AI-native automation
Automate work across
Datadog and 
Morningstar AdviserLogicwith Caddi AI Agents.
Connect Datadog and Morningstar AdviserLogic: Create client in Morningstar AdviserLogic 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.
Discover, automate and govern the work between Datadog and Morningstar AdviserLogic
Caddi AI Agents find the repetitive handoffs between Datadog and Morningstar AdviserLogic, 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 Datadog and Morningstar AdviserLogic together
At an RIA the work between Datadog and Morningstar AdviserLogic 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 Morningstar AdviserLogic when monitor alert in Datadog.
Caddi watches Datadog for monitor alert and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Post event in Datadog when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and post event in Datadog so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Datadog events.
When alert recovered happens in Datadog, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across Datadog and Morningstar AdviserLogic
- 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.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect Datadog and Morningstar AdviserLogic?
Datadog and Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Datadog + Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Datadog, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.