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AI-native automation

Automate work acrossGitLab and Surepointwith Caddi AI Agents.

Automate anything you do across GitLab, Surepoint, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect GitLab and Surepoint

  1. Connect GitLab to Caddi

    Allow

    1Sign in to GitLab

    One click with your own GitLab login. No API keys.

  2. Connect Surepoint to Caddi

    Allow

    2Sign in to Surepoint

    The same click again. Both tools are connected.

  3. Create matter in Surepoint when new issue in GitLab.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • 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 GitLab and Surepoint together

In a law firm the work between GitLab 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 new issue in GitLab.

    Caddi watches GitLab for new issue and create matter in Surepoint. No copy-paste, no missed records.

  • 02

    Create issue in GitLab when new time entry in Surepoint.

    Caddi watches Surepoint for new time entry and create issue in GitLab so the two systems stay in lockstep.

  • 03

    Post time entry in Surepoint from GitLab events.

    When merge request merged happens in GitLab, Caddi post time entry in Surepoint with the right context attached.

Actions Caddi can take across GitLab and Surepoint

  • 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.

  • 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 GitLab and Surepoint?

GitLab 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 GitLab 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 GitLab and Surepoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first GitLab + 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 GitLab 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 GitLab and Surepoint?

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