AI-native automation
Automate work across
Conga and 
HolistiPlanwith Caddi AI Agents.
Automate anything you do across Conga, HolistiPlan, 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 Conga and HolistiPlan
Connect Conga to Caddi
Allow1Sign in to Conga
One click with your own Conga login. No API keys.
Connect HolistiPlan to Caddi
Allow2Sign in to HolistiPlan
The same click again. Both tools are connected.
When something new comes in to Conga, update HolistiPlan.
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 Conga and HolistiPlan together
At an RIA the work between Conga and HolistiPlan 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
Keep Conga and HolistiPlan in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Conga and HolistiPlan
- Conga
Document generated
Triggers when Conga produces a document from a template.
- Conga
Contract executed
Triggers when a contract is fully signed.
- Conga
Approval requested
Triggers when a document is sent for approval.
- Conga
Generate document
Run a Conga template against a CRM record.
- Conga
Send for signature
Route a generated document for e-signature.
- Conga
Update contract
Write status and dates back to the contract record.
Common questions
How does Caddi connect Conga and HolistiPlan?
Conga and HolistiPlan 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 Conga and HolistiPlan 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 Conga and HolistiPlan to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Conga + HolistiPlan 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 Conga and HolistiPlan 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 Conga and HolistiPlan?
Drop your work email and we'll show you Caddi running end-to-end against Conga, HolistiPlan, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.