AI Tools / AI products & services
Caddi is an AI automation platform that discovers repetitive back-office work and builds agents to perform it across the business tools already in use. It identifies recurring processes from connected systems, then learns a procedure through chat, screen sharing, and narration; the resulting workflow can read and classify incoming work, apply named rules, update records, and flag exceptions. The video describes the workflows as deterministic and permission-scoped.
The product is aimed at law firms, registered investment advisers, accounting firms, and insurance carriers. Its examples connect Microsoft Outlook, DocuSign, NetDocuments, Salesforce, and Clio; leadership can govern agents and individual runs, and the site states that every run is logged. Caddi identifies as SOC 2 Type II compliant and offers a web application with free signup and demo access.
An agent that identifies repetitive back-office work and builds automations across the tools a business already uses. It learns processes through screen sharing and narration, then runs deterministic workflows with scoped permissions.