Automate Redtail with Caddi
Built for finance teams.
Redtail is the advisor-built CRM that countless RIAs rely on. Caddi automates the rote work of keeping Redtail current — meeting notes, document statuses, workflow steps — across every household.
The work around Redtail is where time disappears.
If Redtail is the firm's source of truth, then every hour spent maintaining it manually is an hour the team isn't advising. Caddi keeps Redtail in sync with email, document storage, and planning tools without anyone touching a workflow.
Loops Caddi runs against Redtail
Meeting note write-back
Recommended patternCaddi turns each client meeting recording into a structured Redtail note, opens the right follow-up activities, and tags the household.
Document filing + activity update
Recommended patternWhen a signed document lands in cloud storage, Caddi files it to the right household and closes out the related Redtail activity.
Workflow auto-advance
Recommended patternCaddi watches for completion signals (signed packet, funded account, sent email) and advances the matching Redtail workflow step without anyone clicking.
Caddi + Redtail, in practice
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Redtail with no rekeying.
Meeting prep & follow-up
Pull the right Redtail 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 Redtail metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Redtail, and write the audit-ready record back to the right account.
Questions about automating Redtail
Does Caddi have a real Redtail integration?
Yes. Caddi runs verified code against Redtail's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Redtail is reviewed before it runs in production.
Do I need engineering help to automate Redtail with Caddi?
No. You demonstrate the workflow once — clicking through Redtail 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 Redtail 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 Redtail with no model in the loop.
Can Caddi connect Redtail 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 Redtail, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Redtail?
Drop your work email and we'll show you Caddi running end-to-end against Redtail and the rest of your stack.