AI-native automation
Automate work across
Practifi and 
SharePointwith Caddi AI Agents.
Automate anything you do across Practifi, SharePoint, 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 Practifi and SharePoint
Connect Practifi to Caddi
Allow1Sign in to Practifi
One click with your own Practifi login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
Upload document in SharePoint when new client in Practifi.
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 Practifi and SharePoint together
At an RIA the work between Practifi and SharePoint 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
Upload document in SharePoint when new client in Practifi.
Caddi watches Practifi for new client and upload document in SharePoint. No copy-paste, no missed records.
- 02
Create client in Practifi when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create client in Practifi so the two systems stay in lockstep.
- 03
Create list item in SharePoint from Practifi events.
When process task assigned happens in Practifi, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across Practifi and SharePoint
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
- SharePoint
New document in library
Triggers when a file is added to a document library.
- SharePoint
List item created
Triggers when a new list item is added.
- SharePoint
Upload document
Add a file to a SharePoint document library.
- SharePoint
Create list item
Add a new item to a SharePoint list.
- SharePoint
Update list item
Modify fields on an existing list item.
- SharePoint
Search files
Find files across a site or library.
Common questions
How does Caddi connect Practifi and SharePoint?
Practifi and SharePoint 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 Practifi and SharePoint 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 Practifi and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Practifi + SharePoint 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 Practifi and SharePoint 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 Practifi and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Practifi, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.