Learn a process from a conversation, a screen recording, or both. Browser-based work is captured in the most detail — always use the browser version of a tool where one exists.

Automate tasks in standard cloud tools — create a lead in Salesforce, send a contract for signature through DocuSign, draft a client email in Gmail, file a document in iManage or NetDocuments. Full list here.

Handle conditional logic, batches and decision trees — including running a loop over a batch of items and letting you choose which items a given run processes.

Search the web and read web pages, returning the page as clean text. No extra setup.

Use AI steps to:

Edit spreadsheet and document formatting where the tool's API supports it — in Excel, number formats, fonts, fills, borders, alignment, row heights and column widths; in Google Docs, bold, italic, underline, font size and family, colours, alignment, spacing, margins, named styles and lists.

Restyle a Word document or an existing PDF. Caddi can fill, split, merge, read and generate PDFs, but it cannot change how an existing PDF looks, and it has no formatting control over .docx files. (Excel and Google Docs formatting is supported — see above.)

Invent steps you never mentioned. Caddi automates what you describe to Loopy or demonstrate in a recording. It will not assume an unstated step — if a rule, an exception or a destination matters, say it or show it. (You do not always need to record: many loops are built from conversation alone, and Loopy asks for a walkthrough only when seeing the work adds something.)

Make subjective calls. If a step needs human judgement, it still needs a human.

Start a loop automatically when something happens in another tool. Loops run when you run them, or on a schedule. Loops do not start from an event in another tool. A frequent schedule is the closest equivalent.

Stop mid-run to ask you a question. When a loop hits an exception — two matching client records, a value it cannot resolve — it does not pause and ask. It records the outcome and the run comes back marked Needs Review for you to sort out afterwards. Step-by-step pausing is available when you test a loop in Loop Studio, not on a live or scheduled run.

Read unlimited documents. AI document extraction caps a PDF at 100 pages and 50MB, and an image at 20MB. Split larger files first.

Pick processes with visible, repeatable patterns.

Name the rules and the exceptions out loud — in the chat or while recording. The reasons behind your choices are what become the loop's logic.

If in doubt, ask: "Would I trust a new colleague to do this from one walkthrough?" If yes, Caddi probably can too.