1) Best Practices when Recording
Use the browser version of tools whenever possible. Caddi can best understand your workflow in browser-based environments. For apps like Outlook, Slack, or PDFs, use the web version instead of the desktop app.
Record the full process from start to finish, including all clicks, form fills, and interactions.
Narrate as you go. Imagine you’re training a new colleague—explain what you’re doing and why. This helps our AI understand intent and context.
Show Caddi where to find the document, client, or information it needs. So Caddi can locate it too.
Close unnecessary applications and tabs before you begin to avoid confusion or capturing irrelevant content.
No need to show login processes. Caddi handles authentication independently, and recording logins only adds unnecessary steps.
Small mistakes are okay! If you slip up, just narrate the error and resume from the last correct step.
Move slowly and deliberately through each action to ensure the recording is clean and clear.
Keep it short—under 20 minutes is ideal for best performance.
For PDFs: If a PDF is stored in tools like Box, OneDrive, or Google Drive, you can open it directly there. If you need to download and edit it, right-click → “Open with Google Chrome” instead of using desktop apps (like Adobe or Preview).
Review an example recording here .
2) How to Record your Screen
Google Chrome
Before the following steps, make sure you have installed the "Caddi Recorder Browser Extension". See the guide here.
Open a new tab on Google Chrome.
Click the "Caddi Browser Extension" on the top right of your browser.
Caddi will take a few seconds to connect to your account.
Make sure the "Microphone Access" has been granted and a microphone has been selected.
Click "Start Recording" to begin.
Select the Screen you want Caddi to record.
Click "Stop Recording" when you finished recording your process.
After a few seconds, Caddi will redirect you to a new tab where you can review your recording.
If you are happy with your recording, click "Submit". If not, just close the tab and you can do a new recording.