# Caddi

> Discover repetitive operations and manage AI automation across business tools

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.

## Listing details

- Canonical BetaNeon page: https://betaneon.com/products/caddi
- Official website: https://www.trycaddi.com/
- Category: Business & operations / Business workflow automation
- Status: Launched
- Topics: AI agents, Integrations, Operations, Teams, Workflow automation
- Listing updated: 2026-10-30T16:50:10.912Z
- Information source: https://www.producthunt.com/products/caddi-3

This is a product introduction, not an endorsement. Confirm current availability, features, and prices on the official website. Community upvotes on BetaNeon are not star ratings.