- Automations
- Filevine + Google Meet
AI-native automation
Connect Filevine and Google Meet 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 Filevine and Google Meet together
- 01
Create meeting link in Google Meet when new project in Filevine.
Caddi watches Filevine for new project and create meeting link in Google Meet — no copy-paste, no missed records.
- 02
Create project in Filevine when meeting started in Google Meet.
Caddi watches Google Meet for meeting started and create project in Filevine so the two systems stay in lockstep.
- 03
Create meeting link in Google Meet from Filevine events.
When phase changed happens in Filevine, Caddi create meeting link in Google Meet 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 Filevine and Google Meet
FilevineNew project
Triggers when a new project (matter) is created.
FilevinePhase changed
Triggers when a project advances to a new phase.
FilevineNew activity
Triggers when a note, task, or call is added.
FilevineDocument uploaded
Triggers when a document is added to a project.
FilevineCreate project
Open a new Filevine project with intake, contacts, and section data.
FilevineCreate contact
Add a contact to a project with role and relationship data.
FilevineUpload document
Add a document to a project with optional metadata.
FilevineCreate task
Schedule a follow-up task against a project or team member.
FilevineAdd note
Append a timestamped note to a project's activity feed.
Google MeetMeeting started
Triggers when a Meet session begins.
Google MeetMeeting ended
Triggers when a Meet session ends.
Google MeetCreate meeting link
Generate a Meet link attached to a calendar event.
Common questions
How does Caddi connect Filevine and Google Meet?
Filevine and Google Meet 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 Filevine and Google Meet 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 Filevine and Google Meet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + Google Meet 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 Filevine and Google Meet?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, Google Meet, and the rest of your stack.




