AI-native automation
Connect Dropbox and Morningstar AdviserLogic with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
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Practical ways to use Dropbox and Morningstar AdviserLogic together
- 01
Create client in Morningstar AdviserLogic when new file in folder in Dropbox.
Caddi watches Dropbox for new file in folder and create client in Morningstar AdviserLogic — no copy-paste, no missed records.
- 02
Upload file in Dropbox when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and upload file in Dropbox so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Dropbox events.
When new shared link happens in Dropbox, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Dropbox and Morningstar AdviserLogic
- Dropbox
New file in folder
Triggers when a file is added to a watched folder.
- Dropbox
New shared link
Triggers when a new shared link is generated.
- Dropbox
Upload file
Add a file to a Dropbox folder.
- Dropbox
Create folder
Create a new folder under a parent.
- Dropbox
Create shared link
Generate a shareable link for a file or folder.
- Dropbox
Move file
Move a file between folders.
- 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 Dropbox and Morningstar AdviserLogic?
Dropbox and Morningstar AdviserLogic just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Dropbox and Morningstar AdviserLogic end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Dropbox and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Dropbox and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Dropbox, Morningstar AdviserLogic, and the rest of your stack.