Scheduling and follow-up automation

Automate scheduling and follow-ups.
So nothing depends on memory.

Caddi sends the scheduled reminder, books the meeting, fires the next-step nudge, and logs every touch back to the record. The follow-through that used to depend on whether someone remembered now happens on its own, so clients hear from you on time and tasks do not go cold.

Trusted by leading firms
The case for automating follow-ups

Follow-through should not depend on memory.

The reminders, nudges, and scheduling that keep work moving are easy to drop when people are busy, and a missed follow-up costs a client or a deadline. Automating it makes follow-through a property of the system instead of a personal habit.

  • 01

    Nothing goes cold

    Every follow-up fires on schedule, whether or not the person who owns it is heads-down on something else. Tasks and clients stop slipping through the cracks.

  • 02

    Less scheduling back-and-forth

    Caddi handles the booking, the reminders, and the reschedules, so coordinating a meeting stops costing a half-dozen emails.

  • 03

    Every touch on the record

    Reminders sent, meetings booked, follow-ups completed, all logged to the client record automatically, so the history is complete without manual notes.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

The follow-through, on autopilot.

Caddi learns the reminders and scheduling your team relies on and turns them into a reliable, auditable automation across your tools.
  • 01/ 06Use case

    Send scheduled reminders

    Caddi fires the reminder on deadlines, renewals, unsubmitted time, and open tasks, and logs it to the record, so follow-up stops depending on whether someone remembered.

    Typical stack
    • Outlook
    • Gmail
    • Toggl
    • Slack
Workflow library

Real scheduling and follow-up workflows teams automate with Caddi.

These are live scheduling and follow-up workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all scheduling & follow-ups workflows
Integrations & Apps

Runs across the tools your follow-ups touch.

  • Calendly
  • Outlook
  • Gmail
  • Salesforce
  • Slack
  • Wealthbox
See all integrations
Benefits

Reliable follow-through, built to your bar.

  • 01

    Built by your team

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

  • 02

    No hallucination risk on client touches

    Verified code sends on your templates and books via API. No AI improvising messages to clients.

  • 03

    Follow-through you can measure

    Reminders sent, meetings booked, tasks closed, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi runs with the access your staff already have. No new privileged service 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 follow-through automatic.

See how teams use Caddi to keep every reminder and review on schedule, in a 30-minute walkthrough on your own follow-up workflow.