AI-native automation
Automate work across
Gmail and 
Relativitywith Caddi AI Agents.
Automate anything you do across Gmail, Relativity, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Gmail and Relativity
Connect Gmail to Caddi
Allow1Sign in to Gmail
One click with your own Gmail login. No API keys.
Connect Relativity to Caddi
Allow2Sign in to Relativity
The same click again. Both tools are connected.
Create workspace in Relativity when new email in Gmail.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 · 150+ tools across legal, finance, and operations
Practical ways to use Gmail and Relativity together
In a law firm the work between Gmail and Relativity is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create workspace in Relativity when new email in Gmail.
Caddi watches Gmail for new email and create workspace in Relativity. No copy-paste, no missed records.
- 02
Send email in Gmail when new matter in Relativity.
Caddi watches Relativity for new matter and send email in Gmail so the two systems stay in lockstep.
- 03
Upload documents in Relativity from Gmail events.
When new email matching search happens in Gmail, Caddi upload documents in Relativity with the right context attached.
Actions Caddi can take across Gmail and Relativity
- 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.
- Relativity
New matter
Triggers when a new matter or case is created.
- Relativity
Document promoted
Triggers when a reviewed document is promoted or marked responsive.
- Relativity
Coding updated
Triggers when coding decisions change on a document.
- Relativity
New production
Triggers when a production set is generated.
- Relativity
Create workspace
Stand up a new review workspace from the firm's template.
- Relativity
Upload documents
Load documents into a workspace with metadata and folder placement.
- Relativity
Label documents
Apply tags, folders, or coding fields to a set of documents.
- Relativity
Sync coding fields
Write coding decisions and production status back to the system of record.
- Relativity
Search documents
Find documents by metadata, coding, or content.
Common questions
How does Caddi connect Gmail and Relativity?
Gmail and Relativity 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 Gmail and Relativity 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 Gmail and Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + Relativity 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.
Does this work for law firms?
Yes. Caddi runs Gmail and Relativity with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Gmail and Relativity?
Drop your work email and we'll show you Caddi running end-to-end against Gmail, Relativity, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.