- Automations
- CASEpeer + Google Drive
AI-native automation
Connect CASEpeer and Google Drive 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 CASEpeer and Google Drive together
- 01
Upload file in Google Drive when new case in CASEpeer.
Caddi watches CASEpeer for new case and upload file in Google Drive — no copy-paste, no missed records.
- 02
Create case in CASEpeer when new file in folder in Google Drive.
Caddi watches Google Drive for new file in folder and create case in CASEpeer so the two systems stay in lockstep.
- 03
Create folder in Google Drive from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi create folder in Google Drive 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 CASEpeer and Google Drive
CASEpeerNew case
Triggers when a new case is created in CasePeer.
CASEpeerCase stage changed
Triggers when a case advances to a new stage.
CASEpeerNew intake
Triggers when a new lead enters the intake pipeline.
CASEpeerCreate case
Open a new CasePeer case with client, incident, and intake fields.
CASEpeerCreate contact
Add a contact (client, witness, opposing party) to a case.
CASEpeerAdd note
Log a timestamped note against a case.
CASEpeerUpdate case stage
Advance a case to the next stage with optional owner change.
Google DriveNew file in folder
Triggers when a file is added to a watched folder.
Google DriveFile updated
Triggers when a file is modified.
Google DriveUpload file
Upload a file to a specific Drive folder.
Google DriveCreate folder
Create a new folder under a parent.
Google DriveCopy file
Duplicate a file with optional renaming and destination.
Google DriveExport file
Export a Google Doc, Sheet, or Slide to PDF/DOCX/XLSX.
Common questions
How does Caddi connect CASEpeer and Google Drive?
CASEpeer and Google Drive 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 CASEpeer and Google Drive 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 CASEpeer and Google Drive to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Google Drive 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 CASEpeer and Google Drive?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Google Drive, and the rest of your stack.




