Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossDocusign and Google Sheetsby 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.

Sign up freeFree for 14 days.

Help me automate vendor Bill Creation in Docusign and Google Sheets. Caddi builds the loop and runs it.

DocusignProductivity
Google SheetsProductivity

See it on your stack

See Caddi run Docusign and Google Sheets 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 Sheets together

  • 01

    Add row in Google Sheets when envelope completed in Docusign.

    Caddi watches Docusign for envelope completed and add row in Google Sheets — no copy-paste, no missed records.

  • 02

    Send envelope from template in Docusign when new row in Google Sheets.

    Caddi watches Google Sheets for new row and send envelope from template in Docusign so the two systems stay in lockstep.

  • 03

    Update row in Google Sheets from Docusign events.

    When envelope sent happens in Docusign, Caddi update row in Google Sheets with the right context attached.

Actions Caddi can take across Docusign and Google Sheets

  • 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 Sheets

    New row

    Triggers when a new row is added to a sheet.

  • Google Sheets

    Row updated

    Triggers when an existing row is modified.

  • Google Sheets

    Add row

    Append a new row to a sheet.

  • Google Sheets

    Update row

    Modify cells in an existing row.

  • Google Sheets

    Find row

    Search a sheet by column value and return matching rows.

  • Google Sheets

    Clear range

    Empty a specified range of cells.

Common questions

How does Caddi connect Docusign and Google Sheets?

Docusign and Google Sheets 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 Sheets 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 Sheets to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Docusign + Google Sheets 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 Sheets?

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