AI-native automation
Automate work across
Global Relay and 
Slackwith Caddi AI Agents.
Automate anything you do across Global Relay, Slack, 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 Global Relay and Slack
Connect Global Relay to Caddi
Allow1Sign in to Global Relay
One click with your own Global Relay login. No API keys.
Connect Slack to Caddi
Allow2Sign in to Slack
The same click again. Both tools are connected.
When something new comes in to Global Relay, update Slack.
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 Global Relay and Slack together
At an RIA the work between Global Relay and Slack 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
Keep Global Relay and Slack in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Global Relay and Slack
- Slack
New message in channel
Triggers when a new message is posted to a channel.
- Slack
New mention
Triggers when the bot or a user is @-mentioned.
- Slack
New reaction added
Triggers when a reaction is added to a message.
- Slack
Send channel message
Post a message to a Slack channel.
- Slack
Send direct message
Send a DM to a user.
- Slack
Upload file
Upload a file to a channel or DM.
- Slack
Set channel topic
Update a channel's topic.
Common questions
How does Caddi connect Global Relay and Slack?
Global Relay and Slack 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 Global Relay and Slack 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 Global Relay and Slack to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Global Relay + Slack 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 Global Relay and Slack 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 Global Relay and Slack?
Drop your work email and we'll show you Caddi running end-to-end against Global Relay, Slack, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.