AI-native automation
Connect MoneyGuidePro and Trello with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use MoneyGuidePro and Trello together
- 01
Create card in Trello when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create card in Trello — no copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new card in Trello.
Caddi watches Trello for new card and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Move card in Trello from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi move card in Trello with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across MoneyGuidePro and Trello
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
- Trello
New card
Triggers when a new card is added to a list.
- Trello
Card moved
Triggers when a card is moved to a different list.
- Trello
Card archived
Triggers when a card is archived.
- Trello
Create card
Add a new card to a list with description and members.
- Trello
Move card
Move a card between lists or boards.
- Trello
Add comment
Post a comment on a card.
- Trello
Add attachment
Attach a file or URL to a card.
Common questions
How does Caddi connect MoneyGuidePro and Trello?
MoneyGuidePro and Trello just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against MoneyGuidePro and Trello end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect MoneyGuidePro and Trello to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Trello 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate MoneyGuidePro and Trello?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Trello, and the rest of your stack.