AI-native automation
Automate work across
SharePoint and 
Wealthboxwith Caddi AI Agents.
Automate anything you do across SharePoint, Wealthbox, 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 SharePoint and Wealthbox
Connect SharePoint to Caddi
Allow1Sign in to SharePoint
One click with your own SharePoint login. No API keys.
Connect Wealthbox to Caddi
Allow2Sign in to Wealthbox
The same click again. Both tools are connected.
Create contact in Wealthbox when new document in library in SharePoint.
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 SharePoint and Wealthbox together
At an RIA the work between SharePoint and Wealthbox 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
Create contact in Wealthbox when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create contact in Wealthbox. No copy-paste, no missed records.
- 02
Upload document in SharePoint when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and upload document in SharePoint so the two systems stay in lockstep.
- 03
Create task in Wealthbox from SharePoint events.
When list item created happens in SharePoint, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across SharePoint and Wealthbox
- 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.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect SharePoint and Wealthbox?
SharePoint and Wealthbox 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 SharePoint and Wealthbox 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 SharePoint and Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first SharePoint + Wealthbox 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 SharePoint and Wealthbox 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 SharePoint and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against SharePoint, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.