AI-native automation
Automate work across
Black Diamond and 
Zocksby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate meeting notes to CRM in Black Diamond and Zocks. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Black Diamond and Zocks together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Black Diamond and Zocks together
- 01
Fetch meeting summary in Zocks when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and fetch meeting summary in Zocks — no copy-paste, no missed records.
- 02
Generate report in Black Diamond when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from Black Diamond events.
When account updated happens in Black Diamond, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across Black Diamond and Zocks
- 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.
- Zocks
Meeting summary ready
Triggers when Zocks finishes structuring notes for a client meeting.
- Zocks
Action item created
Triggers when Zocks extracts a follow-up task from a meeting.
- Zocks
Client fact captured
Triggers when Zocks records a new or changed data point (goals, family, accounts).
- Zocks
Fetch meeting summary
Pull the structured summary, tasks, and data points for a meeting.
- Zocks
Draft follow-up email
Generate the client recap email from the meeting's action items.
- Zocks
Sync to CRM
Push the meeting notes and extracted facts to the connected CRM record.
Common questions
How does Caddi connect Black Diamond and Zocks?
Black Diamond and Zocks 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 Zocks 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 Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Zocks 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.
Ready to automate Black Diamond and Zocks?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.