Knowledge retrieval
Find docs and files
Text Caddy the file you need and what to do with it. It can find the receipt in email, save it in Drive, or prepare the document to send.
Find the hotel receipt from our Chicago trip in my email and save it in my Travel receipts folder in Drive
Found the hotel receipt and saved it in Travel receipts as “Chicago hotel receipt.pdf”.
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. Text it what needs doing, and it can work across websites and connected apps to finish the job. Review outgoing emails, invitations, and purchases before they go through.
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 hotel receipt in my email and save it in my Travel receipts folder.”
- “Find the supplier quote and prepare an email to my business partner for review.”
- “Save the warranty from that confirmation email in my Home documents folder.”
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.
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