@Calendly + Caddi: Turning Booked Meetings into Finished Work with AI Agents
An intro call ends. Caddi writes the note, updates Wealthbox, drafts the follow-up, sends the agreement and files the signed copy. Not ready yet? Follow-up only, no paperwork.
https://t.co/AF1hY4OBtn
We've been asking strangers how AI shows up in their work. First we have to guess what that work is.
She works at a dental office. No AI yet, but she named three jobs for it in five seconds: calls, insurance payments, insurance verification.
That's what Caddi does.
We've been asking strangers how AI shows up in their work. First we have to guess what that work is.
He works in real estate investment. His team uses AI every day to underwrite deals and write memos.
Caddi does the same for a firm's back office.
We've been asking strangers how AI shows up in their work. First we have to guess what that work is.
She's headed for investment banking. Her take: AI should take the accounting and the repetitive work, and leave the client work to people.
That's how Caddi works.
30 seconds to guess her job.
"Are you an influencer?"
"No, but I'm also not not."
She runs two jobs and hands the inbound requests to Claude. https://t.co/7ob5nbT7EF
Asked a finance ops guy the worst part of his job.
"Same repetitive tasks. Pushing buttons."
He has Copilot. Claude is connected. Still doing it by hand.
Caddi finds that work, then automates it. https://t.co/7ob5nbT7EF
Would you notice if your firm was losing 19,000 hours a year? Most don't.
Caddi Discover reads the tools your firm already uses, finds the work people keep doing by hand, and files the evidence. Then you automate it.
https://t.co/7ob5nbT7EF
"Is it just a macro?"
A macro replays clicks. Change the form and it types the client name into the wrong box.
Caddi maps each field by meaning, so the run keeps going. When something doesn't fit, it tells a person why.
https://t.co/rbhe6nUxys
Most of the work in a firm never gets measured. So nobody automates it.
From our live Q&A: how Caddi finds that work first, down to the hours per year.
Do you know where your team wastes the most time?
Introducing Caddi Discovery: it reads your tools, finds the work you repeat, and ranks it by the hours it costs.
Ten minutes at a time, eight times a week, never written down. 69 hours a year.
https://t.co/7ob5nbT7EF