow and to handle the steps that need judgment, such as reading a document or triaging an email. In Caddi, AI builds the workflow from a demonstration and verified code runs it.
Do I need to be technical to build a workflow?
No. You share your screen and do the task once while Caddi records it, then answer its questions about the cases it did not see. There is no canvas to wire and no code to write.
Which tools does it work with?
Caddi connects to 150+ tools, including Clio, iManage, NetDocuments, Salesforce, Box, DocuSign, Outlook and Gmail.
How much does it cost to start?
The Individual plan is free and includes Discover and Automate. Govern, the firm-wide view, starts on the Team plan.

What is AI workflow automation? The full guide →

Get started

Automate your first workflow this week.

Bring one process you are tired of doing by hand. We will build it with you on the call.

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