AI-native automation
Automate work across
Morningstar AdviserLogic and 
Zoomby 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 meeting note write-back in Morningstar AdviserLogic and Zoom. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Morningstar AdviserLogic and Zoom 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 Morningstar AdviserLogic and Zoom together
- 01
Create meeting in Zoom when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create meeting in Zoom — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi create webinar in Zoom with the right context attached.
Actions Caddi can take across Morningstar AdviserLogic and Zoom
- 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.
- Zoom
New meeting created
Triggers when a new meeting is scheduled.
- Zoom
Meeting ended
Triggers when a meeting wraps up.
- Zoom
New recording ready
Triggers when a cloud recording finishes processing.
- Zoom
Create meeting
Schedule a new Zoom meeting with custom settings.
- Zoom
Create webinar
Schedule a new Zoom webinar with registrants.
- Zoom
Update meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Morningstar AdviserLogic and Zoom?
Morningstar AdviserLogic and Zoom 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 Morningstar AdviserLogic and Zoom 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 Morningstar AdviserLogic and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Zoom 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 Morningstar AdviserLogic and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Zoom, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.