Knowledge retrieval
Find docs and files
Text Caddy what you are looking for and let it search across connected docs, files, and notes.
Find files with Caddy
Find the latest deck from the fundraising folder and send it to me.
You got it, check the link below for the latest fundraising deck
https://view-slides.com/mesa-seed-deck
The problem
Files are spread across Drive, Notion, Slack, email, and links, so finding the right version can interrupt the work.
How Caddy helps
- Search across connected workspaces.
- Return the likely file, note, or thread with a short explanation.
- Share or save the file where you need it.
Why Caddy is different
Caddy lives in Messages, so the workflow starts where you already text. It can text first when something matters, use connected tools when you allow it, and ask for approval before sensitive actions like sending email or changing calendar details.
What the workflow looks like
- 1
Ask Caddy for the file, doc, note, or link in natural language.
- 2
Caddy searches connected sources for likely matches.
- 3
Caddy sends the result or uses it in the next action.
Texts to try
- “Find the latest fundraising deck”
- “Send me the notes from the customer call last week”
- “Find the receipt I emailed myself yesterday”
Common scenarios
Find the latest version of a file
Caddy can search connected tools and return the likely file with a short explanation.
Recover context from old conversations
Use Caddy when you remember the project, person, or timeframe but not the exact file title.
Turn found files into the next action
After Caddy finds a doc, ask it to send the link, save it, summarize it, or use it in a reply.
Best ways to use it
- Describe the context if you do not know the exact title.
- Mention the person, project, or timeframe associated with the file.
- Ask Caddy to save important files into a canonical folder.
Frequently asked questions
Can Caddy find Google Drive files?
Caddy can search connected file and workspace tools for documents your account can access.
Can Caddy access private files?
Caddy can only retrieve files available to the connected accounts you authorize.