AI-native automation
Automate work across
SharePoint and 
Wealthboxby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate inbound email triage in SharePoint and Wealthbox. Caddi builds the loop and runs it.
See it on your stack
See Caddi run SharePoint and Wealthbox together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use SharePoint and Wealthbox together
- 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.
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.