AI-native automation
Automate work across
Calendly and 
eMoneyby 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 annual review prep packet in Calendly and eMoney. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Calendly and eMoney 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 Calendly and eMoney together
- 01
Create client in eMoney when new event scheduled in Calendly.
Caddi watches Calendly for new event scheduled and create client in eMoney — no copy-paste, no missed records.
- 02
Create one-off meeting in Calendly when new plan created in eMoney.
Caddi watches eMoney for new plan created and create one-off meeting in Calendly so the two systems stay in lockstep.
- 03
Update plan inputs in eMoney from Calendly events.
When event cancelled happens in Calendly, Caddi update plan inputs in eMoney with the right context attached.
Actions Caddi can take across Calendly and eMoney
- Calendly
New event scheduled
Triggers when an invitee books a meeting.
- Calendly
Event cancelled
Triggers when a scheduled meeting is cancelled.
- Calendly
No-show recorded
Triggers when an invitee is marked as a no-show.
- Calendly
Create one-off meeting
Spin up a one-off meeting link with custom configuration.
- Calendly
Update invitee
Modify an existing invitee's details or registration.
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
Common questions
How does Caddi connect Calendly and eMoney?
Calendly and eMoney 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 Calendly and eMoney 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 Calendly and eMoney to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Calendly + eMoney 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 Calendly and eMoney?
Drop your work email and we'll show you Caddi running end-to-end against Calendly, eMoney, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.