AI-native automation
Automate work across
eMoney and 
Trelloby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run eMoney and Trello together.
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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
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.
Practical ways to use eMoney and Trello together
- 01
Create card in Trello when new plan created in eMoney.
Caddi watches eMoney for new plan created and create card in Trello — no copy-paste, no missed records.
- 02
Create client in eMoney when new card in Trello.
Caddi watches Trello for new card and create client in eMoney so the two systems stay in lockstep.
- 03
Move card in Trello from eMoney events.
When client data updated happens in eMoney, Caddi move card in Trello with the right context attached.
Actions Caddi can take across eMoney and Trello
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
- Trello
New card
Triggers when a new card is added to a list.
- Trello
Card moved
Triggers when a card is moved to a different list.
- Trello
Card archived
Triggers when a card is archived.
- Trello
Create card
Add a new card to a list with description and members.
- Trello
Move card
Move a card between lists or boards.
- Trello
Add comment
Post a comment on a card.
- Trello
Add attachment
Attach a file or URL to a card.
Common questions
How does Caddi connect eMoney and Trello?
eMoney and Trello 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 eMoney and Trello 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 eMoney and Trello to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Trello 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 eMoney and Trello?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Trello, and the rest of your stack.