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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Lutra serves as an AI-powered agent designed for web research and is seamlessly integrated with widely-used applications like Airtable, HubSpot, Google Sheets, Gmail, and Outlook. This tool excels at coordinating tasks across various platforms, leveraging AI for effective data processing, and can be tailored to fit within your specific Enterprise framework. With SOC2 certification, it guarantees enhanced data security and dependability. Teams can streamline their prospecting, outreach, and marketing operations, significantly saving time while boosting overall productivity. Examples of its capabilities include: - Conducting extensive web research on numerous accounts and updating your CRM directly. - Pinpointing essential decision-makers after identifying a particular account. - Extracting detailed lists of information from various websites. - Analyzing and processing emails to gather data for tracking purposes, among other functionalities. This versatility empowers teams to focus on strategic initiatives rather than repetitive tasks.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
HubSpot CRM Yes 
Notion Yes 
Salesforce Yes 
Slack Yes 
Zoom Yes 
ActiveCampaign No 
Airtable No 
Depth No 
Docusign No 
Fidelity Yes 
GitHub No 
Gmail No 
Google Docs No 
Intapp DealCloud Yes 
Microsoft Copilot Yes 
QuickBooks Online No 
Trello No 
Typeform No 
Webflow No 

Integrations

Dropbox Yes 
HubSpot CRM Yes 
Notion Yes 
Salesforce Yes 
Slack Yes 
Zoom Yes 
ActiveCampaign Yes 
Airtable Yes 
Depth Yes 
Docusign Yes 
Fidelity No 
GitHub Yes 
Gmail Yes 
Google Docs Yes 
Intapp DealCloud No 
Microsoft Copilot No 
QuickBooks Online Yes 
Trello Yes 
Typeform Yes 
Webflow Yes 

Pricing Details

$250 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Caddi

Founded

2024

Country

United States

Website

www.trycaddi.com

Vendor Details

Company Name

Lutra

Founded

2023

Country

United States

Website

lutra.ai

Product Features

Product Features

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Alternatives

Alternatives

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