AI-native automation
Automate work across
Attio and 
Black Diamondwith Caddi AI Agents.
Automate anything you do across Attio, Black Diamond, 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 Attio and Black Diamond
Connect Attio to Caddi
Allow1Sign in to Attio
One click with your own Attio login. No API keys.
Connect Black Diamond to Caddi
Allow2Sign in to Black Diamond
The same click again. Both tools are connected.
Generate report in Black Diamond when new record in Attio.
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 Attio and Black Diamond together
At an RIA the work between Attio and Black Diamond 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
Generate report in Black Diamond when new record in Attio.
Caddi watches Attio for new record and generate report in Black Diamond. No copy-paste, no missed records.
- 02
Create or update record in Attio when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create or update record in Attio so the two systems stay in lockstep.
- 03
Find account in Black Diamond from Attio events.
When record updated happens in Attio, Caddi find account in Black Diamond with the right context attached.
Actions Caddi can take across Attio and Black Diamond
- Attio
New record
Triggers when a person, company or custom-object record is created.
- Attio
Record updated
Triggers when an attribute on a record changes.
- Attio
List entry added
Triggers when a record is added to a list or pipeline.
- Attio
Stage changed
Triggers when a list entry moves to a new stage.
- Attio
Create or update record
Create a record or update it if it already exists.
- Attio
Add to list
Add a record to a list or pipeline at a given stage.
- Attio
Create note
Attach a note to a record.
- Attio
Create task
Create a task linked to a record, with an assignee and due date.
- 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 Attio and Black Diamond?
Attio and Black Diamond 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 Attio and Black Diamond 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 Attio and Black Diamond to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Attio + 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 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 Attio and Black Diamond 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 Attio and Black Diamond?
Drop your work email and we'll show you Caddi running end-to-end against Attio, Black Diamond, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.