AI-native automation
Automate work across
Gmail and 
Sage Intacctwith Caddi AI Agents.
Automate anything you do across Gmail, Sage Intacct, 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 Sage Intacct
Connect Gmail to Caddi
Allow1Sign in to Gmail
One click with your own Gmail login. No API keys.
Connect Sage Intacct to Caddi
Allow2Sign in to Sage Intacct
The same click again. Both tools are connected.
When something new comes in to Gmail, update Sage Intacct.
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 Sage Intacct together
- 01
Keep Gmail and Sage Intacct in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Gmail and Sage Intacct
- 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.
Common questions
How does Caddi connect Gmail and Sage Intacct?
Gmail and Sage Intacct 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 Sage Intacct 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 Sage Intacct to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + Sage Intacct 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 Gmail and Sage Intacct?
Drop your work email and we'll show you Caddi running end-to-end against Gmail, Sage Intacct, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.