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AI-native automation

Automate work acrossFilevine and Google Calendarby 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.

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Help me automate pre-meeting prep packet in Filevine and Google Calendar. Caddi builds the loop and runs it.

FilevineLegal
Google CalendarProductivity

See it on your stack

See Caddi run Filevine and Google Calendar 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 Filevine and Google Calendar together

  • 01

    Create event in Google Calendar when new project in Filevine.

    Caddi watches Filevine for new project and create event in Google Calendar — no copy-paste, no missed records.

  • 02

    Create project in Filevine when new event in Google Calendar.

    Caddi watches Google Calendar for new event and create project in Filevine so the two systems stay in lockstep.

  • 03

    Update event in Google Calendar from Filevine events.

    When phase changed happens in Filevine, Caddi update event in Google Calendar with the right context attached.

Actions Caddi can take across Filevine and Google Calendar

  • Filevine

    New project

    Triggers when a new project (matter) is created.

  • Filevine

    Phase changed

    Triggers when a project advances to a new phase.

  • Filevine

    New activity

    Triggers when a note, task, or call is added.

  • Filevine

    Document uploaded

    Triggers when a document is added to a project.

  • Filevine

    Create project

    Open a new Filevine project with intake, contacts, and section data.

  • Filevine

    Create contact

    Add a contact to a project with role and relationship data.

  • Filevine

    Upload document

    Add a document to a project with optional metadata.

  • Filevine

    Create task

    Schedule a follow-up task against a project or team member.

  • Filevine

    Add note

    Append a timestamped note to a project's activity feed.

  • Google Calendar

    New event

    Triggers when a new event is added to a calendar.

  • Google Calendar

    Event updated

    Triggers when an existing event is modified.

  • Google Calendar

    Event starting soon

    Triggers shortly before an event begins.

  • Google Calendar

    Create event

    Add a new event with attendees, location, and reminders.

  • Google Calendar

    Update event

    Modify an existing event's time, attendees, or details.

  • Google Calendar

    Delete event

    Cancel an event and optionally notify attendees.

  • Google Calendar

    Find event

    Search the calendar by query and date range.

Common questions

How does Caddi connect Filevine and Google Calendar?

Filevine and Google Calendar 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 Filevine and Google Calendar 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 Filevine and Google Calendar to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + Google Calendar 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 Filevine and Google Calendar?

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