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Caddi Product Limitations

What Caddi Can and Can’t Do (Yet)

Updated this week

Why this matters:

Caddi is designed for non-technical professionals, but our “just show us” approach can sometimes cause confusion about what the AI can realistically automate in a reliable way. This page exists to set clear expectations—so you know exactly where Caddi shines and where it still needs a human touch.

✅ What Caddi Can Do Today

  • Record and understand browser-based and desktop workflows (always try to use the browser version—it’s more reliable.)

  • Automate tasks in standard cloud tools (e.g. create a new lead in Salesforce, send a contract for signature over Docusign, drafting an email for a client with Gmail - [full list here])

  • Handle conditional logic, loops, and basic decision trees

  • Use AI tools for:

    • Auto-fill fillable PDFs

    • Pull structured data from clean, well-formatted documents (e.g. tables in PDFs)

    • Rewrite or summarize text (e.g. emails)

⚠️ What Caddi Can’t Do (Yet)

  • Access or interact with general-purpose websites (e.g. Wikipedia, blogs, government portals)

  • Make subjective calls — if it needs human judgment, it still needs a human

  • Read or extract data from scanned documents, images or hand-written documents

🔄 Coming Soon

  • Advanced AI tools:

    • OCR for scanned documents

    • Smart item search in long documents

    • Web scraping

  • Human-in-the-loop:

    • Requesting user confirmation for handling exceptions (e.g. “We found 2 clients named John Smith — which one should we use?”)

🛠️ Tool-by-Tool Capabilities

Tool

What You Can Do with Caddi

Salesforce

- Add or update contacts, leads, and other records
- Attach files, notes, and documents
- Search or auto-create records if missing
- Link related records (e.g., accounts + contacts)
- Convert leads to clients
- Add leads to campaigns
- Run reports and dashboards
- Automate business workflows
- Manage users, permissions, and custom fields
- Work with custom objects and UI components
​

DocuSign

- Send documents for e-signature
- Use saved templates
- Track status and download signed copies
- Set up signer order and roles
- Allow embedded signing
- Send to multiple people at once
- Manage user accounts and settings
​

Gmail

- Send and receive emails
- Create and manage drafts
- Add or manage labels and folders
- Search, filter, and organize emails
- Handle attachments
- Manage threads and conversations
- Set up email workflows and automations
- Manage signatures and email settings
​

Slack

- Send messages to users, channels, and private groups
- Create and manage public/private channels
- Upload files and attachments
- Edit or delete messages
- Manage users, memberships, and roles
- Set channel topics and user status
- Search across messages and users
- Handle reminders, webhooks, and custom integrations
​

[📄 View full list of supported tools here]

📣 How to Help Us Help You

  • When recording, focus on tasks with visible, repeatable patterns

  • If in doubt, ask: “Would I trust an intern to do this from a recording?” If yes—Caddi probably can too.

Related Articles
Introduction to Caddi
DocuSign Setup
Tool-by-tool Capability
Microsoft Setup
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