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Automate Zinnia SmartOffice with Caddi AI Agents

Built for finance teams.

SmartOffice by Zinnia is the CRM many insurance and financial practices run on. Caddi AI Agents keep it current through the SmartOffice API, so client and policy data does not have to be keyed twice.

Yes, Caddi integrates with Zinnia SmartOffice. It runs the Zinnia SmartOffice steps your team does by hand today, and connects it to Salesforce, Redtail CRM, and Microsoft Outlook. You teach the workflow once by screen-share; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

Get a demo on your Zinnia SmartOffice work

30 minutes. We'll show Caddi AI Agents running it end to end.

How it works

Discover, automate and govern your Zinnia SmartOffice work.

Caddi AI Agents find the repetitive work your team does in Zinnia SmartOffice, 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. 1

    Discover

    Caddi AI Agents find the repetitive Zinnia SmartOffice work and rank it by the hours it would give back, with the evidence attached.

  2. 2

    Automate

    Show them the job once, like a new hire. They build verified code and run it across your stack.

  3. 3

    Govern

    Every automation is reviewed before it runs in production, and every run is logged and replayable.

The details

What Caddi does with Zinnia SmartOffice

Why teams automate Zinnia SmartOffice

Policy and client updates get rekeyed from carrier portals and email. Caddi moves them into SmartOffice automatically.

Loops Caddi runs against Zinnia SmartOffice

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 Zinnia SmartOffice with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

Questions about automating Zinnia SmartOffice

Does Caddi have a real Zinnia SmartOffice integration?

Yes. Caddi runs verified code against Zinnia SmartOffice's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Zinnia SmartOffice is reviewed before it runs in production.

Do I need engineering help to automate Zinnia SmartOffice with Caddi?

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

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

Can Caddi connect Zinnia SmartOffice 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 Zinnia SmartOffice, 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 Zinnia SmartOffice?

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 Zinnia SmartOffice

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Ready to automate Zinnia SmartOffice?

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