AI-native automation
Automate work across
Affinity and 
Black Diamondby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Affinity and Black Diamond 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.
- 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
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.
Practical ways to use Affinity and Black Diamond together
- 01
Keep Affinity and Black Diamond in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Affinity and Black Diamond
- 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 Affinity and Black Diamond?
Affinity 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 Affinity 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 Affinity and Black Diamond to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Affinity + 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 Affinity and Black Diamond?
Drop your work email and we'll show you Caddi running end-to-end against Affinity, Black Diamond, and the rest of your stack.