A forty minute review becomes a note in the firm’s format, four dated tasks, a logged recommendation, and a draft the advisor sends herself.
Caddi Technologies LLC
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Latest from Caddi Technologies LLC - Page 2
Salesforce ETL Tools
The three categories of Salesforce ETL tooling, what each is actually for, and the input type none of them handle.
Before You Hire a Salesforce Developer
What the role costs in 2026, the nine jobs firms actually hire for, seven ways to cover that work, and when hiring is genuinely the right call.
7 Agentforce Alternatives in 2026
Caddi, Copilot Studio, ServiceNow AI Agents, Sierra, Decagon, n8n and Lindy, with pricing, fit, and the Data Cloud cost people miss.
CRM Data Entry Automation
Where CRM data entry actually comes from, why connectors only cover part of it, and how to pick the right automation for each input.
Caddi's launch announcement is live on AP News
The Aug 24 launch release went out over PR Newswire and is now carried on AP News: an AI agent that discovers a firm’s repetitive work, is trained on each process the way you would train a new hire, and…
Caddi in Artificial Lawyer: legal AI works, so why is the return so hard to find?
Our CEO Alejandro Castellano wrote for Artificial Lawyer on legal tech’s most uncomfortable conversation: the tools work and the P&L still can’t see them. The return is real, it just lives in the business of law, the non-billable work no…
Caddi Launches an AI Agent That Builds and Governs a Firm's Back-Office Agents
The Aug 24 launch release. The agent finds the repetitive work running inside a firm’s own systems, is trained on each process the way a new hire would be, presses on the edge cases until it has them right, and…
Caddi is a 2026 XYPN AdviceTech Competition finalist
Out of 60 applicants, six companies were selected to demo live at XYPN LIVE 2026 in San Diego, and Caddi is one of them. The finalists compete on the Expo Stage September 30 for Best in Show and Advicer’s Choice.
Why AI Agents Fail on Long-Running Tasks
On the leading real-world benchmark the best agents finish about 30% of professional tasks, and finance and HR score worse than that. Reliability decays exponentially with length and starts degrading at step two. The math, why a bigger model does…