AI-native automation
Automate work across
FactSet and 
Google Docsby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run FactSet and Google Docs together.
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.
- 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
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.
Practical ways to use FactSet and Google Docs together
- 01
Keep FactSet and Google Docs in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across FactSet and Google Docs
- Google Docs
New document
Triggers when a new doc is created in a folder.
- Google Docs
Document updated
Triggers when an existing doc is edited.
- Google Docs
Create document
Create a new Google Doc with a title and starter content.
- Google Docs
Append text
Append text to the end of an existing doc.
- Google Docs
Replace text
Find-and-replace all occurrences of a string in a doc.
- Google Docs
Create from template
Generate a doc from a template with merge fields.
Common questions
How does Caddi connect FactSet and Google Docs?
FactSet and Google Docs 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 FactSet and Google Docs 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 FactSet and Google Docs to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FactSet + Google Docs 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 FactSet and Google Docs?
Drop your work email and we'll show you Caddi running end-to-end against FactSet, Google Docs, and the rest of your stack.