Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossDatadog and Laserfichewith Caddi AI Agents.

Connect Datadog and Laserfiche: Upload document in Laserfiche when monitor alert in Datadog. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
DatadogProductivity
LaserficheFinance

Discover, automate and govern the work between Datadog and Laserfiche

Caddi AI Agents find the repetitive handoffs between Datadog and Laserfiche, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Datadog and Laserfiche together

At an RIA the work between Datadog and Laserfiche 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

    Upload document in Laserfiche when monitor alert in Datadog.

    Caddi watches Datadog for monitor alert and upload document in Laserfiche. No copy-paste, no missed records.

  • 02

    Post event in Datadog when get folder children in Laserfiche.

    Caddi watches Laserfiche for get folder children and post event in Datadog so the two systems stay in lockstep.

  • 03

    Upload document in Laserfiche from Datadog events.

    When alert recovered happens in Datadog, Caddi upload document in Laserfiche with the right context attached.

Actions Caddi can take across Datadog and Laserfiche

  • Datadog

    Monitor alert

    Triggers when a Datadog monitor fires.

  • Datadog

    Alert recovered

    Triggers when a monitor returns to OK.

  • Datadog

    New event

    Triggers when an event is posted to the stream.

  • Datadog

    Post event

    Send an event to the Datadog stream.

  • Datadog

    Mute monitor

    Silence a monitor for a maintenance window.

  • Datadog

    Fetch metrics

    Pull metric values for a report.

  • Laserfiche

    Get folder children

    Lists all documents and subfolders within a folder with pagination support and metadata retrieval.

  • Laserfiche

    Get folder ID

    Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.

  • Laserfiche

    Get repository ID

    Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.

  • Laserfiche

    List o data tables

    Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.

  • Laserfiche

    Query o data entity

    Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.

  • Laserfiche

    Upload document

    Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.

Common questions

How does Caddi connect Datadog and Laserfiche?

Datadog and Laserfiche 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 Datadog and Laserfiche 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 Datadog and Laserfiche to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Datadog + Laserfiche 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 Datadog and Laserfiche 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 Datadog and Laserfiche?

Drop your work email and we'll show you Caddi running end-to-end against Datadog, Laserfiche, and the rest of your stack.