NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22Booth 204

SolutionsScheduling & follow-ups

Automate scheduling and follow-ups. So nothing depends on memory.

Caddi books the meeting, sends the reminders, fires the next-step nudge, and logs every touch back to the client record.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi booked the monthEvery review due this month, booked
Reviews due
  • Larkspur FamilyBooked 10:00, Oct 22
  • Chen HouseholdBooked 2:00, Oct 26
  • Okafor TrustBooked 9:30, Oct 28
  • Patel FamilyBooked 11:00, Oct 30
  • Reyes HouseholdDue Oct 30No reply in 7 days, advisor told
M. Chen · October 20264 reviews, reminders set
MonTueWedThuFri282930125Team67891213Compliance141516192021Prospect22Larkspur10:002326Chen2:0027Board28Okafor9:302930Patel11:00

4 of 5 reviews booked1 for the advisor

Firms running Caddi

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Portner & Shure
  • Knight Law Group

01Memory

Follow-through that depends on someone remembering.

Annual reviews, reminders, and next steps live in someone's head, and they go cold the week that person is busy.

Where it lives today

  • Review due this month
  • Six emails to find a time
  • Sticky note: call back
  • Link sent, never booked
Booked reviewOutlook

02The run

Booked, reminded, and followed up on its own.

Every follow-up fires on schedule, whether or not the person who owns it is heads-down on something else.

Caddi run

  1. Review comes dueSalesforce
  2. Invite sent, time bookedCalendly
  3. Reminder and prep sentOutlook
  4. Touch logged to the householdSalesforce

No reply in a week? The advisor is told

03Record

Every touch on the record.

Reminders sent, meetings booked, follow-ups opened, all logged to the household without anyone writing notes.

Household · Larkspur Family
Annual review
Booked Thu, Oct 23, 10:00
Reminder
Sent Oct 21
Prep packet
Sent to the advisor
Follow-ups
Opened after the meeting
RMD question
For reviewNeeds the advisor

From firms running Caddi

“It ran this morning at 6 a.m. It's working great. It's doing its job, and that's wonderful.”

Client service operations manager, RIA

“I like that there's notifications and it just works in the background.”

Client service specialist, RIA

Review scheduling workflows teams run on Caddi

See all

Caddi

Make follow-through automatic

See how teams use Caddi to keep every reminder and review on schedule, in a 30-minute walkthrough on your own follow-up workflow.