Caddi Automate: Product Facts & Availability

Caddi Automate learns a process by screenshare or description, writes the plan, and builds a hybrid agent that runs across your existing tools.

Product information

Information below comes from the product website or public documentation. Pricing and availability may change.

Category: AI Agents
Maturityi: Available
Deploymenti: Cloud / SaaS
Buying / access: Buy or sign up directly
Source: Official websiteChecked Sep 20, 2026

Reality check

A demo shows what may be possible. These points help judge whether the product fits day-to-day use.

Works well when

Knowledge lookup, drafting and multi-step workflows with review
Tasks with clear tools, permissions and success criteria
Teams that can evaluate outputs with real examples

What to check

Prompt/version history, traces, evaluations and cost
Data retention, model providers and tool permissions
Human approval for irreversible or sensitive actions

Not a magic solution

An unsupervised decision-maker for high-stakes work
A replacement for an unclear business process
A guarantee that a larger model removes all errors

About

Caddi Automate is a product from Caddi that turns a demonstrated or described process into an automation plan and a hybrid agent. It captures the work through a Chrome side panel screenshare or a written outcome, asks about edge cases, and generates a plan with deterministic steps for fixed work and AI steps for judgment. The agent runs across connected tools such as Outlook, Docusign, NetDocuments, Salesforce and Clio, and flags anything out of the ordinary for a person instead of guessing. It is offered on the free Individual plan for one user, with a demo available.