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How to Run your Loops

Detailed guide on running your loops.

Updated over a month ago

1) On Caddi's Website

  1. Go to "Loop Manager"

  2. Click on the Loop you want to run

  3. Click on "Run Loop"

  4. Type the inputs required

  5. Click "Run"

2) Via Email

  1. Send an email to Caddi at: run@ai.trycaddi.com

  2. Tell Caddi what Loop you want to run (e.g. "Hey Caddi, Onboard New Client").

  3. You will get an email from Caddi asking for the required inputs (e.g. "Please provide the Full Name and Email Address for this new client")

  4. After you respond with all the required inputs, you will get an email to confirm the Loop.

  5. After you answer "Confirm", the Loop will execute.

  6. You will get an email after the Loop finishes executing.

See this guide:

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