AI-native automation

Connect Adobe Acrobat and Black Diamond with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

Caddi can…
Adobe AcrobatProductivity
Caddi can…
Black DiamondFinance
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Adobe Acrobat and Black Diamond together

  • 01

    Generate report in Black Diamond when new pdf uploaded in Adobe Acrobat.

    Caddi watches Adobe Acrobat for new pdf uploaded and generate report in Black Diamond — no copy-paste, no missed records.

  • 02

    Create PDF in Adobe Acrobat when report generated in Black Diamond.

    Caddi watches Black Diamond for report generated and create pdf in Adobe Acrobat so the two systems stay in lockstep.

  • 03

    Find account in Black Diamond from Adobe Acrobat events.

    When pdf processed happens in Adobe Acrobat, Caddi find account in Black Diamond with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Adobe Acrobat and Black Diamond

  • Adobe Acrobat

    New PDF uploaded

    Triggers when a PDF is added to your Acrobat account.

  • Adobe Acrobat

    PDF processed

    Triggers when an OCR or extraction job finishes.

  • Adobe Acrobat

    Create PDF

    Generate a PDF from a document, image, or template.

  • Adobe Acrobat

    OCR a PDF

    Run OCR over a scanned PDF and return searchable text.

  • Adobe Acrobat

    Extract content

    Pull structured text or fields from a PDF.

  • Adobe Acrobat

    Combine PDFs

    Merge multiple PDFs into one ordered document.

  • Adobe Acrobat

    Apply protection

    Password-protect or restrict permissions on a PDF.

  • Black Diamond

    Report generated

    Triggers when a performance or review report finishes rendering.

  • Black Diamond

    Account updated

    Triggers when an account's holdings, value, or details change.

  • Black Diamond

    New account added

    Triggers when a new account is added to a household.

  • Black Diamond

    Billing run completed

    Triggers when a fee billing run finishes for the period.

  • Black Diamond

    Generate report

    Run a performance, holdings, or review report for a household.

  • Black Diamond

    Find account

    Look up an account or household by name, ID, or custodian.

  • Black Diamond

    Export performance data

    Pull performance, positions, or billing figures for a date range.

  • Black Diamond

    Update household

    Write household or account metadata back to Black Diamond.

Common questions

How does Caddi connect Adobe Acrobat and Black Diamond?

Adobe Acrobat and Black Diamond just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Adobe Acrobat and Black Diamond end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Adobe Acrobat and Black Diamond to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + Black Diamond 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Adobe Acrobat and Black Diamond?

Drop your work email and we'll show you Caddi running end-to-end against Adobe Acrobat, Black Diamond, and the rest of your stack.