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AI-native automation

Automate work acrossDoc and Google Docswith Caddi AI Agents.

Automate anything you do across Doc, Google Docs, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Doc and Google Docs

  1. Client memo.docx

    1Add your documents

    Upload them, or point Caddi at their folder.

  2. Connect Google Docs to Caddi

    Allow

    2Sign in to Google Docs

    One click with your own Google Docs login. No API keys.

  3. Create document in Google Docs when new doc shared in Doc.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Doc and Google Docs together

  • 01

    Create document in Google Docs when new doc shared in Doc.

    Caddi watches Doc for new doc shared and create document in Google Docs. No copy-paste, no missed records.

  • 02

    Create document from template in Doc when new document in Google Docs.

    Caddi watches Google Docs for new document and create document from template in Doc so the two systems stay in lockstep.

  • 03

    Append text in Google Docs from Doc events.

    When doc updated happens in Doc, Caddi append text in Google Docs with the right context attached.

Actions Caddi can take across Doc and Google Docs

  • Doc

    New doc shared

    Triggers when a new document is shared with you or your team.

  • Doc

    Doc updated

    Triggers when an existing document is edited or commented on.

  • Doc

    Doc completed

    Triggers when a document is marked final or moved out of a draft state.

  • Doc

    Create document from template

    Generate a document from a template with merged fields.

  • Doc

    Insert content

    Append, prepend, or insert text into a document.

  • Doc

    Replace text

    Find-and-replace placeholder values in a document.

  • Doc

    Convert to PDF

    Convert a Word, Doc, or text file into a finalized PDF.

  • Doc

    Share with collaborators

    Grant view, comment, or edit access to a document.

  • 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 Doc and Google Docs?

Doc and Google Docs just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Doc and Google Docs end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Doc and Google Docs to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Doc + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Doc and Google Docs?

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