AI-native automation
Automate work across
Practifi and 
Smartsheetwith Caddi AI Agents.
Automate anything you do across Practifi, Smartsheet, 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 Smartsheet
Connect Practifi to Caddi
Allow1Sign in to Practifi
One click with your own Practifi login. No API keys.
Connect Smartsheet to Caddi
Allow2Sign in to Smartsheet
The same click again. Both tools are connected.
Add row in Smartsheet 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 Smartsheet together
At an RIA the work between Practifi and Smartsheet 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
Add row in Smartsheet when new client in Practifi.
Caddi watches Practifi for new client and add row in Smartsheet. No copy-paste, no missed records.
- 02
Create client in Practifi when new row in Smartsheet.
Caddi watches Smartsheet for new row and create client in Practifi so the two systems stay in lockstep.
- 03
Update row in Smartsheet from Practifi events.
When process task assigned happens in Practifi, Caddi update row in Smartsheet with the right context attached.
Actions Caddi can take across Practifi and Smartsheet
- 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.
- Smartsheet
New row
Triggers when a new row is added to a sheet.
- Smartsheet
Row updated
Triggers when an existing row is modified.
- Smartsheet
Add row
Append a new row to a sheet with cell values.
- Smartsheet
Update row
Modify cells in an existing row.
- Smartsheet
Find row
Search a sheet by text or column value.
- Smartsheet
Attach file to row
Add a file or URL to a row.
Common questions
How does Caddi connect Practifi and Smartsheet?
Practifi and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Practifi + Smartsheet 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 Smartsheet 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 Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against Practifi, Smartsheet, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.