Caddi

Discover repetitive operations and manage AI automation across business tools

Meet Caddi

Caddi helps wealth advisory firms, law firms, and other professional service teams identify and automate recurring operational work. Its discovery tools examine activity in connected applications to find repeated sequences and estimate where automation may help. Teams can then demonstrate a process through screen sharing and explanation to build an agent around the task.

Typical workflows include client intake, email triage, document filing, and preparing operational summaries. Caddi connects these workflows with monitoring and run histories so teams can inspect decisions, exceptions, and actions across their tools. Some work can also be routed to other supported assistants. Available integrations and access permissions determine which processes a firm can connect and automate.

Discussion

Tried it? Share a useful thought or ask a question.

Product details

Website: trycaddi.com
Status: Launched
Category: Business & operations
Listed: Oct 15, 2026

Explore related topics

AI agents Integrations Operations Teams Workflow automation

Embed upvote button

Let visitors support Caddi from your website.

Button appearanceLightDark

Caddi

Upvote

Paste into your site’s HTML

<div data-betaneon-widget="light" style="box-sizing:border-box;display:flex;align-items:center;gap:12px;width:320px;max-width:100%;min-height:84px;padding:12px 14px;margin:0;border:1px solid #e1e0dc;border-radius:12px;background:#ffffff;color:#181818;font:400 14px/1.4 Arial,Helvetica,sans-serif;text-align:left;">
  <img src="https://m.betaneon.com/ic/69628bd7-962a-47c5-a7ca-e7c5e99d8f5f.webp" alt="" width="36" height="36" referrerpolicy="no-referrer" style="box-sizing:border-box;display:block;flex:0 0 36px;width:36px;height:36px;margin:0;padding:0;border:0;border-radius:9px;object-fit:contain;background:#fff;">
  <div style="box-sizing:border-box;flex:1;min-width:0;margin:0;padding:0;">
    <span title="Caddi" style="display:block;margin:0;padding:0;color:#181818;font:700 16px/1.4 Arial,Helvetica,sans-serif;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;">Caddi</span>
    <div style="display:flex;align-items:baseline;gap:4px;margin:4px 0 0;padding:0;white-space:nowrap;">
      <span style="margin:0;padding:0;transform:translateY(-1.5px);color:#626664;font:400 14px/1.2 Arial,Helvetica,sans-serif;">on</span>
      <a href="https://betaneon.com/" target="_blank" rel="noopener noreferrer" aria-label="BetaNeon home (opens a new tab)" style="display:inline-flex;flex-shrink:0;margin:0;padding:0;border:0;background:transparent;text-decoration:none;outline-offset:3px;"><img src="https://betaneon.com/res/brand/wordmark.svg?v=453516e27973dc87" alt="BetaNeon" width="87" height="16" referrerpolicy="no-referrer" style="display:block;width:87px;height:auto;margin:0;padding:0;border:0;"></a>
    </div>
  </div>
  <a href="https://betaneon.com/vote/caddi" target="_blank" rel="noopener noreferrer" aria-label="Upvote Caddi on BetaNeon (opens a new tab)" style="box-sizing:border-box;display:flex;flex:0 0 68px;flex-direction:column;align-items:center;justify-content:center;gap:3px;min-height:56px;margin:0;padding:0 0 0 12px;border:0;border-left:1px solid #e1e0dc;background:transparent;color:#087f5b;font:400 14px/1.2 Arial,Helvetica,sans-serif;text-decoration:none;text-align:center;outline-offset:3px;">
    <span aria-hidden="true" style="box-sizing:border-box;display:block;width:9px;height:9px;margin:3px 0 0;padding:0;border:0;border-top:2px solid #087f5b;border-left:2px solid #087f5b;transform:rotate(45deg);"></span>
    <img src="https://betaneon.com/embed/upvote/caddi/count.svg?theme=light" alt="Votes" width="56" height="20" referrerpolicy="no-referrer" style="display:block;width:56px;height:20px;margin:0;padding:0;border:0;">
    <span style="color:#087f5b;font:400 14px/1.2 Arial,Helvetica,sans-serif;">Upvote</span>
  </a>
</div>

Links open in a new tab. Visitors sign in on BetaNeon, then confirm their upvote. The vote count updates when the page loads.

Unclaimed

Building Caddi?

Claim this profile to keep your product’s story up to date.

Sign in with your verified work email. Matching website domains are approved automatically; other requests are reviewed by our team.

Meet Caddi

Discussion

Product details

Explore related topics

Similar products

Albato

Tines

Toyo

Type

TinyCommand

Make