AI-native automation
Automate work across
Adobe Sign and 
Black Diamondwith Caddi AI Agents.
Automate anything you do across Adobe Sign, Black Diamond, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Adobe Sign and Black Diamond
Connect Adobe Sign to Caddi
Allow1Sign in to Adobe Sign
One click with your own Adobe Sign login. No API keys.
Connect Black Diamond to Caddi
Allow2Sign in to Black Diamond
The same click again. Both tools are connected.
Generate report in Black Diamond when agreement completed in Adobe Sign.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Adobe Sign and Black Diamond together
At an RIA the work between Adobe Sign and Black Diamond 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
Generate report in Black Diamond when agreement completed in Adobe Sign.
Caddi watches Adobe Sign for agreement completed and generate report in Black Diamond. No copy-paste, no missed records.
- 02
Send agreement for signature in Adobe Sign when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and send agreement for signature in Adobe Sign so the two systems stay in lockstep.
- 03
Find account in Black Diamond from Adobe Sign events.
When agreement sent happens in Adobe Sign, Caddi find account in Black Diamond with the right context attached.
Actions Caddi can take across Adobe Sign and Black Diamond
- Adobe Sign
Agreement completed
Triggers when all signers have completed an agreement.
- Adobe Sign
Agreement sent
Triggers when an agreement is sent for signature.
- Adobe Sign
Agreement declined
Triggers when a signer declines an agreement.
- Adobe Sign
Send agreement for signature
Send a document or template out for e-signature.
- Adobe Sign
Use template
Send an agreement built from a reusable widget or template.
- Adobe Sign
Download signed PDF
Download the executed PDF and certificate of completion.
- Adobe Sign
Send reminder
Nudge signers who haven't completed yet.
- 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 Sign and Black Diamond?
Adobe Sign and Black Diamond 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 Sign and Black Diamond 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 Sign and Black Diamond to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + 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 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 Adobe Sign and Black Diamond 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 Adobe Sign and Black Diamond?
Drop your work email and we'll show you Caddi running end-to-end against Adobe Sign, Black Diamond, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.