AI-native automation
Connect Black Diamond and Google Docs with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Black Diamond and Google Docs together
- 01
Create document in Google Docs when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create document in Google Docs — no copy-paste, no missed records.
- 02
Generate report in Black Diamond when new document in Google Docs.
Caddi watches Google Docs for new document and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Append text in Google Docs from Black Diamond events.
When account updated happens in Black Diamond, Caddi append text in Google Docs with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Black Diamond and Google Docs
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
- Google Docs
New document
Triggers when a new doc is created in a folder.
- Google Docs
Document updated
Triggers when an existing doc is edited.
- Google Docs
Create document
Create a new Google Doc with a title and starter content.
- Google Docs
Append text
Append text to the end of an existing doc.
- Google Docs
Replace text
Find-and-replace all occurrences of a string in a doc.
- Google Docs
Create from template
Generate a doc from a template with merge fields.
Common questions
How does Caddi connect Black Diamond and Google Docs?
Black Diamond and Google Docs just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Black Diamond and Google Docs end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Black Diamond and Google Docs to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Google Docs loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Black Diamond and Google Docs?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Google Docs, and the rest of your stack.