What is Caddi?

Caddi is an operations AI platform designed for professional services firms such as law firms, accounting firms, RIAs, and insurance companies. It discovers repetitive back-office work, learns processes through demonstration, and builds AI agents that automate tasks across existing tools like Outlook, Salesforce, and Docusign. The platform emphasizes no-code automation and governance, with every run logged for oversight.

How to use Caddi?

To use Caddi, you start by connecting your existing tools (e.g., Outlook, Salesforce, Docusign). Then, you teach Caddi a workflow by screensharing and explaining the process once. Caddi records the steps and generates an agentic automation. You can then run the automation, monitor its performance, and manage exceptions through the Loop Studio interface.

Core features of Caddi

Automation by Demonstration: teach workflows via screenshare
Discover repetitive work across your tools
Build hybrid agents that operate across 80+ integrations
Loop Studio for building and managing automations
Governance: every run logged, SOC 2 Type II compliant
No-code automation for non-technical users
Pre-built solutions for client intake, email triage, document management, and more