The Adoption page in Govern shows every process Caddi knows about across your organization, from work it is already doing to repeat work it has found that nobody is automating yet.
To open it, select Govern → Adoption in the left sidebar.
Who can see this page: Organization owners and admins, plus team admins for the teams they manage. Point Caddi at a problem is available only to organization owners and admins.
Adoption metrics by team
At the top of the page, a headline tells you how many processes Caddi is running across your organization. Below it, the stage strip sorts every process into three stages:
Live: Caddi does this work today. Shows how many runs happened in the selected time range.
Coming next: Being built or tested in Studio.
Found, not started: Repeat work Caddi has spotted that nobody is building yet. Shows the estimated hours of work involved.
Click any stage to see the processes in it.
View by team or by process type
Use the Team / Process Type toggle to change how the breakdown is grouped. Each row shows:
Live: processes Caddi is running for that team or type
Still open: processes that are found or in progress but not yet live
Click a row to drill into that team or process type.
Filter and search
Date range: Choose Daily, Weekly, Monthly, or Quarterly to change the activity window.
Team: Narrow the page to a single team.
Search: Type part of a process name to find it quickly.
Click any process to open its details panel. For a live loop, you’ll see:
Runs and actions taken over time
People impacted
When it was first seen and last updated
Owner and team
A link to go straight to the loop
See discoveries found across teams
Caddi watches activity across your connected tools and flags repeat work that could be automated. These discoveries show up as Found, not started processes, grouped by the team they belong to. You can see what each team is spending time on, even if nobody there has started building automations yet.
Click a discovered process to see:
What Caddi observed and how the work is done today
How many people the work affects
The estimated hours per month, based on observed activity
Where to Go Next
The Where to Go Next section highlights where to focus:
Biggest single opportunity: The discovered process with the most estimated hours per month.
Most discovered work: The team or process type with the most open processes.
Landing soon: Processes being built or tested right now.
Click any card to jump to that process or group.
Point Caddi at a problem and receive an executive report
If you already know where something is slow or painful, you can ask Caddi to investigate it directly. Caddi reads activity across your connected tools and returns a research report with measured opportunities.
Start an investigation
On the Adoption page, click Point Caddi at a problem in the top right.
Describe the problem in plain language, for example: “Our new-account backlog keeps growing and rejections are up since the summer.”
Click Start investigating.
Results usually arrive within minutes.
View your reports
Every investigation appears in the Investigations list near the bottom of the Adoption page. Reports still in progress update on their own while the page is open. Click a completed report to open it.
Executive summary
Premise: whether the problem you described holds up
Current process: how the work is done today
Volumes and time
Bottlenecks
Recommendations
Methodology: which teams were sampled and which tools were read
Download as PDF
Click Download PDF on any completed report to share it with leadership. The first page stands on its own, with the headline, scope, date, summary, top recommendations, and key numbers.