Calendly + Caddi

Automate solo practice workflows with Calendly + Caddi.

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overview

After Calendly schedules a meeting, Caddi takes care of the repetitive practice workflows that usually eat up a solo practice's afternoon. When a meeting is booked, cancelled, or no-showed, Caddi logs it to your CRM (Wealthbox, Redtail, HubSpot, Salesforce), pulls a prep packet from your planning and portfolio tools, and after the call writes the note, opens follow-up tasks, and sends the next step — e-signature, engagement letter, or invoice. You teach it once by screensharing your workflow; it runs as verified code every time after that.

Funktionen + Vorteile

Teach it, don't build it.

Screenshare the work you do after a booking. Caddi captures the steps, asks about the edge cases, and builds the loop. No code.

Runs across your whole stack.

One Calendly trigger can reach your CRM, planning tool, e-signature, and document system. 170 integrations connected.

Audit every decision.

Run History shows every run and every call it made, searchable and replayable. Anything out of the ordinary is flagged to you, not guessed at.

Einfacher Zugriff für einfache Buchungen

Teilen Sie Ihren Calendly-Link direkt in Ihrem Browser, damit Sie Meetings ohne großes Hin und Her planen können

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