Caddi is the operating system for ops teams and ops leaders. Measure the work, create new loops, improve every run, and turn back-office excellence into an initiative that compounds.
Time saved, tasks completed, loops that need your attention. The loop becomes a number you can grow.
Action Required surfaces every loop that needs review before it goes live.
Every run, every version, every step. Searchable and replayable. Operations finally have the evidence they need.
Filter by status. Click any run for full step-level logs.
Turn the work you already do into a loop.
One recording across all the tabs and tools the work touches: Salesforce, DocuSign, SharePoint, Outlook, Drive, Notion, Excel, Clio. No spec docs. No process maps.
The yellow trail is the human path. Caddi sees every tab.
Caddi turns one recording into clean, accurate, end-to-end documentation. Every click captured, every screenshot fresh, every variable named. The runbook your team has needed forever.
From recording to runbook. Step-perfect, every time.
Open and review the PDF document to identify {claim_number}, {claimant_last_name}, and {document_type}.
The two hardest parts of building an automation are no longer yours to solve. Caddi’s AI maps fields across every tool and assembles the workflow itself, so building loops is for everyone, not just the technical few.
No code, no flowcharts, no manual field mapping.
Caddi reads fields across every tool and wires them together.
Steps, branches, and edge cases, assembled into a runnable loop.
Every loop renders as a clean, branching diagram. AI steps and tool steps are visually distinct. Changes are reviewable and shareable.
One readable surface for the whole team. No spec docs required.
More than a help bot. It edits your loops. Describe what should be different, Caddi drafts the change as a reviewable diff, you click apply.
Conversational changes, with the safety of explicit review.
When a step fails or stalls, Caddi diagnoses what happened, proposes a concrete fix, and lists the items that would have benefitted.
What happened → why → how to fix it.
Review the diagnosis, accept the fix, and the loop ships a new version. The next run picks it up automatically.
From flagged run → patched loop in a single approval.
Caddi searched Salesforce for opportunities named “Northgate Holdings v. Acme Logistics”, “Westcliff Partners v. Apex Capital”, and “Brookline Group v. Acme Logistics”, but no exact matches were found.
Caddi watches the work across your firm and surfaces the next-highest-value processes, ranked by recovered hours. Then drafts the outreach to the team that owns them.
Discovery → ranked opportunities → drafted message to the team.
Hi team, Caddi flagged client intake from Outlook → Clio as the highest-impact loop on the firm (6,300 hours/year). Do you have 10 minutes to walk through it on a screen-share so we can ship it next?
Every shipped improvement surfaces the next highest-value bottleneck. Caddi turns operational excellence into a compounding initiative, not a one-time project.
