Caddi Product Limitations | Caddi Help Center

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, batches, and basic decision trees
Use AI tools to:
- Fill fillable PDFs
- Extract data from clean, well-formatted documents (e.g. tables in PDFs)
- Extract data from well-formatted scanned documents using OCR (e.g. computer-printer checks, invoices)
- Rewrite or summarize text (e.g. emails)

⚠️ What Caddi Can’t Do (Yet)

Interact with general-purpose websites (e.g. Wikipedia, blogs, government portals)
Read or extract data from hand-written documents (e.g. forms filled out by hand).
Visually edit documents — Caddi cannot modify the appearance of Word, Excel, or PDF files (e.g., deleting extra spaces, changing font styles, applying bold formatting).
- However, small tweaks on your side (like making a PDF fillable or updating a template), can make the process automatable. See common examples here.
Execute steps it hasn’t seen — Caddi can only automate actions you’ve explicitly demonstrated during the recording. If it’s not shown, it won’t be assumed.
Make subjective calls — if it needs human judgment, it still needs a human.

🔄 Coming Soon

Advanced AI tools:
- 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.

Introduction to Caddi

Ringcentral Setup

Tool-by-tool Capability

Microsoft Setup

Making Your Process Automatable