AI-native automation
Automate work across
Filevine and 
Google Meetby 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.
Help me automate meeting note write-back in Filevine and Google Meet. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Filevine and Google Meet 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
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.
Actions Caddi can take across Filevine and Google Meet
- 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 Meet
Meeting started
Triggers when a Meet session begins.
- Google Meet
Meeting ended
Triggers when a Meet session ends.
- Google Meet
Create 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. 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 Meet 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 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 that first walkthrough. 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.
Or skip the demo: sign up free and build it yourself.