AI-native automation
Automate work across
Rocket Matter and 
Zockswith Caddi AI Agents.
Automate anything you do across Rocket Matter, Zocks, 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 Rocket Matter and Zocks
Connect Rocket Matter to Caddi
Allow1Sign in to Rocket Matter
One click with your own Rocket Matter login. No API keys.
Connect Zocks to Caddi
Allow2Sign in to Zocks
The same click again. Both tools are connected.
Fetch meeting summary in Zocks when new matter in Rocket Matter.
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 Rocket Matter and Zocks together
- 01
Fetch meeting summary in Zocks when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and fetch meeting summary in Zocks. No copy-paste, no missed records.
- 02
Create matter in Rocket Matter when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and create matter in Rocket Matter so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from Rocket Matter events.
When time entry posted happens in Rocket Matter, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across Rocket Matter and Zocks
- Rocket Matter
New matter
Triggers when a new matter is opened in Rocket Matter.
- Rocket Matter
Time entry posted
Triggers when a new time entry is recorded.
- Rocket Matter
New invoice
Triggers when an invoice is generated.
- Rocket Matter
Create matter
Open a new Rocket Matter matter with client and billing details.
- Rocket Matter
Post time entry
Record a time entry against a matter.
- Rocket Matter
Add expense
Record a billable expense against a matter.
- Rocket Matter
Add note
Log a timestamped note against a matter.
- Zocks
Meeting summary ready
Triggers when Zocks finishes structuring notes for a client meeting.
- Zocks
Action item created
Triggers when Zocks extracts a follow-up task from a meeting.
- Zocks
Client fact captured
Triggers when Zocks records a new or changed data point (goals, family, accounts).
- Zocks
Fetch meeting summary
Pull the structured summary, tasks, and data points for a meeting.
- Zocks
Draft follow-up email
Generate the client recap email from the meeting's action items.
- Zocks
Sync to CRM
Push the meeting notes and extracted facts to the connected CRM record.
Common questions
How does Caddi connect Rocket Matter and Zocks?
Rocket Matter and Zocks 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 Rocket Matter and Zocks 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 Rocket Matter and Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Rocket Matter + Zocks 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 Rocket Matter and Zocks?
Drop your work email and we'll show you Caddi running end-to-end against Rocket Matter, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.