AI-native automation
Connect Airtable 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 Airtable and Black Diamond together
- 01
Generate report in Black Diamond when new record in Airtable.
Caddi watches Airtable for new record and generate report in Black Diamond — no copy-paste, no missed records.
- 02
Create record in Airtable when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create record in Airtable so the two systems stay in lockstep.
- 03
Find account in Black Diamond from Airtable events.
When record updated happens in Airtable, 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 Airtable and Black Diamond
- Airtable
New record
Triggers when a new record is added to a table or view.
- Airtable
Record updated
Triggers when an existing record is modified.
- Airtable
Create record
Add a new record to a table with field values.
- Airtable
Update record
Modify fields on an existing record by ID or formula match.
- Airtable
Find record
Search a table with a formula and return matching rows.
- Airtable
Delete record
Remove a record by ID.
- 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 Airtable and Black Diamond?
Airtable 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 Airtable 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 Airtable and Black Diamond to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + 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 Airtable and Black Diamond?
Drop your work email and we'll show you Caddi running end-to-end against Airtable, Black Diamond, and the rest of your stack.