AI-native automation
Automate work across
Asana and 
Guidewirewith Caddi AI Agents.
Automate anything you do across Asana, Guidewire, 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 Asana and Guidewire
Connect Asana to Caddi
Allow1Sign in to Asana
One click with your own Asana login. No API keys.
Connect Guidewire to Caddi
Allow2Sign in to Guidewire
The same click again. Both tools are connected.
When something new comes in to Asana, update Guidewire.
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 Asana and Guidewire together
At an RIA the work between Asana and Guidewire 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
Keep Asana and Guidewire in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Asana and Guidewire
- Asana
New task
Triggers when a new task is created in a project.
- Asana
Task completed
Triggers when a task is marked complete.
- Asana
Project status updated
Triggers when a project's status changes.
- Asana
Create task
Add a new Asana task with assignee, due date, and project.
- Asana
Update task
Modify fields on an existing task.
- Asana
Add comment
Post a comment on a task.
- Asana
Create project
Spin up a new project from a template or blank.
Common questions
How does Caddi connect Asana and Guidewire?
Asana and Guidewire 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 Asana and Guidewire 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 Asana and Guidewire to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Asana + Guidewire 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 Asana and Guidewire 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 Asana and Guidewire?
Drop your work email and we'll show you Caddi running end-to-end against Asana, Guidewire, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.