What is Caddi?
Caddi is a new way to handle your day-to-day tasks without getting bogged down in repetitive work. Instead of spending hours clicking the same buttons and filling out the same forms, you can let Caddi take care of it all. Just record your screen while doing the task once, and Caddi will build an automation to repeat it—freeing up your time for the things you really want to be doing.
What can I do with Caddi?
Caddi integrates with most cloud based applications to make automating repetitive and complex tasks incredibly easy. Our customers use our solution for a wide range of purposes, but some of the common ones are:
Common Use Cases
Customer Onboarding – creating new client records, sending welcome packets
Updating Data Across Systems – copying info between CRM, spreadsheets, and other tools
Document Handling – filing, renaming, and organizing contracts and PDFs
Scheduling & Communication – setting up meetings, drafting replies, routing client emails
Invoicing & Billing – logging time, generating invoices, sending reminders
Internal Coordination – sharing updates, assigning tasks, posting in Slack
How to Spot Automations in Your Work?
The best automations don’t come from us — they come from your own habits. Here are some questions to help you identify opportunities:
If you had a junior or assistant, what would you hand off first?
What’s something you do every day or week that makes you think: “Not this again”?
Where do things fall through the cracks because it’s manual or gets interrupted?
Which steps are repeated across clients, matters, or requests?
Are there tasks you do 10+ times a week, or that teammates do slightly differently?
Which tools do you use most (email, docs, CRM, calendar)? Where do you jump between tools to get one task done?
What sets Caddi Apart?
Extremely Easy to Use - Caddi takes a “white-glove” approach, making it simple for professionals who aren’t tech-savvy. Just show Caddi what you do, and it smoothly automates those tasks — no coding required.
Tailored to Your Workflow - Instead of forcing you into rigid processes, Caddi adapts to how you already work.
Deterministic and Reliable - Once built, your automations run the same way every time, so you can trust the results.
Cost-effective Automation - Get the benefits of custom automation at a fraction of the cost of hiring engineers.
Key Features
Automated Workflows: Show Caddi your process, it will document your step-by-step and then transform it into a repeatable automation.
Secure Credential Management: Caddi keeps your sensitive information safe. It stores your credentials safely while letting Caddi log in and work on your behalf.
Real-time Analytics: Caddi shows you exactly how much time you’re getting back.