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What is InstaLILY?

The InstaLILY Platform acts as the crucial framework for all solutions provided by Lily, rooted in the belief that while work processes can change, the core structure remains stable. By developing software that mirrors the actual operations of a business, Lily employs a cohesive platform to oversee contracts, connectors, access, testing, deployment, identity, auditing, observability, and runtime capabilities. Instead of creating each solution from the ground up, Lily capitalizes on the existing workflows, systems, data, decisions, approvals, and insights that are integral to the business, designing agents and automations that cater to the unique requirements of the tasks at hand. This includes managing various responsibilities such as quotes, schedules, approvals, follow-ups, routing, service tickets, inventory verifications, contract stipulations, and customer communications, as well as tackling other intricate workflows that conventional tools struggle to address. The platform guarantees uniformity across all solutions by upholding standards for typed and versioned contracts, defined permissions, explicit schemas, executable examples, informative error messages, observable behaviors, comprehensive testing, conformity checks, and secure upgrade pathways. Thus, Lily not only boosts operational effectiveness but also fosters the effortless incorporation of new functionalities as business demands evolve. In this way, the platform becomes a vital asset for businesses striving to remain agile and responsive in a constantly shifting landscape.

What is Caddi?

Caddi is a cutting-edge platform designed to enhance back-office efficiency by utilizing artificial intelligence to detect and automate repetitive tasks within the tools your team already uses. It achieves this by examining user interactions across various connected systems, needing only read-only access, to identify manual tasks that are carried out frequently, ranking them according to potential time savings and reliability, while also indicating which workflows should be prioritized for development. The onboarding process for Caddi is akin to training a new team member; you guide it by sharing your screen, verbally outlining each task, clarifying rules, managing exceptions, and iteratively improving the workflow through discussion. Once onboarded, Caddi establishes an automated loop that integrates fluidly with your current tools, continuously monitoring for any irregularities that may need additional scrutiny. The platform employs deterministic programming for tasks requiring high precision and leverages AI for decision-making scenarios, ensuring consistent treatment of identical inputs. Every task execution is thoroughly documented and can be replayed, offering transparency into the automation's decisions, the reasoning behind those decisions, and the permissions that were utilized. This detailed documentation not only bolsters accountability but also promotes ongoing enhancement, enabling users to assess and refine the automated processes over time, ultimately leading to increased efficiency and productivity. By continuously iterating on its automation capabilities, Caddi helps teams adapt to evolving workflows and challenges in their operations.

Media

Media

Integrations Supported

Box
Charles Schwab
Dropbox
Fidelity
Google Cloud Platform
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Notion
Salesforce
Slack
Zoom

Integrations Supported

Box
Charles Schwab
Dropbox
Fidelity
Google Cloud Platform
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Notion
Salesforce
Slack
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$250 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

InstaLILY

Date Founded

2023

Company Location

United States

Company Website

www.instalily.ai/platform

Company Facts

Organization Name

Caddi

Date Founded

2024

Company Location

United States

Company Website

www.trycaddi.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Caddie Reviews & Ratings

Caddie

Caddie Limited