AI-native automation

Connect Black Diamond and Google Meet 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

Caddi can…
Black DiamondFinance
Caddi can…
Google MeetProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Black Diamond and Google Meet together

  • 01

    Create meeting link in Google Meet when report generated in Black Diamond.

    Caddi watches Black Diamond for report generated and create meeting link in Google Meet — no copy-paste, no missed records.

  • 02

    Generate report in Black Diamond when meeting started in Google Meet.

    Caddi watches Google Meet for meeting started and generate report in Black Diamond so the two systems stay in lockstep.

  • 03

    Create meeting link in Google Meet from Black Diamond events.

    When account updated happens in Black Diamond, Caddi create meeting link in Google Meet with the right context attached.

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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Black Diamond and Google Meet

  • 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 Meet

    Meeting started

    Triggers when a Meet session begins.

  • Google Meet

    Meeting ended

    Triggers when a Meet session ends.

  • Google Meet

    Create meeting link

    Generate a Meet link attached to a calendar event.

Common questions

How does Caddi connect Black Diamond and Google Meet?

Black Diamond and Google Meet 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 Meet 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 Meet to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Google Meet 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 Meet?

Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Google Meet, and the rest of your stack.