AI-native automation
Automate work across
Sentry and 
Zockswith Caddi AI Agents.
Connect Sentry and Zocks: Fetch meeting summary in Zocks 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 Zocks
Caddi AI Agents find the repetitive handoffs between Sentry and Zocks, 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 Zocks together
At an RIA the work between Sentry and Zocks 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
Fetch meeting summary in Zocks when new issue in Sentry.
Caddi watches Sentry for new issue and fetch meeting summary in Zocks. No copy-paste, no missed records.
- 02
Resolve issue in Sentry when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and resolve issue in Sentry so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from Sentry events.
When issue regressed happens in Sentry, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across Sentry and Zocks
- 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.
- 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 Sentry and Zocks?
Sentry 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 Sentry 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 Sentry and Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Sentry + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Sentry and Zocks 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 Sentry and Zocks?
Drop your work email and we'll show you Caddi running end-to-end against Sentry, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.