AI-native automation
Automate work across
Microsoft Outlook and 
Wealthboxwith Caddi AI Agents.
Automate anything you do across Microsoft Outlook, Wealthbox, 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 Outlook and Wealthbox
Connect Microsoft Outlook to Caddi
Allow1Sign in to Microsoft Outlook
One click with your own Microsoft Outlook login. No API keys.
Connect Wealthbox to Caddi
Allow2Sign in to Wealthbox
The same click again. Both tools are connected.
Create contact in Wealthbox when new email in Microsoft Outlook.
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 Outlook and Wealthbox together
At an RIA the work between Microsoft Outlook and Wealthbox 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 contact in Wealthbox when new email in Microsoft Outlook.
Caddi watches Microsoft Outlook for new email and create contact in Wealthbox. No copy-paste, no missed records.
- 02
Send email in Microsoft Outlook when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and send email in Microsoft Outlook so the two systems stay in lockstep.
- 03
Create task in Wealthbox from Microsoft Outlook events.
When new event happens in Microsoft Outlook, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across Microsoft Outlook and Wealthbox
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect Microsoft Outlook and Wealthbox?
Microsoft Outlook and Wealthbox 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 Outlook and Wealthbox 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 Outlook and Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Outlook + Wealthbox 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 Outlook and Wealthbox 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 Outlook and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Outlook, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.