AI-native automation
Automate work across
8x8 and 
Morningstar AdviserLogicby 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 Morningstar AdviserLogic together.
Discover, automate and govern the work between 8x8 and Morningstar AdviserLogic
Caddi AI Agents find the repetitive handoffs between 8x8 and Morningstar AdviserLogic, 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic in lockstep.
- 02
Automate
Show them the 8x8 and Morningstar AdviserLogic 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 Morningstar AdviserLogic is logged and replayable, and anything unusual is flagged to a person instead of guessed.
Help me automate soA prep packet in 8x8 and Morningstar AdviserLogic. 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 Morningstar AdviserLogic together
At an RIA the work between 8x8 and Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect 8x8 and Morningstar AdviserLogic?
8x8 and Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against 8x8, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.