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Caddi
FreemiumCaddi is an AI automation platform that discovers repetitive back-office tasks and builds agents for firms.
Struggling with repetitive back-office tasks? Caddi turns chaos into controlled automation by discovering workflows and turning them into agents.
Stop Wasting Time on Repetitive Tasks
Caddi analyzes your existing tools to map processes, then builds AI agents that execute them across Outlook, DocuSign, Salesforce and NetDocuments and more. This reduces manual data entry and frees your team for higher-value work.
Gain Compliance and Visibility
With full audit logs and SOC 2 Type II compliance, Caddi provides governance over every agent run, so you stay in control and audit-ready.
Quick verdict
Based on 2 reviews
Pros
- AI-Driven Workflow Discovery uncovered the top repetitive tasks across contracts, guiding my first automations.
- Agent Builder lets non-technical staff train scalable agents via chat and screen-share, avoiding custom development.
- Seamless DocuSign and NetDocuments integrations cut manual data entry dramatically.
Cons
- Edge cases require manual tweaking and ongoing production testing.
- Initial setup needs IT involvement to align governance and security settings.
- Pricing for multi-agent deployments isn't crystal clear during planning.
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Caddi is an AI automation platform that discovers repetitive back-office tasks and builds agents for firms.
Customer Reviews for Caddi
Overall Analytics
Comprehensive review insights and historical performance
6-month timeline
Most helpful
I manage operations for a mid-size law firm and needed to cut manual data entry in contract intake. The AI-Driven Workflow Discovery surfaced repetitive steps in routing and signing, and I quickly built agents via chat and screen-share. DocuSign and NetDocuments integrations eliminated duplicate entry, and full audit logs give us confidence during audits. The setup does require governance alignment and some IT involvement, but the payoff is real.
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Showing 1 - 2 of 2 reviews .
Charlotte Taylor
Trusted ReviewerAI-Driven discovery revealed high-value automations for contracts
What I liked
What could be better
I manage operations for a mid-size law firm and needed to cut manual data entry in contract intake. The AI-Driven Workflow Discovery surfaced repetitive steps in routing and signing, and I quickly built agents via chat and screen-share. DocuSign and NetDocuments integrations eliminated duplicate entry, and full audit logs give us confidence during audits. The setup does require governance alignment and some IT involvement, but the payoff is real.
James Wilson
Trusted Reviewer Verified purchaseBroad integrations let me automate cross-team handoffs end-to-end
What I liked
What could be better
I lead operations at a fast-growing tech company and needed cross-functional automation. The broad integrations with Outlook, Salesforce, and DocuSign let me push email data into CRM records and trigger sign-offs without leaving my workflow. The agent builder makes it possible for my ops team to train new tasks via chat and screen-share, and governance logs keep everything auditable. The speed is great, but mapping Salesforce objects took a few iterations.
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How it works
How Caddi Works In 3 Steps?
1. Define Repetitive Tasks
Identify back-office workflows to automate with Caddi agents.
2. Train Agents via Chat
Train agents through chat or screen-share to mirror real processes.
3. Deploy & Monitor
Deploy agents across tools and review audit logs and results.
Direct Comparison
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Caddi: Features, Advantages & FAQs
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Integrations
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Lawyers, Paralegals, RIAs, Accountants, Insurance Carriers, Operations Managers
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Best Primary Tasks for Caddi — Top Use Cases & Workflows
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