AI-native automation
Automate work across
Gmail and 
Rocket Matterby 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 Gmail and Rocket Matter 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 Gmail and Rocket Matter together
- 01
Create matter in Rocket Matter when new email in Gmail.
Caddi watches Gmail for new email and create matter in Rocket Matter — no copy-paste, no missed records.
- 02
Send email in Gmail when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and send email in Gmail so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from Gmail events.
When new email matching search happens in Gmail, Caddi post time entry in Rocket Matter with the right context attached.
Actions Caddi can take across Gmail and Rocket Matter
- 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.
- Rocket Matter
New matter
Triggers when a new matter is opened in Rocket Matter.
- Rocket Matter
Time entry posted
Triggers when a new time entry is recorded.
- Rocket Matter
New invoice
Triggers when an invoice is generated.
- Rocket Matter
Create matter
Open a new Rocket Matter matter with client and billing details.
- Rocket Matter
Post time entry
Record a time entry against a matter.
- Rocket Matter
Add expense
Record a billable expense against a matter.
- Rocket Matter
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Gmail and Rocket Matter?
Gmail and Rocket Matter 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 Gmail and Rocket Matter 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 Gmail and Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + Rocket Matter 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 Gmail and Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against Gmail, Rocket Matter, and the rest of your stack.