AI-native automation
Automate work across
eMoney and 
Gmailwith Caddi AI Agents.
Automate anything you do across eMoney, Gmail, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect eMoney and Gmail
Connect eMoney to Caddi
Allow1Sign in to eMoney
One click with your own eMoney login. No API keys.
Connect Gmail to Caddi
Allow2Sign in to Gmail
The same click again. Both tools are connected.
Send email in Gmail when new plan created in eMoney.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 eMoney and Gmail together
At an RIA the work between eMoney and Gmail is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Send email in Gmail when new plan created in eMoney.
Caddi watches eMoney for new plan created and send email in Gmail. No copy-paste, no missed records.
- 02
Create client in eMoney when new email in Gmail.
Caddi watches Gmail for new email and create client in eMoney so the two systems stay in lockstep.
- 03
Reply to email in Gmail from eMoney events.
When client data updated happens in eMoney, Caddi reply to email in Gmail with the right context attached.
Actions Caddi can take across eMoney and Gmail
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
- Gmail
New email
Triggers when a new email arrives in your inbox.
- Gmail
New email matching search
Triggers on new emails matching a Gmail search query.
- Gmail
New label applied
Triggers when a new label is applied to a message.
- Gmail
Send email
Send a new email from your Gmail account.
- Gmail
Reply to email
Reply to an existing email thread.
- Gmail
Send email with attachments
Send an email with one or more attached files.
- Gmail
Apply label
Add a label to a message or move it between folders.
Common questions
How does Caddi connect eMoney and Gmail?
eMoney and Gmail 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 eMoney and Gmail 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 eMoney and Gmail to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Gmail 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs eMoney and Gmail with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate eMoney and Gmail?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Gmail, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.