AI-native automation
Connect Expensify and Gmail 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 Expensify and Gmail together
- 01
Send email in Gmail when new expense report in Expensify.
Caddi watches Expensify for new expense report and send email in Gmail — no copy-paste, no missed records.
- 02
Create expense in Expensify when new email in Gmail.
Caddi watches Gmail for new email and create expense in Expensify so the two systems stay in lockstep.
- 03
Reply to email in Gmail from Expensify events.
When report approved happens in Expensify, Caddi reply to email in Gmail 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 Expensify and Gmail
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
- 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 Expensify and Gmail?
Expensify and Gmail 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 Expensify and Gmail 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 Expensify and Gmail to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Expensify and Gmail?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Gmail, and the rest of your stack.