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AI-native automation

Automate work acrossDocusign and Google Meetby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate meeting note write-back in Docusign and Google Meet. Caddi builds the loop and runs it.

DocusignProductivity
Google MeetProductivity

See it on your stack

See Caddi run Docusign and Google Meet together.

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

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Docusign and Google Meet together

  • 01

    Create meeting link in Google Meet when envelope completed in Docusign.

    Caddi watches Docusign for envelope completed and create meeting link in Google Meet — no copy-paste, no missed records.

  • 02

    Send envelope from template in Docusign when meeting started in Google Meet.

    Caddi watches Google Meet for meeting started and send envelope from template in Docusign so the two systems stay in lockstep.

  • 03

    Create meeting link in Google Meet from Docusign events.

    When envelope sent happens in Docusign, Caddi create meeting link in Google Meet with the right context attached.

Actions Caddi can take across Docusign and Google Meet

  • Docusign

    Envelope completed

    Triggers when all signers complete an envelope.

  • Docusign

    Envelope sent

    Triggers when an envelope is sent for signature.

  • Docusign

    Recipient signed

    Triggers when a single recipient completes signing.

  • Docusign

    Envelope declined

    Triggers when a recipient declines an envelope.

  • Docusign

    Send envelope from template

    Send a pre-built template out for signature with merged fields.

  • Docusign

    Send envelope from document

    Send an arbitrary document out for signature.

  • Docusign

    Void envelope

    Cancel an in-flight envelope with a reason.

  • Docusign

    Download signed PDF

    Pull the executed PDF and certificate from a completed envelope.

  • Docusign

    Move envelope

    Move a completed envelope to a specified folder.

  • 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 Docusign and Google Meet?

Docusign and Google Meet 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 Docusign and Google Meet 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 Docusign and Google Meet to other tools too?

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

Ready to automate Docusign and Google Meet?

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