Why this matters:
Caddi makes it simple to automate repetitive processes by recording how you already do them. In most cases, one recording is enough for us to build an automation that runs across every client, document, or workflow.
Sometimes, though, there are small manual adjustments in your current process that block full automation. The good news: once these are fixed, Caddi can take over end-to-end.
This page collects the most common examples so your team knows what to look out for.
✅ Common Examples
Visually editing Word documents
👉 Example: You have to manually update the font, bold, or delete a certain text.
🛠️ Fix: If you update the template with these visual adjustments, Caddi can run the automation consistently without manual corrections.
Non-fillable PDFs
👉 Example: Forms that require you to add data, but the PDF doesn’t have form fields—forcing you to drag and adjust text boxes manually.
🛠️ Fix: Making the PDF fillable allows Caddi to place data automatically instead of relying on manual visual adjustments.
Inconsistent names or labels across systems
👉 Example: Sometimes the client name differs slightly between tools, but a case/household ID is consistent.
🛠️ Fix: Show Caddi where that ID is, so it knows to use it. Caddi can also search and handle small differences in names, but this can be error-prone if multiple clients/households have the same or very similar names.
⚠️ What Happens If These Fixes Aren’t Made
Caddi can still automate parts of the process, but it won’t be able to run the workflow end-to-end. That means more manual edits, more exceptions, and less time saved.
🔄 The Impact of Fixing Them
When these small issues are addressed, Caddi can automate 100% of the workflow—not just part of it. That means fewer manual edits, no repetitive fixes, and more efficiency across your team.
📣 How to Help Us Help You
If you notice a recurring manual step that’s blocking full automation—like adjusting text, fixing a PDF, or reformatting data—let us know and we’ll guide you on how to update it.
📩 Just send us a message in Intercom with your example, and we’ll help you solve it (and add it to this list so others can benefit too).