AI-native automation

Connect Doc and Gusto 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…
DocDocument format
Caddi can…
GustoProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Doc and Gusto together

  • 01

    Create employee in Gusto when new doc shared in Doc.

    Caddi watches Doc for new doc shared and create employee in Gusto — no copy-paste, no missed records.

  • 02

    Create document from template in Doc when new employee in Gusto.

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

  • 03

    Update employee in Gusto from Doc events.

    When doc updated happens in Doc, Caddi update employee in Gusto 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 Doc and Gusto

  • 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.

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

Common questions

How does Caddi connect Doc and Gusto?

Doc and Gusto 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 Doc and Gusto 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 Doc and Gusto to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Doc + Gusto 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 Doc and Gusto?

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