AI-native automation
Automate work across
Black Diamond and 
Laserfichewith Caddi AI Agents.
Automate anything you do across Black Diamond, Laserfiche, 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 Black Diamond and Laserfiche
Connect Black Diamond to Caddi
Allow1Sign in to Black Diamond
One click with your own Black Diamond login. No API keys.
Connect Laserfiche to Caddi
Allow2Sign in to Laserfiche
The same click again. Both tools are connected.
Archive Black Diamond reports to Laserfiche.
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 Black Diamond and Laserfiche together
At an RIA the work between Black Diamond and Laserfiche 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
Archive Black Diamond reports to Laserfiche.
When a Black Diamond report finishes, Caddi files the PDF to the right Laserfiche folder with the household, period, and document type set as metadata.
- 02
Build review binders from Black Diamond.
Caddi pulls the performance, holdings, and billing reports for a household, assembles the review binder, and stores it in Laserfiche ready for the meeting.
- 03
Keep filed statements in step with Black Diamond.
When an account changes in Black Diamond, Caddi regenerates the affected statement and replaces the stale copy in Laserfiche so the filed version is always current.
Actions Caddi can take across Black Diamond and Laserfiche
- 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.
- Laserfiche
Get folder children
Lists all documents and subfolders within a folder with pagination support and metadata retrieval.
- Laserfiche
Get folder ID
Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.
- Laserfiche
Get repository ID
Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.
- Laserfiche
List o data tables
Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.
- Laserfiche
Query o data entity
Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.
- Laserfiche
Upload document
Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.
Common questions
How does Caddi connect Black Diamond and Laserfiche?
Black Diamond and Laserfiche 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 Laserfiche 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 Laserfiche to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Laserfiche 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 Laserfiche 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 Laserfiche?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Laserfiche, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.