AI-native automation
Automate work across
Microsoft 365 and 
Morningstar AdviserLogicwith Caddi AI Agents.
Automate anything you do across Microsoft 365, Morningstar AdviserLogic, 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 Microsoft 365 and Morningstar AdviserLogic
Connect Microsoft 365 to Caddi
Allow1Sign in to Microsoft 365
One click with your own Microsoft 365 login. No API keys.
Connect Morningstar AdviserLogic to Caddi
Allow2Sign in to Morningstar AdviserLogic
The same click again. Both tools are connected.
Create client in Morningstar AdviserLogic when new email in outlook in Microsoft 365.
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 Microsoft 365 and Morningstar AdviserLogic together
At an RIA the work between Microsoft 365 and Morningstar AdviserLogic 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 Morningstar AdviserLogic when new email in outlook in Microsoft 365.
Caddi watches Microsoft 365 for new email in outlook and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Send email in Microsoft 365 when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and send email in Microsoft 365 so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Microsoft 365 events.
When new calendar event happens in Microsoft 365, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across Microsoft 365 and Morningstar AdviserLogic
- Microsoft 365
New email in Outlook
Triggers when a new email arrives in Outlook.
- Microsoft 365
New calendar event
Triggers when a new event is added to a calendar.
- Microsoft 365
New file in OneDrive
Triggers when a file is added to OneDrive.
- Microsoft 365
Send email
Send a new email from your Outlook account.
- Microsoft 365
Create event
Add a new event with attendees and reminders.
- Microsoft 365
Upload file to OneDrive
Add a file to a OneDrive folder.
- Microsoft 365
Create document in Word
Create a Word document with starter content.
- 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 Microsoft 365 and Morningstar AdviserLogic?
Microsoft 365 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 Microsoft 365 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 Microsoft 365 and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft 365 + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Microsoft 365 and Morningstar AdviserLogic 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 Microsoft 365 and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft 365, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.