Automate Global Relay with Caddi AI Agents
Built for finance teams.
Global Relay archives the communications a regulated firm has to keep. Caddi AI Agents send the right records into the archive through Global Relay's Conversation Archiving API, so retention does not depend on manual exports.
Yes, Caddi integrates with Global Relay. It runs the Global Relay steps your team does by hand today, and connects it to Salesforce, Wealthbox, and Microsoft Outlook. You teach the workflow once by screen-share; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
Get a demo on your Global Relay work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your Global Relay work.
Caddi AI Agents find the repetitive work your team does in Global Relay, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
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Discover
Caddi AI Agents find the repetitive Global Relay work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
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Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
SalesforceWhat Caddi does with Global Relay
Why teams automate Global Relay
Records that have to be retained get missed when archiving is a manual step. Caddi routes them to Global Relay as part of the workflow that created them.
Loops Caddi runs against Global Relay
Archive client communications
Recommended patternCaddi sends client messages and notes from Salesforce to Global Relay for retention.
Archive meeting records
Recommended patternCaddi archives meeting summaries logged in Wealthbox to Global Relay.
Retention check
Recommended patternCaddi flags Outlook threads that should be archived and sends them to Global Relay.
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 Global Relay with no rekeying.
Meeting prep & follow-up
Pull the right Global Relay 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 Global Relay metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Global Relay, and write the audit-ready record back to the right account.
Questions about automating Global Relay
Does Caddi have a real Global Relay integration?
Yes. Caddi runs verified code against Global Relay's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Global Relay is reviewed before it runs in production.
Do I need engineering help to automate Global Relay with Caddi?
No. You demonstrate the workflow, clicking through Global Relay 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 Global Relay data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Global Relay, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Global Relay 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 Global Relay, 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 Global Relay?
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.
Ready to automate Global Relay?
Drop your work email and we'll show you Caddi running end-to-end against Global Relay and the rest of your stack.