AI-native automation
Connect Docusign and Google Sheets 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 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.
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 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. 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 Docusign and Google Sheets 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 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 the screenshare. 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.