AI-native automation
Connect Airtable and MoneyGuidePro 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 MoneyGuidePro together
- 01
Create client in MoneyGuidePro when new record in Airtable.
Caddi watches Airtable for new record and create client in MoneyGuidePro — no copy-paste, no missed records.
- 02
Create record in Airtable when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create record in Airtable so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Airtable events.
When record updated happens in Airtable, Caddi update goals in MoneyGuidePro 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 MoneyGuidePro
- 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.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Airtable and MoneyGuidePro?
Airtable and MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + MoneyGuidePro 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 MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Airtable, MoneyGuidePro, and the rest of your stack.