Email management automation

Automate email management.
Triaged, filed, and routed for you.

Caddi works your shared inboxes the way your best coordinator would: it classifies each message, files the attachments to the right record, drafts or sends the routine reply, and routes the rest to the right person. The intake@, service@, and ops@ mailboxes stop being a place where things quietly fall through.

Trusted by leading firms
The case for automating the inbox

The shared inbox is where work goes to get lost.

Shared mailboxes hold real client work, but they have no owner, no structure, and no memory. Automating triage gives them all three, so response times stay tight and nothing important sits unread.

  • 01

    Nothing falls through

    Every message gets classified, filed, and routed the moment it arrives. The mailbox stops depending on who happened to be watching it.

  • 02

    Faster, consistent responses

    Routine replies go out immediately and the rest reaches the right person fast. Response time stops swinging with how busy the team is that day.

  • 03

    Correspondence on the record

    Attachments and key messages are filed to the matching client or matter automatically, so the file is complete without anyone dragging emails into folders.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

The shared mailbox, on autopilot.

Caddi learns how your team triages email and turns it into a reliable, auditable automation across your mailboxes and systems.
  • 01/ 06Use case

    Classify and route incoming mail

    Caddi reads each message in a shared inbox, classifies it, and routes the task to the right person or queue, so triage stops being a manual first pass every morning.

    Typical stack
    • Outlook
    • Gmail
    • Microsoft Teams
    • Slack
Workflow library

Real email workflows teams automate with Caddi.

These are live inbox workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all email management workflows
Integrations & Apps

Runs across the mailboxes and tools you already use.

  • Outlook
  • Gmail
  • Salesforce
  • Microsoft 365
  • Slack
  • Clio
See all integrations
Benefits

An inbox that runs itself, built to your bar.

  • 01

    Built by your team

    Your team records the triage workflow once. No engineers, no IT ticket, no waiting on a roadmap.

  • 02

    No hallucination risk on client mail

    Verified code files and routes via API, and routine replies run on your approved templates.

  • 03

    Responsiveness you can measure

    Messages triaged, response times, threads escalated, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi works the mailbox with the access your staff already have. No new privileged accounts to govern.

Security & Controls

Built to pass your risk and IT review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your operations and IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Make sure nothing slips through the inbox.

See how teams use Caddi to keep shared mailboxes clear, in a 30-minute walkthrough on your own inbox workflow.