AI-native automation
Automate work across
ClickUp and 
Jumpwith Caddi AI Agents.
Automate anything you do across ClickUp, Jump, 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 ClickUp and Jump
Connect ClickUp to Caddi
Allow1Sign in to ClickUp
One click with your own ClickUp login. No API keys.
Connect Jump to Caddi
Allow2Sign in to Jump
The same click again. Both tools are connected.
Fetch meeting summary in Jump when new task in ClickUp.
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 ClickUp and Jump together
At an RIA the work between ClickUp and Jump 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
Fetch meeting summary in Jump when new task in ClickUp.
Caddi watches ClickUp for new task and fetch meeting summary in Jump. No copy-paste, no missed records.
- 02
Create task in ClickUp when meeting summary ready in Jump.
Caddi watches Jump for meeting summary ready and create task in ClickUp so the two systems stay in lockstep.
- 03
Draft follow-up email in Jump from ClickUp events.
When status changed happens in ClickUp, Caddi draft follow-up email in Jump with the right context attached.
Actions Caddi can take across ClickUp and Jump
- 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.
- Jump
Meeting summary ready
Triggers when Jump finishes a meeting summary.
- Jump
Action item created
Triggers when Jump captures a follow-up task.
- Jump
Client fact captured
Triggers when Jump records a new or changed client detail.
- Jump
Fetch meeting summary
Pull the summary, tasks and data points for a meeting.
- Jump
Draft follow-up email
Draft the client recap from the action items.
- Jump
Sync to CRM
Push notes and facts to the connected CRM record.
Common questions
How does Caddi connect ClickUp and Jump?
ClickUp and Jump 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 ClickUp and Jump 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 ClickUp and Jump to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + Jump 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 ClickUp and Jump 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 ClickUp and Jump?
Drop your work email and we'll show you Caddi running end-to-end against ClickUp, Jump, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.