AI-native automation
Automate work across
ClickUp and 
Practifiwith Caddi AI Agents.
Connect ClickUp and Practifi: Create client in Practifi when new task in ClickUp. 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 ClickUp and Practifi
Caddi AI Agents find the repetitive handoffs between ClickUp and Practifi, 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 ClickUp and Practifi together
At an RIA the work between ClickUp and Practifi 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 client in Practifi when new task in ClickUp.
Caddi watches ClickUp for new task and create client in Practifi. No copy-paste, no missed records.
- 02
Create task in ClickUp when new client in Practifi.
Caddi watches Practifi for new client and create task in ClickUp so the two systems stay in lockstep.
- 03
Launch process in Practifi from ClickUp events.
When status changed happens in ClickUp, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across ClickUp and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect ClickUp and Practifi?
ClickUp and Practifi 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 Practifi 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 Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + Practifi 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 Practifi 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 Practifi?
Drop your work email and we'll show you Caddi running end-to-end against ClickUp, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.