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Description
Caddi is an innovative platform that leverages AI to streamline back-office tasks by identifying and automating repetitive activities within the existing tools that your team employs. It accomplishes this by analyzing user activity from various connected systems, which only requires read-only access, to pinpoint frequently executed manual processes, ranking them based on potential time savings and certainty, and highlighting which workflows should be developed. To onboard Caddi, you instruct it similarly to training a new employee: by sharing your screen to demonstrate the job, verbally explaining each step, outlining rules, addressing exceptions, and refining the workflow through conversation. Subsequently, Caddi creates an automated loop that integrates seamlessly with existing tools while also monitoring for any anomalies that may require further attention. The platform uses deterministic code for tasks that require precision, while employing AI for scenarios that involve decision-making, ensuring consistent handling of the same inputs. Every execution is meticulously logged and can be replayed, providing insights into the automation's decisions, the rationale behind those choices, and the permissions utilized. This comprehensive logging not only enhances transparency but also facilitates continuous improvement by allowing users to review and refine the automated processes over time.
Description
API Access
Has API
API Access
Has API
Integrations
Box
HubSpot CRM
Microsoft Copilot
Salesforce
Docusign
Dropbox
Fidelity
Google Docs
Google Maps
Google Translate
Integrations
Box
HubSpot CRM
Microsoft Copilot
Salesforce
Docusign
Dropbox
Fidelity
Google Docs
Google Maps
Google Translate
Pricing Details
$250 per month
Free Trial
Free Version
Pricing Details
Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Caddi
Founded
2024
Country
United States
Website
www.trycaddi.com
Vendor Details
Company Name
Neota
Founded
2010
Country
United States
Website
www.neota.com
Product Features
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
No-Code Development
AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management
Robotic Process Automation (RPA)
Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Alternatives
No Alternatives