AI-native automation
Automate work across
HolistiPlan and 
OneDrivewith Caddi AI Agents.
Automate anything you do across HolistiPlan, OneDrive, 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 HolistiPlan and OneDrive
Connect HolistiPlan to Caddi
Allow1Sign in to HolistiPlan
One click with your own HolistiPlan login. No API keys.
Connect OneDrive to Caddi
Allow2Sign in to OneDrive
The same click again. Both tools are connected.
When something new comes in to HolistiPlan, update OneDrive.
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 HolistiPlan and OneDrive together
At an RIA the work between HolistiPlan and OneDrive 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 HolistiPlan and OneDrive 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 HolistiPlan and OneDrive
- OneDrive
New file in folder
Triggers when a file is added to a watched folder.
- OneDrive
File updated
Triggers when a file is modified.
- OneDrive
Upload file
Add a file to a OneDrive folder.
- OneDrive
Create folder
Create a new folder under a parent.
- OneDrive
Move file
Move a file between folders.
- OneDrive
Read Excel sheet
Read a range of cells from an Excel workbook in OneDrive.
Common questions
How does Caddi connect HolistiPlan and OneDrive?
HolistiPlan and OneDrive 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 HolistiPlan and OneDrive 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 HolistiPlan and OneDrive to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HolistiPlan + OneDrive 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 HolistiPlan and OneDrive 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 HolistiPlan and OneDrive?
Drop your work email and we'll show you Caddi running end-to-end against HolistiPlan, OneDrive, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.