Get up and running with Caddi in minutes — updated for the current Caddi UI, loop versions, and Loopy.

Caddi turns a process you already do by hand into an automation, called a Loop. Record yourself doing the task once, and Caddi documents it, builds an automation for it, and lets you test it safely before it ever touches real work. This guide walks through your first Loop end to end, then points you to the newer capabilities worth knowing about: editing a Loop just by asking, safely testing changes with versions, organizing your team, and running Loops on a schedule.

Part 1: Build your first Loop

1. Install the Caddi Recorder extension

Caddi records your screen through a Chrome extension, so it needs to be installed first.

Open the Chrome Web Store listing and click "Add to Chrome."
Pin the extension (click the puzzle-piece icon in Chrome’s toolbar, then the pin next to Caddi) so it’s always one click away.

Full walkthrough: Installing Caddi Recorder Chrome Extension.

2. Record your first Loop

Use the extension to screen-record the process you want automated — narrate what you’re doing and why as you go. Caddi turns this into a Loop and starts documenting it.

If your microphone drops out mid-recording, Caddi now warns you in the moment rather than after the fact, so you don’t lose the narration.

3. Review the documentation

Once it’s ready, review what Caddi captured:

A visual workflow diagram of every step, with each tool’s logo, a plain-language name, and a short "what this Loop does" summary at the top.
The screenshots behind each step — these are now interactive, so you can pan and zoom into any one to see exactly what happened on screen.

If anything looks off, you can message support directly from the Loop, or (see Part 2) just ask Loopy to fix it.

4. Test the Loop

Every Loop now goes through a Test version before it’s live. From the same Automation tab, click Test Loop and run it — you’ll see the run play out on the workflow diagram and can compare it against past runs without leaving the page. Testing is required before a Loop can be made live, so nothing untested replaces a working automation.

5. Make it live

Once a test run looks right, click Make it Live (or Publish Loop) to promote it from Test to Active. You’ll be asked to lock any inputs that shouldn’t change between runs.

6. Run it

From here, you can run the Loop:

From Caddi’s website — open the Loop and click Run Loop.
On a schedule — see "Automate on a schedule" below.

The email you get when a run finishes now includes the run’s results, so you can see the outcome without opening Caddi.

Part 2: Worth knowing from here

These aren’t required to get your first Loop running, but they’re the capabilities you’ll likely reach for next.

Ask Loopy for changes, in plain language

Want to tweak a Loop without opening the editor? Click the chat button in the bottom-right corner of any page, tell Loopy what needs to change, and it will make the edit for you — in most cases in under 10 minutes. If Loopy can’t complete the change itself, it hands the request to support. You can also increasingly build or edit a whole Loop just by describing what you want.

Full Walkthrough: How to request a change to your loop

Edit safely with Loop versions

Editing a live Loop used to mean risking the version people depend on. Now a Loop can have an Active version and a Test version at the same time: make changes, test the new version on its own, and only promote it to Active once you’re satisfied. The Active version keeps running, untouched, the whole time.

A few other things Loops can do now

Search the web and read web pages, with no extra setup.
Pull structured data out of documents and images — including scans and photos — with a confidence score on each value.