AI-native automation
Automate work across
GitLab and 
Practifiwith Caddi AI Agents.
Connect GitLab and Practifi: Create client in Practifi when new issue in GitLab. 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 GitLab and Practifi
Caddi AI Agents find the repetitive handoffs between GitLab and Practifi, 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 GitLab and Practifi together
At an RIA the work between GitLab and Practifi 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 Practifi when new issue in GitLab.
Caddi watches GitLab for new issue and create client in Practifi. No copy-paste, no missed records.
- 02
Create issue in GitLab when new client in Practifi.
Caddi watches Practifi for new client and create issue in GitLab so the two systems stay in lockstep.
- 03
Launch process in Practifi from GitLab events.
When merge request merged happens in GitLab, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across GitLab and Practifi
- GitLab
New issue
Triggers when an issue is opened in a project.
- GitLab
Merge request merged
Triggers when a merge request is merged.
- GitLab
Pipeline finished
Triggers when a CI pipeline succeeds or fails.
- GitLab
Create issue
Open an issue with labels and assignee.
- GitLab
Comment
Add a note to an issue or merge request.
- GitLab
Update issue
Change labels, milestone or state.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect GitLab and Practifi?
GitLab and Practifi 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 GitLab and Practifi 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 GitLab and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first GitLab + Practifi 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 GitLab and Practifi 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 GitLab and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against GitLab, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.