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Automate Datasite with Caddi

Built for finance teams.

A data room is a filing project with a deal clock attached. Caddi populates it from the source systems, tracks the request list, and chases the people who owe documents.

How it works

Automating Datasite takes one screenshare.

Show Caddi the Datasite workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Datasite task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Datasite

Why teams automate Datasite

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 (and uses a secure, audited browser session when an API isn't available). 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Datasite with no model in the loop.

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.

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.