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

AI-native automation

Automate work acrossDatadog and Surepointwith Caddi AI Agents.

Connect Datadog and Surepoint: Create matter in Surepoint 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
SurepointLegal

Discover, automate and govern the work between Datadog and Surepoint

Caddi AI Agents find the repetitive handoffs between Datadog and Surepoint, 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 Surepoint together

In a law firm the work between Datadog and Surepoint is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create matter in Surepoint when monitor alert in Datadog.

    Caddi watches Datadog for monitor alert and create matter in Surepoint. No copy-paste, no missed records.

  • 02

    Post event in Datadog when new time entry in Surepoint.

    Caddi watches Surepoint for new time entry and post event in Datadog so the two systems stay in lockstep.

  • 03

    Post time entry in Surepoint from Datadog events.

    When alert recovered happens in Datadog, Caddi post time entry in Surepoint with the right context attached.

Actions Caddi can take across Datadog and Surepoint

  • 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.

  • Surepoint

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Surepoint

    Invoice generated

    Triggers when an invoice is finalized.

  • Surepoint

    Create matter

    Open a new SurePoint matter with client and billing details.

  • Surepoint

    Post time entry

    Record time against a matter and activity code.

  • Surepoint

    Generate invoice

    Bill one or more matters in a single statement.

Common questions

How does Caddi connect Datadog and Surepoint?

Datadog and Surepoint 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 Surepoint 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 Surepoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Datadog + Surepoint 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 law firms?

Yes. Caddi runs Datadog and Surepoint with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Datadog and Surepoint?

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