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Automate Intralinks with Caddi

Built for finance teams.

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

How it works

Automating Intralinks takes one screenshare.

Show Caddi the Intralinks 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 Intralinks 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 Intralinks

Why teams automate Intralinks

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. Power BI

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

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.

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.