AI-native automation
Automate work across
Adobe Acrobat and 
Practifiby 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.
Help me automate client onboarding intake in Adobe Acrobat and Practifi. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Adobe Acrobat and Practifi together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Adobe Acrobat and Practifi together
- 01
Create client in Practifi when new pdf uploaded in Adobe Acrobat.
Caddi watches Adobe Acrobat for new pdf uploaded and create client in Practifi — no copy-paste, no missed records.
- 02
Create PDF in Adobe Acrobat when new client in Practifi.
Caddi watches Practifi for new client and create pdf in Adobe Acrobat so the two systems stay in lockstep.
- 03
Launch process in Practifi from Adobe Acrobat events.
When pdf processed happens in Adobe Acrobat, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across Adobe Acrobat and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect Adobe Acrobat and Practifi?
Adobe Acrobat and Practifi 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 Adobe Acrobat and Practifi 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 Adobe Acrobat and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + Practifi 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.
Ready to automate Adobe Acrobat and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Adobe Acrobat, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.