AI automation software
The AI that learns your work by watching.
Screenshare a process once. Caddi documents it, builds the automation, and runs it in the cloud, across the tools you already use.
Client inbox
RECThe product
One continuous loop: create, measure, improve.
Integrations
Addepar
AdvicePay
Black Diamond
eMoney
Laserfiche
MoneyGuidePro
Morningstar AdviserLogic
OrionAutomate your tools together.
Chrome Extension
Caddi Recorder
Recording · 02:14
Capturing your screen, voice, and every tool you touch.
Tools captured8 apps · 1 recording
Outlook
SharePoint
Salesforce
DocuSign
Drive
Notion
Excel
Clio
Screenshare your workflow.
Automation Generator
Goal: File client documents from inbox into the right matter folder.
On new email in Outlook
Extract claim details from PDFAI
Rename file with claim primitivesAI
Upload to matter folder in SharePoint
Log run in Salesforce
Get an automation, built for you.
Dashboard
Runs
248
Last 30 days
Time saved
906hrs
Last 30 days
Loops
43
active
Tasks
2,184
this month
LoopOwnerStatus
Rename Scanned DocumentsSarah J.Ready to test
Draft Follow-Up EmailsSarah J.Ready to test
Categorize GmailMarcus P.Active
Sync Clio Matters → SharePointElena R.Active
Measure the hours saved.
Run History
Check Logging Process: SharePoint, Excel and SalesforceActive
Edit Loop▶ Run Loop
AutomationInputsRun HistoryDocumentation
36
Total Runs
11
Successful
6
Failed
19
Needs Review
StatusStartedVersionDurationProgressTrigger
SuccessBatchApr 15, 2026v040s6/6Manual
Needs ReviewBatchApr 7, 2026v033s5/6Manual
SuccessBatchApr 2, 2026v031s6/6Manual
Needs ReviewBatchApr 2, 2026v06s0/6Manual
FailedBatchMar 30, 2026v01m 13s5/7Batch
Needs ReviewBatchMar 30, 2026v053s4/6Batch
SuccessBatchMar 20, 2026v038s6/6Manual
Audit every decision.
Caddi Chatbot
Caddi
Active
Message…
Refine it in plain English.
Operations Intelligence
Suggested Loop Improvement3 items affected
Opportunity records not found
Diagnosis
Suggested fix
Add fuzzy match step to lookup_opportunity
open ›
open ›
open ›
Watch it improve itself.
Create
Measure
Improve
“Caddi is a teachable technology. It watches how you operate, understands it, and gives you a repeatable process.”
Matt MercerCOO, The Planning Center