AI-native automation
Automate work across
Black Diamond and 
ClickUpwith Caddi AI Agents.
Connect Black Diamond and ClickUp: Create task in ClickUp when report generated in Black Diamond. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Black Diamond and ClickUp
Caddi AI Agents find the repetitive handoffs between Black Diamond and ClickUp, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Black Diamond and ClickUp together
At an RIA the work between Black Diamond and ClickUp 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 task in ClickUp when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create task in ClickUp. No copy-paste, no missed records.
- 02
Generate report in Black Diamond when new task in ClickUp.
Caddi watches ClickUp for new task and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Update task in ClickUp from Black Diamond events.
When account updated happens in Black Diamond, Caddi update task in ClickUp with the right context attached.
Actions Caddi can take across Black Diamond and ClickUp
- 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.
- ClickUp
New task
Triggers when a task is created in a list.
- ClickUp
Status changed
Triggers when a task moves to a new status.
- ClickUp
Task due
Triggers when a task reaches its due date.
- ClickUp
Create task
Add a task with fields, assignee and due date.
- ClickUp
Update task
Change status, fields or assignee on a task.
- ClickUp
Add comment
Post a comment on a task.
Common questions
How does Caddi connect Black Diamond and ClickUp?
Black Diamond and ClickUp 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 Black Diamond and ClickUp 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 Black Diamond and ClickUp to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + ClickUp 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 Black Diamond and ClickUp 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 Black Diamond and ClickUp?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, ClickUp, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.