AI-native automation
Automate work across
Surepoint and 
Zockswith Caddi AI Agents.
Automate anything you do across Surepoint, 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 Surepoint and Zocks
Connect Surepoint to Caddi
Allow1Sign in to Surepoint
One click with your own Surepoint 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 time entry in Surepoint.
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 Surepoint and Zocks together
- 01
Fetch meeting summary in Zocks when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and fetch meeting summary in Zocks. No copy-paste, no missed records.
- 02
Create matter in Surepoint when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and create matter in Surepoint so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from Surepoint events.
When invoice generated happens in Surepoint, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across Surepoint and Zocks
- 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.
- 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 Surepoint and Zocks?
Surepoint 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 Surepoint 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 Surepoint and Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Surepoint + 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 Surepoint and Zocks?
Drop your work email and we'll show you Caddi running end-to-end against Surepoint, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.