AI-native automation
Automate work across
Doc and 
Morningstar AdviserLogicwith Caddi AI Agents.
Automate anything you do across Doc, Morningstar AdviserLogic, 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 Doc and Morningstar AdviserLogic
- Client memo.docx
1Add your documents
Upload them, or point Caddi at their folder.
Connect Morningstar AdviserLogic to Caddi
Allow2Sign in to Morningstar AdviserLogic
One click with your own Morningstar AdviserLogic login. No API keys.
Create client in Morningstar AdviserLogic when new doc shared in Doc.
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 Doc and Morningstar AdviserLogic together
At an RIA the work between Doc 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 new doc shared in Doc.
Caddi watches Doc for new doc shared and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Create document from template in Doc when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create document from template in Doc so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Doc events.
When doc updated happens in Doc, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across Doc and Morningstar AdviserLogic
- Doc
New doc shared
Triggers when a new document is shared with you or your team.
- Doc
Doc updated
Triggers when an existing document is edited or commented on.
- Doc
Doc completed
Triggers when a document is marked final or moved out of a draft state.
- Doc
Create document from template
Generate a document from a template with merged fields.
- Doc
Insert content
Append, prepend, or insert text into a document.
- Doc
Replace text
Find-and-replace placeholder values in a document.
- Doc
Convert to PDF
Convert a Word, Doc, or text file into a finalized PDF.
- Doc
Share with collaborators
Grant view, comment, or edit access to a document.
- 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 Doc and Morningstar AdviserLogic?
Doc 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 Doc 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 Doc and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Doc + 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 Doc 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 Doc and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Doc, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.