AI-native automation
Automate work across
8x8 and 
Addeparby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
See it on your stack
See Caddi run 8x8 and Addepar together.
Discover, automate and govern the work between 8x8 and Addepar
Caddi AI Agents find the repetitive handoffs between 8x8 and Addepar, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
- 01
Discover
Caddi AI Agents watch how work moves between 8x8 and Addepar and rank the repetitive handoffs by the hours they would give back, with the evidence attached. On this pair that usually starts with keep 8x8 and Addepar in lockstep.
- 02
Automate
Show them the 8x8 and Addepar task once, the way you would train a new hire. They build it as verified code and run it across both tools, and any other tool the job touches.
- 03
Govern
Every automation is reviewed before it runs in production. Every run across 8x8 and Addepar is logged and replayable, and anything unusual is flagged to a person instead of guessed.
Help me automate client review in 8x8 and Addepar. Caddi builds the loop and runs it.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use 8x8 and Addepar together
At an RIA the work between 8x8 and Addepar is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Keep 8x8 and Addepar in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across 8x8 and Addepar
- Addepar
Check job status
Returns the current status, progress, and metadata of a portfolio job Poll until status is terminal before calling AddeparDownloadJobResults.
- Addepar
Check transaction job status
Returns the current status, progress, and metadata of a transaction job Poll until status is terminal before calling AddeparDownloadTransactionJobResults.
- Addepar
Download file
Downloads a file binary from Addepar by file ID and persists it to S3 Returns the S3 object key for use by subsequent activities.
- Addepar
Download generated report
Downloads the zipped binary bundle for a completed generated report and persists it to S3 The S3 object key is returned for use by subsequent activities (e.g., email attachments, document parsers).
- Addepar
Download job results
Downloads the result file from a completed portfolio job and persists it to S3 Use after AddeparCheckJobStatus reports a terminal completed status.
- Addepar
Download transaction job results
Downloads the result file from a completed transaction job and persists it to S3 Use after AddeparCheckTransactionJobStatus reports a terminal completed status.
- Addepar
Find arguments
Lists all shared Addepar argument definitions, or returns a specific argument by key Use to discover valid argument keys to pass into AddeparListAttributeArguments or AddeparRunPortfolioQuery.
- Addepar
Find attributes
Lists Addepar attributes filtered by name/category/usage/output_type (paged) or fetches a specific subset by attribute_keys Use before AddeparRunPortfolioQuery to discover valid column keys.
- Addepar
Find entity by external ID
Resolves an (external_type_key, external_id) pair to its Addepar entity ID Critical for CRM/custodian integrations where the workflow starts from a non-Addepar identifier.
- Addepar
Find generated reports
Lists generated reports filtered by report_id, entity, group, or creation date (paged) or fetches one by generated_report_id Use to poll completion before AddeparDownloadGeneratedReport.
- Addepar
Find groups
Lists Addepar groups filtered by group_type/IDs/creation/modification dates (paged), or resolves group IDs from display_names/external_ids Use to identify groups for portfolio inputs to AddeparRunP…
- Addepar
Get entity
Returns the entity record including all standard attributes, custom attributes, and relationship references for a given entity ID.
- Addepar
Get group members
Lists all entity records that belong to a given group ID Use to expand a group into its constituent entities before per-entity operations.
- Addepar
Get snapshot
Retrieves a position snapshot record by ID, returning the owner/owned references and attributes captured at the snapshot's effective date.
- Addepar
Get transaction
Returns the full record for one Addepar transaction by ID.
- Addepar
List attribute arguments
Lists all argument definitions for a specific attribute Required when calling AddeparRunPortfolioQuery with attributes that take arguments (e.g., time periods, benchmarks).
- Addepar
List contacts for entity
Lists contact records linked to a given entity (e.g., trustees, advisors, beneficiaries) Returns emails and contact metadata for downstream Client Portal publishing or notifications.
- Addepar
List portfolio views
Returns all portfolio analysis views the user has access to, with id and metadata for each view Used to discover which pre-built views can be run via AddeparRunPortfolioView.
- Addepar
List positions for entity
Lists position records held by a given entity Returns holdings detail (security id, units, market value) suitable for portfolio composition reporting.
- Addepar
List reports
Returns a list of saved report templates, optionally filtered by associated entity/group and creation/modification dates Used to discover which reports can be generated via AddeparGenerateReport.
- Addepar
List transactions for entity
Lists raw transaction records for a specific entity over a date range, optionally filtered by transaction type Use when you need transaction-level detail rather than aggregated analytics.
- Addepar
Search entities
Returns a list of Addepar entities filtered by name, model type, or other attributes Used to resolve a human name or partial identifier to an Addepar entity ID before running portfolio queries.
- Addepar
Generate report
Initiates asynchronous generation of a saved report for one or more portfolios, returning a job ID.
- Addepar
Publish files to portal
Publishes one or more previously uploaded Addepar files to the Client Portal, optionally scoped to a portfolio and notifying associated contacts.
- Addepar
Run portfolio query
Runs a dynamic portfolio query with caller-supplied columns, groupings, date range, and portfolio reference Pair with AddeparFindAttributes for safe attribute/argument discovery.
- Addepar
Run portfolio view
Runs a pre-configured portfolio view by ID for a given portfolio (entity, group, or firm-level) over a specified date range, returning hierarchical analysis results.
- Addepar
Run transactions query
Runs a dynamic transactions query with caller-supplied columns, groupings, date range, and portfolio reference.
- Addepar
Run transactions view
Runs a pre-configured transactions view by ID for a given portfolio over a date range, returning hierarchical transaction analysis results.
- Addepar
Submit portfolio job
Submits a portfolio analytics job for asynchronous server-side processing, returning a job ID.
- Addepar
Submit transaction job
Submits a transactions job for asynchronous server-side processing, returning a job ID.
- Addepar
Upload file
Uploads a file (previously written to S3 by another activity) into Addepar and optionally associates it with the supplied entity and group IDs.
Common questions
How does Caddi connect 8x8 and Addepar?
8x8 and Addepar just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against 8x8 and Addepar end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect 8x8 and Addepar to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + Addepar loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs 8x8 and Addepar with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate 8x8 and Addepar?
Drop your work email and we'll show you Caddi running end-to-end against 8x8, Addepar, and the rest of your stack.
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