AI-native automation
Automate work across
Sentry and 
Surepointwith Caddi AI Agents.
Connect Sentry and Surepoint: Create matter in Surepoint when new issue in Sentry. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Sentry and Surepoint
Caddi AI Agents find the repetitive handoffs between Sentry and Surepoint, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Sentry and Surepoint together
In a law firm the work between Sentry and Surepoint is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create matter in Surepoint when new issue in Sentry.
Caddi watches Sentry for new issue and create matter in Surepoint. No copy-paste, no missed records.
- 02
Resolve issue in Sentry when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and resolve issue in Sentry so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Sentry events.
When issue regressed happens in Sentry, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across Sentry and Surepoint
- Sentry
New issue
Triggers when Sentry groups a new error into an issue.
- Sentry
Issue regressed
Triggers when a resolved issue starts happening again.
- Sentry
Alert fired
Triggers when a Sentry alert rule's threshold is crossed.
- Sentry
Resolve issue
Mark an issue resolved, optionally in the next release.
- Sentry
Assign issue
Assign an issue to a person or team.
- Sentry
Fetch issue details
Pull the stack trace, tags and event counts for an issue.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Sentry and Surepoint?
Sentry and Surepoint 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 Sentry and Surepoint 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 Sentry and Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Sentry + Surepoint 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 law firms?
Yes. Caddi runs Sentry and Surepoint with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Sentry and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Sentry, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.