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Finance

Automate Jump with Caddi AI Agents

Built for finance teams.

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.

The differenceMost Jump integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Jump and every tool it touches, including the screens with no API.

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.

Visit jumpapp.com

How to automate Jump

  1. Connect Jump to Caddi

    Allow

    1Sign in to Jump

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

  2. Automate notes to CRM in Jump.

    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

Jump integrations

Connect Jump with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Jump

Why teams automate Jump

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.

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 pattern
    1. Jump
    2. Wealthbox

    Caddi writes the Jump meeting summary to the household in Wealthbox and updates changed fields.

  • Follow-up email

    Recommended pattern
    1. Jump
    2. Microsoft Outlook

    Caddi drafts the client recap from Jump action items and queues it in Outlook for advisor approval.

  • Service tasks

    Recommended pattern
    1. Jump
    2. Practifi

    Caddi 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.

Often automated alongside Jump

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See it on your stack

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.