Caddi
Workflow automation platform that discovers repetitive back-office tasks across business software and automates them through conversational screenshare training.
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Product Overview
What is Caddi?
Caddi is an enterprise automation platform designed to discover, build, and execute repetitive back-office workflows across everyday business software. Instead of requiring manual workflow building or custom code, Caddi monitors connected operational systems to detect high-frequency repetitive routines, allowing users to train agents simply by recording their screen and explaining their process in plain language. The platform combines deterministic code execution with selective cognitive judgment, ensuring reliable, auditable, and drift-free task execution backed by enterprise-grade governance.
Key Features
Automated Process Discovery
Scans connected software environments to detect, rank, and quantify high-frequency repetitive tasks ready for immediate automation.
Interactive Screenshare Training
Allows operators to teach workflows naturally by recording their screens, narrating decisions, and answering contextual edge-case questions.
Deterministic Execution Engine
Executes tasks with deterministic code for exact operations while applying machine judgment strictly where human-like discretion is required.
Comprehensive Run Governance
Logs every individual step, decision path, and used permission into replayable records for complete transparency and compliance.
Extensive Ecosystem Integrations
Connects natively with over 150 enterprise applications, including Outlook, DocuSign, Salesforce, NetDocuments, and QuickBooks.
Use Cases
- Inbox and Email Triage : Classifies incoming emails, extracts attachments, opens envelopes, and routes messages or payment notices to designated folders and tools.
- Executed Contract Management : Identifies fully signed documents in e-signature tools, validates signatures, renames files, and indexes them into document management vaults.
- Payment and Remittance Reconciliation : Pulls remittance advice from billing emails and matches transaction amounts directly inside accounting platforms like QuickBooks.
- Client Intake and CRM Updating : Extracts client details from submitted onboarding packets and synchronizes records across CRM and case management systems.
- Operational Time and Log Capture : Translates calendar events, completed tasks, and communications into drafted time entries and activity records.
FAQs
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