Caddi

The platform helps firms identify repetitive back-office tasks that are suitable for automation. It surfaces processes already taking place across the business and shows details such as activity volume, connected applications, and automation potential. Additionally, the software ranks candidates, which helps firms decide which processes are worth addressing first instead of choosing automation projects without clear context.

Caddi features a loop studio that is a conversational space for exploring processes before building an automation. Users can describe how work currently happens, including processes that are not formally documented. Caddi asks follow-up questions to understand the steps and spot repeated handling. This helps turn an informal process into a structured automation plan before teaching Caddi the actual task.

Caddi software offers a recorder that captures the process while an employee performs it across their usual applications. The employee shares their screen, completes the task, and explains what they are doing as Caddi observes each step. During the recording, Caddi can ask about decisions or exceptions it encounters. This helps firms teach processes through demonstrations instead of preparing detailed process documents beforehand.

Caddi turns a demonstrated process into a hybrid agent with a visible, step-by-step plan. It uses fixed actions for predictable steps and AI judgment where decisions are required. Unusual situations can be flagged for staff rather than handled through an unsupported assumption. This approach helps firms automate repeatable work while retaining human involvement for exceptions.