Open any loop and read a plain-language description of what it actually does. Plus audit log exports, Require SSO for your organization, and 23 new integrations.
🚀 Every loop explains itself
Understanding someone else's loop meant reading a diagram and inferring intent from the shape of it. Manageable for a loop you built last week. Harder for one a colleague built in March, or one you have inherited from someone who has left the firm — and harder still to hand to a partner who wants to know what the automation does before trusting it with client work.
Now every loop carries a written description of what it does, in plain language, sitting beside the diagram. It cites its sources, so you can see which part of the recording a given claim came from, with stills from that moment. It marks each input's current value inside the text, so you are reading the loop as it is actually configured rather than in the abstract. It updates when the loop does, so it does not go stale.
Two more things you can do with it. You can put a test version's description side by side with the live one and read exactly what your change did, in words, before you make it live. And you can scroll back through a loop's published descriptions over time to see how it has evolved.
Who can read it. Access follows the loop — anyone who can open a loop can read its description. If a loop is shared with you, so is the explanation.
✨ New features
Point at a step while you're talking about it — click a step in the Loop Studio diagram and drop it straight into the chat as linked context, so "this step" means the step rather than a description of it. You can also select text and quote it back as a reply, the way you would in any thread.
Your description is written out after a test publish — publish a test version and the description comes back written in Loop Studio, so you can read what you just built without leaving.
Look across teams for work worth automating — organization admins can now run a Discovery investigation over teams they choose, from inside Govern, rather than one person at a time. Needs Govern enabled on your plan.
Add people to a team in bulk — add existing members to a team from the team drawer, several at once, instead of one by one.
🏢 For organization admins
Audit log. The audit log inside Govern is faster, the filters are better, times are handled correctly, and you can export what you're looking at as CSV or PDF for a committee pack or an auditor. Events are also attributed properly to the person who caused them, so a row in the log names who actually did the thing. The audit log needs Audit enabled on your plan, and is visible to organization owners and organization admins.
Require SSO. You can now require every member of your organization to sign in through your identity provider. Once it's on, disabling someone in your IdP ends their Caddi access. Before you turn it on, Caddi shows you which members haven't yet signed in through SSO, so you can see who'd be locked out.
Before you enable it. Once an SSO connection is linked to your organization, members join by signing in through your identity provider rather than by invitation. Plan ahead for anyone who works outside your IdP, such as contractors.
Require SSO needs Enterprise SSO enabled on your plan, and an SSO connection already linked. Setup: Enterprise SSO Setup. Sign-in failures also now explain themselves: when an account can't be provisioned, you get the actual reason instead of a generic error.
🔌 New integrations
Twenty-three this month, including:
Tamarac — bring portfolio, account, and client data from Tamarac into your loops. Set up Tamarac (Advanced)
PACER — let loops pull federal court dockets and case records. Set up PACER (Advanced)
USPTO — work with trademark and patent data, through both TSDR and the Open Data Portal. TSDR · Open Data Portal (Advanced)
SimpleLegal — bring matters, invoices, and vendor data into your loops. Set up SimpleLegal (Advanced)
Bill4Time — let loops work with time entries, clients, and billing. Set up Bill4Time (Advanced)
Bill.com — move accounts payable and receivable work into your loops. Set up Bill.com (Advanced)
Karbon — connect your practice workflow and client tasks. Set up Karbon (Advanced)
Snowflake — let loops query your firm's warehouse directly. Set up Snowflake (Advanced)
Also new this month: Granola, Expensify, Mercury, Coda, Acuity Scheduling, Dext, Fax.Plus, SRFax, Relevance AI, and Buffer. Connections marked Advanced need Advanced integrations enabled on your plan and include registering your own OAuth application; the General Integration FAQ explains the difference.
🔧 Improved
Connections do more out of the box — actions across recently added integrations are now switched on by default, so a connection arrives able to perform its full set of actions rather than needing pieces turned on first.
A cleaner run history and loop list — both are easier to scan, so finding the run or the loop you need takes less scrolling.