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In-ProgressFinance

Automate Intralinks with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Intralinks. It runs the Intralinks steps your team does by hand today, and connects it to Datasite, Juniper Square, 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 Intralinks integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Intralinks and every tool it touches, each through its API.

Visit intralinks.com

How to automate Intralinks

  1. Connect Intralinks to Caddi

    Allow

    1Sign in to Intralinks

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

  2. Automate diligence room assembly in Intralinks.

    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

Intralinks integrations

Connect Intralinks 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 Intralinks

Why teams automate Intralinks

Intralinks carries both the diligence room and, for many sponsors, the investor portal. Caddi AI Agents automate the assembly and distribution on both sides so neither depends on someone's calendar reminder.

Assembling a room or a quarterly LP pack is mechanical, deadline-bound, and high-stakes. Caddi runs it the same way every quarter with a logged trail.

Loops Caddi runs against Intralinks

  • Diligence room assembly

    Recommended pattern
    1. Intralinks
    2. SharePoint
    3. Egnyte

    Caddi files documents from source systems into the Intralinks structure and tracks what is still outstanding.

  • LP reporting distribution

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

    Caddi assembles the quarterly reporting pack, posts it to the investor portal, and notifies each LP contact.

  • Capital call and distribution notices

    Recommended pattern
    1. Intralinks
    2. Microsoft Outlook
    3. NetSuite

    Caddi generates and distributes capital-call and distribution notices, logging delivery against each investor.

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 Intralinks with no rekeying.

  • Meeting prep & follow-up

    Pull the right Intralinks 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 Intralinks metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

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

Questions about automating Intralinks

Does Caddi have a real Intralinks integration?

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

Do I need engineering help to automate Intralinks with Caddi?

No. You demonstrate the workflow, clicking through Intralinks 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 Intralinks data safe?

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

Can Caddi connect Intralinks 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 Intralinks, 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 Intralinks?

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 Intralinks

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See it on your stack

Ready to automate Intralinks?

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