AI-native automation
Automate work across
Gmail and 
Morningstar AdviserLogicby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate soA prep packet in Gmail and Morningstar AdviserLogic. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Gmail and Morningstar AdviserLogic 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Gmail and Morningstar AdviserLogic together
- 01
Create client in Morningstar AdviserLogic when new email in Gmail.
Caddi watches Gmail for new email and create client in Morningstar AdviserLogic — no copy-paste, no missed records.
- 02
Send email in Gmail when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and send email in Gmail so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Gmail events.
When new email matching search happens in Gmail, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across Gmail and Morningstar AdviserLogic
- Gmail
New email
Triggers when a new email arrives in your inbox.
- Gmail
New email matching search
Triggers on new emails matching a Gmail search query.
- Gmail
New label applied
Triggers when a new label is applied to a message.
- Gmail
Send email
Send a new email from your Gmail account.
- Gmail
Reply to email
Reply to an existing email thread.
- Gmail
Send email with attachments
Send an email with one or more attached files.
- Gmail
Apply label
Add a label to a message or move it 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 Gmail and Morningstar AdviserLogic?
Gmail and Morningstar AdviserLogic 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 Gmail and Morningstar AdviserLogic 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 Gmail and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Gmail and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Gmail, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.