AI-native automation
Automate work across
8x8 and 
Juniper Squareby 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 Juniper Square together.
Discover, automate and govern the work between 8x8 and Juniper Square
Caddi AI Agents find the repetitive handoffs between 8x8 and Juniper Square, 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 Juniper Square 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 Juniper Square in lockstep.
- 02
Automate
Show them the 8x8 and Juniper Square 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 Juniper Square is logged and replayable, and anything unusual is flagged to a person instead of guessed.
Help me automate capital call in 8x8 and Juniper Square. 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 Juniper Square together
At an RIA the work between 8x8 and Juniper Square 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 Juniper Square 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 Juniper Square
Caddi can still automate 8x8 and Juniper Square; we just haven't catalogued every action here yet. Ask us about your specific workflow.
Common questions
How does Caddi connect 8x8 and Juniper Square?
8x8 and Juniper Square 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 Juniper Square 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 Juniper Square to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + Juniper Square 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 Juniper Square 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 Juniper Square?
Drop your work email and we'll show you Caddi running end-to-end against 8x8, Juniper Square, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.