Caddi
AI agent builder that discovers your repetitive workflows and automates them
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What is Caddi?
Caddi is an AI agent platform that automatically discovers repetitive back-office tasks and automates them across integrated business tools. Users train agents through conversational chat and screenshare, with leadership oversight and audit logging for compliance. Built for professional services firms.
Caddi pricing
Pricing model: Freemium
Caddi pros
- Automatically discovers high-priority repetitive tasks across your systems (discovers tasks you'd want to automate)
- 150+ integrations with professional tools (Outlook, Docusign, NetDocuments, Salesforce, Clio, etc.)
- No-code agent training via chat and screenshare; every run is logged and governed
- SOC 2 Type II certified with leadership controls for compliance-sensitive workflows
Caddi cons
- Pricing not clearly displayed; requires contacting sales or signing up for demo
- Appears purpose-built for professional services/legal workflows; generalist applicability unclear
- Requires integration setup with existing tools to function
Frequently asked questions about Caddi
What types of tasks can Caddi automate?
Email triage, contract filing, time entry creation from calendar, and other repetitive back-office workflows across your integrated tools. Caddi analyzes your work to suggest high-impact automations.
How do you train Caddi to automate a task?
Through chat conversation and screenshare. You explain the task once; the agent learns to execute it reliably without manual intervention.
Is Caddi secure for professional services?
Yes. Caddi is SOC 2 Type II certified, logs every run, and includes leadership governance controls required for legal and professional services compliance.