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In-ProgressFinance

Automate Datasite with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Datasite. It runs the Datasite steps your team does by hand today, and connects it to Intralinks, DealCloud, and SharePoint. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Datasite integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Datasite and every tool it touches, each through its API.

Visit datasite.com

How to automate Datasite

  1. Connect Datasite to Caddi

    Allow

    1Sign in to Datasite

    One click with your own Datasite login. No API keys.

  2. Automate populate the room in Datasite.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Datasite integrations

Connect Datasite with any of the 184 other tools Caddi works with. Pick one to see what Caddi automates between them.

184 tools

The details

What Caddi does with Datasite

Why teams automate Datasite

A data room is a filing project with a deal clock attached. Caddi AI Agents populate it from the source systems, track the request list, and chase the people who owe documents.

Diligence stalls on missing documents and unanswered questions, not on analysis. Caddi keeps the room current and the request list moving without a junior babysitting a spreadsheet.

Loops Caddi runs against Datasite

  • Populate the room

    Recommended pattern
    1. Datasite
    2. SharePoint
    3. Box

    Caddi pulls documents from the target's systems and files them into the Datasite structure with consistent naming.

  • Request list chase

    Recommended pattern
    1. Datasite
    2. Microsoft Outlook
    3. Microsoft Excel

    Caddi tracks open diligence requests, chases the owners on a schedule, and marks items complete once uploaded.

  • Q&A trail logging

    Recommended pattern
    1. Datasite
    2. Microsoft Outlook
    3. SharePoint

    Caddi logs every diligence question and answer against the request so the record survives the deal.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Datasite with no rekeying.

  • Meeting prep & follow-up

    Pull the right Datasite data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Datasite metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Datasite, and write the audit-ready record back to the right account.

Questions about automating Datasite

Does Caddi have a real Datasite integration?

Yes. Caddi runs verified code against Datasite's official APIs. Every automation Caddi builds for Datasite is reviewed before it runs in production.

Do I need engineering help to automate Datasite with Caddi?

No. You demonstrate the workflow, clicking through Datasite the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Datasite data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Datasite, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Datasite to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Datasite, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Datasite?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Datasite

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See it on your stack

Ready to automate Datasite?

Drop your work email and we'll show you Caddi running end-to-end against Datasite and the rest of your stack.