AI-native automation
Automate work across
Zocks and 
Zoomwith Caddi AI Agents.
Automate anything you do across Zocks, Zoom, 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 Zocks and Zoom
Connect Zocks to Caddi
Allow1Sign in to Zocks
One click with your own Zocks login. No API keys.
Connect Zoom to Caddi
Allow2Sign in to Zoom
The same click again. Both tools are connected.
Create meeting in Zoom when meeting summary ready in Zocks.
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 Zocks and Zoom together
At an RIA the work between Zocks and Zoom 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 meeting in Zoom when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and create meeting in Zoom. No copy-paste, no missed records.
- 02
Fetch meeting summary in Zocks when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and fetch meeting summary in Zocks so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Zocks events.
When action item created happens in Zocks, Caddi create webinar in Zoom with the right context attached.
Actions Caddi can take across Zocks and Zoom
- 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.
- Zoom
New meeting created
Triggers when a new meeting is scheduled.
- Zoom
Meeting ended
Triggers when a meeting wraps up.
- Zoom
New recording ready
Triggers when a cloud recording finishes processing.
- Zoom
Create meeting
Schedule a new Zoom meeting with custom settings.
- Zoom
Create webinar
Schedule a new Zoom webinar with registrants.
- Zoom
Update meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Zocks and Zoom?
Zocks and Zoom 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 Zocks and Zoom 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 Zocks and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Zocks + Zoom 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 Zocks and Zoom 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 Zocks and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Zocks, Zoom, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.