- Automations
- Adobe Acrobat + Black Diamond
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


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.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Adobe Acrobat and Black Diamond
Adobe AcrobatNew PDF uploaded
Triggers when a PDF is added to your Acrobat account.
Adobe AcrobatPDF processed
Triggers when an OCR or extraction job finishes.
Adobe AcrobatCreate PDF
Generate a PDF from a document, image, or template.
Adobe AcrobatOCR a PDF
Run OCR over a scanned PDF and return searchable text.
Adobe AcrobatExtract content
Pull structured text or fields from a PDF.
Adobe AcrobatCombine PDFs
Merge multiple PDFs into one ordered document.
Adobe AcrobatApply protection
Password-protect or restrict permissions on a PDF.
Black DiamondReport generated
Triggers when a performance or review report finishes rendering.
Black DiamondAccount updated
Triggers when an account's holdings, value, or details change.
Black DiamondNew account added
Triggers when a new account is added to a household.
Black DiamondBilling run completed
Triggers when a fee billing run finishes for the period.
Black DiamondGenerate report
Run a performance, holdings, or review report for a household.
Black DiamondFind account
Look up an account or household by name, ID, or custodian.
Black DiamondExport performance data
Pull performance, positions, or billing figures for a date range.
Black DiamondUpdate 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.




