Caddi
Agent that discovers repetitive work and automates it from one screenshare
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Caddi watches how you work and finds the processes worth automating. It reads the tools you already use, ranks what actually repeats, and counts every step. Then you teach it a task the same way you would onboard a new hire: share your screen, narrate what you are doing, and Caddi captures the rules.
Unlike RPA or workflow builders that require scoping sessions and step-by-step configuration, Caddi combines AI reasoning with deterministic execution. The AI handles judgment calls, while deterministic code runs the work so the same input always takes the same path.
Every run is logged and replayable. Every permission is scoped to the person who taught the task. Leadership can audit exactly what the agent decided, why, and which access it used. Built for law firms, accounting practices, and finance teams that need governance alongside automation.
SOC 2 Type II certified with 150 plus integrations including Clio, Salesforce, DocuSign, and NetDocuments. Free for individual users.
AI-assisted draft, human-reviewed before publishing — see how we choose & review tools.
Why we picked it
Caddi stood out for the onboard-it-like-a-new-hire framing — screen-share and narrate once instead of a formal RPA scoping session. That lower bar to teach it a process is worth naming against tools that need someone technical to set up every automation.
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