Why this matters
Caddi automates repetitive processes by learning how you already do them. In most cases, describing the outcome to Loopy and recording the process once is enough to build an automation that runs across every client, document, or matter.
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.
Common examples
Visually editing Word documents
Example: you have to manually update the font, bold something, or delete a certain block of text every time.
Fix: put those visual adjustments into the template itself. Caddi can then produce the document consistently without manual corrections.
Non-fillable PDFs
Example: forms that require you to add data, but the PDF has no form fields — forcing you to drag and position text boxes by hand.
Fix: make the PDF fillable. Caddi writes directly into real form fields — text fields, checkboxes, and radio buttons — so the data lands in the right place every time instead of relying on visual positioning.
Password-protected PDFs
Example: a template or incoming document is encrypted with a password.
Fix: supply the file without a password. A loop stops on a document that requires one.
Inconsistent names or labels across systems
Example: the client name differs slightly between tools, but a case or 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 gets error-prone when several clients or households have the same or very similar names.
Steps that happen outside the browser
Example: part of the process runs in a desktop application, or through a plugin such as a CRM add-in inside Outlook.
Fix: use the web version of the tool and record there. The Caddi Recorder captures what happens in Chrome; record in the web application itself rather than through a plugin or add-in.
What happens if these fixes aren't made
Caddi automates the parts of the process it can reach, and the manual steps remain. 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 the whole workflow rather than part of it — fewer manual edits, no repetitive fixes, and more time back across your team.
How to help us help you
If you notice a recurring manual step that's blocking full automation — adjusting text, fixing a PDF, reformatting data — tell Loopy in Loop Studio. It can usually suggest the change, and will connect you with the Caddi team if the fix needs a person.
You can also message us in Intercom with your example, and we'll help you solve it.