Automate Jump with Caddi AI Agents
Built for finance teams.
Jump captures and summarizes advisor meetings. Caddi AI Agents take each summary and route the facts, tasks and follow-ups to the rest of the firm's stack.
Yes, Caddi integrates with Jump. It runs 6 supported actions in Jump, including meeting summary ready, action item created, and client fact captured, and connects it to Zocks, Wealthbox, and Practifi. 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.
Supported actions6
- Meeting summary readyTriggers when Jump finishes a meeting summary.
- Action item createdTriggers when Jump captures a follow-up task.
- Client fact capturedTriggers when Jump records a new or changed client detail.
- Fetch meeting summaryPull the summary, tasks and data points for a meeting.
- Draft follow-up emailDraft the client recap from the action items.
- Sync to CRMPush notes and facts to the connected CRM record.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Get a demo on your Jump work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your Jump work.
Caddi AI Agents find the repetitive work your team does in Jump, 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.
- 1
Discover
Caddi AI Agents find the repetitive Jump 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.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
WealthboxWhat Caddi does with Jump
Why teams automate Jump
A meeting summary still has to reach the CRM, the planning tool and the client. Caddi moves Jump output to each of them the same way every time.
Loops Caddi runs against Jump
Notes to CRM
Recommended patternCaddi writes the Jump meeting summary to the household in Wealthbox and updates changed fields.
Follow-up email
Recommended patternCaddi drafts the client recap from Jump action items and queues it in Outlook for advisor approval.
Service tasks
Recommended patternCaddi opens the service requests from a Jump meeting as tasks in Practifi.
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 Jump with no rekeying.
Meeting prep & follow-up
Pull the right Jump 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 Jump metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Jump, and write the audit-ready record back to the right account.
Questions about automating Jump
Does Caddi have a real Jump integration?
Yes. Caddi runs verified code against Jump's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Jump is reviewed before it runs in production.
Do I need engineering help to automate Jump with Caddi?
No. You demonstrate the workflow, clicking through Jump 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 Jump data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Jump, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Jump 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 Jump, 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 Jump?
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 Jump?
Drop your work email and we'll show you Caddi running end-to-end against Jump and the rest of your stack.