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AI-native automation

Automate work acrossNitrogen and Slackwith Caddi AI Agents.

Automate anything you do across Nitrogen, Slack, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Nitrogen and Slack

  1. Connect Nitrogen to Caddi

    Allow

    1Sign in to Nitrogen

    One click with your own Nitrogen login. No API keys.

  2. Connect Slack to Caddi

    Allow

    2Sign in to Slack

    The same click again. Both tools are connected.

  3. When something new comes in to Nitrogen, update Slack.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Nitrogen and Slack together

At an RIA the work between Nitrogen and Slack 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 Nitrogen and Slack 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 Nitrogen and Slack

  • Slack

    New message in channel

    Triggers when a new message is posted to a channel.

  • Slack

    New mention

    Triggers when the bot or a user is @-mentioned.

  • Slack

    New reaction added

    Triggers when a reaction is added to a message.

  • Slack

    Send channel message

    Post a message to a Slack channel.

  • Slack

    Send direct message

    Send a DM to a user.

  • Slack

    Upload file

    Upload a file to a channel or DM.

  • Slack

    Set channel topic

    Update a channel's topic.

Common questions

How does Caddi connect Nitrogen and Slack?

Nitrogen and Slack 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 Nitrogen and Slack 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 Nitrogen and Slack to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Nitrogen + Slack 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 Nitrogen and Slack 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 Nitrogen and Slack?

Drop your work email and we'll show you Caddi running end-to-end against Nitrogen, Slack, and the rest of your stack.