Discovers repetitive work
Caddi identifies recurring back-office work, such as inbox triage or filing, and turns it into an automation loop. The product materials show it reading, classifying, filing, and logging work across connected systems.
Caddi
Caddi is an AI workflow automation platform that learns repetitive back-office processes from screenshare or chat and builds agents to run them across the tools a firm already uses. It is aimed at firms that want automation with governance, logging, and review.
What Caddi is
Caddi is an AI workflow automation platform that finds repetitive back-office work, learns the process from a screenshare or chat, and builds an agent to carry it out across the tools a firm already uses. The product is positioned for firms that need automation with oversight, not just a one-off bot.
The site shows Caddi handling workflows such as inbox triage, contract processing, filing to matter systems, and logging records in tools like Outlook, Docusign, NetDocuments, Salesforce, Clio, and QuickBooks. Users can describe work in plain English, watch Caddi draft a loop, and review edge cases and exceptions before running it.
Core capabilities
Learns from screenshare and plain English
Users can train the system by screenshare and chat, then explain the process in their own words. Caddi asks follow-up questions when it cannot see a step and captures edge cases before running the loop.
Runs across connected tools
The platform builds a hybrid agent that operates across multiple tools in the same workflow. Examples on the site include Outlook, Docusign, NetDocuments, Salesforce, Clio, and QuickBooks.
Auditable loop planning
Caddi shows a step-by-step plan and highlights the loop diagram before execution, letting users review what will happen. The interface also surfaces exceptions for review instead of guessing.
Governed execution and logging
The site emphasizes leadership oversight, with every run logged and governance controls available at higher tiers. Pricing details also list security logs, MFA, team management, SAML SSO, centralized integration governance, and action-level audit logging.
Plans for individual users and firms
Pricing and plan details show user-based and firm-based options, including a free Individual plan and paid Team, Business, and Enterprise tiers. That structure supports solo users as well as teams standardizing operations.
Practical workflows
Morning inbox triage
Use Caddi to sort recurring inbound email, open related documents, classify the item, and route it into the correct follow-on system without manually handling each message twice.
Contract and signature handling
Use the platform to open a Docusign notice, locate the executed copy, check signatures, and file the signed agreement into the matter or document workspace.
Matter document filing
Apply Caddi to file completed documents into NetDocuments or a similar repository, including renaming and version handling when a file already exists.
CRM and matter updates
Use the system to update records in Salesforce after work is completed, such as linking a matter, account, or client record to the activity that just occurred.
Process capture for internal operations
Use the product to learn a firm-specific process from a screenshare session, capture edge cases, and turn that process into a repeatable loop that staff can review before it runs.
Pros and Cons
Pros
- Learns workflows from screenshare and plain English rather than requiring users to map everything upfront.
- Works across multiple business systems in a single loop, which fits processes that move between email, document management, and CRM tools.
- Shows the plan before execution and flags unusual steps, which supports review and oversight.
- Offers a free Individual plan plus self-serve Team pricing, with higher tiers for firms that need more governance and scale.
- Includes logged runs and administrative controls, with stronger governance features available at Business and Enterprise tiers.
Cons
- The source material is partial, so exact setup steps, workflow limits, and some integration breadth are not fully documented here.
- Several governance and administration features are tier-dependent, so smaller plans do not include the full control set.
- The site focuses on back-office and firm operations, so it may be less relevant for teams looking for general-purpose automation outside those workflows.
FAQ
Does Caddi offer a free plan or only paid plans?
Yes. The pricing page shows a free Individual plan for one user, plus paid Team, Business, and Enterprise options. Team is self-serve; Business and Enterprise are available through demo or sales contact paths.
How does Caddi learn a workflow?
Caddi is built to learn a process through screenshare and chat. The site shows users walking through work step by step, after which Caddi builds a loop and runs it in the cloud across connected tools.
What tools can Caddi work across?
The site shows Caddi working across tools such as Outlook, Docusign, NetDocuments, Salesforce, Clio, and QuickBooks, with the exact tools depending on the workflow being automated.
What governance and admin controls are available?
The pricing page includes run history, active loop limits, credits, security logs, MFA, team management, SAML SSO on Business, and higher-tier governance features such as centralized integration governance and action-level audit logging.
What does setup look like?
The source does not provide a full setup guide, but it indicates that users can start by describing a task in Loop Studio or training the agent by screenshare, then review the generated plan before running it.
Quick Facts
- Category
- AI workflow automation
- Primary users
- Law firms, RIAs, accounting firms, and insurance carriers
- Deployment
- Cloud-based agent platform
- Workflow style
- Screenshare, chat, and step-by-step loop building
- Pricing
- Free Individual plan; paid Team, Business, and Enterprise plans
- Domain
- trycaddi.com
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