One continuous loop
of operational excellence.

Caddi is the operating system for ops teams and ops leaders. Measure the work, create new loops, improve every run, and turn back-office excellence into an initiative that compounds.

  • 01
    Measure. Prove the hours back, from week one.
  • 02
    Create. Ship new loops in days, not quarters.
  • 03
    Improve. Every run compounds the savings.
01of 03 · The Loop

Measure

Prove the hours back, from week one.

Dashboard

Hundreds of hours of capacity, freed in the first month.

From the very first run, the dashboard counts every hour Caddi gave back to your team. Time saved is the top-line KPI — not a footnote — so the ROI compounds in front of you, week over week, on the same screen everyone opens in the morning.

906 hours back in 30 days. Action Required flags anything that still needs a human before the next run.

Run History

Audit-grade visibility into every execution.

Every run, every version, every step. Searchable and replayable. Operations finally have the evidence they need.

Filter by status. Click any run for full step-level logs.

02of 03 · The Loop

Create

Ship new loops in days, not quarters.

Chrome Extension

Show us the work. We’ll do the rest.

One recording across all the tabs and tools the work touches: Salesforce, DocuSign, SharePoint, Outlook, Drive, Notion, Excel, Clio. No spec docs. No process maps.

The yellow trail is the human path. Caddi sees every tab.

Documentation Builder

The perfect docs you never had time to write.

Caddi turns one recording into clean, accurate, end-to-end documentation. Every click captured, every screenshot fresh, every variable named. The runbook your team has needed forever.

From recording to runbook. Step-perfect, every time.

AI Workflow Builder

Data mapping and workflow building, automated.

The two hardest parts of building an automation are no longer yours to solve. Caddi’s AI maps fields across every tool and assembles the workflow itself, so building loops is for everyone, not just the technical few.

No code, no flowcharts, no manual field mapping.

Automation Diagram

A diagram you can actually read, and edit.

Every loop renders as a clean, branching diagram. AI steps and tool steps are visually distinct. Changes are reviewable and shareable.

One readable surface for the whole team. No spec docs required.

03of 03 · The Loop

Improve

Every run compounds the savings.

Caddi Chatbot

Ask in plain English. Caddi makes the change.

More than a help bot. It edits your loops. Describe what should be different, Caddi drafts the change as a reviewable diff, you click apply.

Conversational changes, with the safety of explicit review.

Suggested Improvements

Every run nominates its own next fix.

When a step fails or stalls, Caddi diagnoses what happened, proposes a concrete fix, and lists the items that would have benefitted.

What happened → why → how to fix it.

AI Apply

One click to ship the improvement.

Review the diagnosis, accept the fix, and the loop ships a new version. The next run picks it up automatically.

From flagged run → patched loop in a single approval.

Operations Intelligence

Caddi nominates the next loop.

Caddi watches the work across your firm and surfaces the next-highest-value processes, ranked by recovered hours. Then drafts the outreach to the team that owns them.

Discovery → ranked opportunities → drafted message to the team.

The loop never closes

Improve feeds Measure. The next loop starts.

Every shipped improvement surfaces the next highest-value bottleneck. Caddi turns operational excellence into a compounding initiative, not a one-time project.

01Measure again

Ready to start your loop?