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AI-native automation

Automate work acrossGmail and Smartsheetwith Caddi AI Agents.

Automate anything you do across Gmail, Smartsheet, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Gmail and Smartsheet

  1. Connect Gmail to Caddi

    Allow

    1Sign in to Gmail

    One click with your own Gmail login. No API keys.

  2. Connect Smartsheet to Caddi

    Allow

    2Sign in to Smartsheet

    The same click again. Both tools are connected.

  3. Add row in Smartsheet when new email in Gmail.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Smartsheet together

  • 01

    Add row in Smartsheet when new email in Gmail.

    Caddi watches Gmail for new email and add row in Smartsheet. No copy-paste, no missed records.

  • 02

    Send email in Gmail when new row in Smartsheet.

    Caddi watches Smartsheet for new row and send email in Gmail so the two systems stay in lockstep.

  • 03

    Update row in Smartsheet from Gmail events.

    When new email matching search happens in Gmail, Caddi update row in Smartsheet with the right context attached.

Actions Caddi can take across Gmail and Smartsheet

  • 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.

  • Smartsheet

    New row

    Triggers when a new row is added to a sheet.

  • Smartsheet

    Row updated

    Triggers when an existing row is modified.

  • Smartsheet

    Add row

    Append a new row to a sheet with cell values.

  • Smartsheet

    Update row

    Modify cells in an existing row.

  • Smartsheet

    Find row

    Search a sheet by text or column value.

  • Smartsheet

    Attach file to row

    Add a file or URL to a row.

Common questions

How does Caddi connect Gmail and Smartsheet?

Gmail and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + Smartsheet 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 Smartsheet?

Drop your work email and we'll show you Caddi running end-to-end against Gmail, Smartsheet, and the rest of your stack.