AI-native automation
Automate work across
Airtable and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across Airtable, MoneyGuidePro, 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 Airtable and MoneyGuidePro
Connect Airtable to Caddi
Allow1Sign in to Airtable
One click with your own Airtable login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
Create client in MoneyGuidePro when new record in Airtable.
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 Airtable and MoneyGuidePro together
At an RIA the work between Airtable and MoneyGuidePro 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
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.
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. 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 Airtable and MoneyGuidePro 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 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 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 Airtable and MoneyGuidePro 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 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.
Or skip the demo: sign up free and build it yourself.