AI-native automation
Connect Asana and Practifi 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 Asana and Practifi together
- 01
Create client in Practifi when new task in Asana.
Caddi watches Asana for new task and create client in Practifi — no copy-paste, no missed records.
- 02
Create task in Asana when new client in Practifi.
Caddi watches Practifi for new client and create task in Asana so the two systems stay in lockstep.
- 03
Launch process in Practifi from Asana events.
When task completed happens in Asana, Caddi launch process in Practifi 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 Asana and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect Asana and Practifi?
Asana and Practifi 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 Asana and Practifi 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 Asana and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Asana + Practifi 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 Asana and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Asana, Practifi, and the rest of your stack.