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AI-native automation

Automate work acrossGoogle Calendar and Jumpwith Caddi AI Agents.

Connect Google Calendar and Jump: Fetch meeting summary in Jump when new event in Google Calendar. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Google CalendarProductivity
JumpFinance

Discover, automate and govern the work between Google Calendar and Jump

Caddi AI Agents find the repetitive handoffs between Google Calendar and Jump, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Google Calendar and Jump together

At an RIA the work between Google Calendar and Jump is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.

  • 01

    Fetch meeting summary in Jump when new event in Google Calendar.

    Caddi watches Google Calendar for new event and fetch meeting summary in Jump. No copy-paste, no missed records.

  • 02

    Create event in Google Calendar when meeting summary ready in Jump.

    Caddi watches Jump for meeting summary ready and create event in Google Calendar so the two systems stay in lockstep.

  • 03

    Draft follow-up email in Jump from Google Calendar events.

    When event updated happens in Google Calendar, Caddi draft follow-up email in Jump with the right context attached.

Actions Caddi can take across Google Calendar and Jump

  • Google Calendar

    New event

    Triggers when a new event is added to a calendar.

  • Google Calendar

    Event updated

    Triggers when an existing event is modified.

  • Google Calendar

    Event starting soon

    Triggers shortly before an event begins.

  • Google Calendar

    Create event

    Add a new event with attendees, location, and reminders.

  • Google Calendar

    Update event

    Modify an existing event's time, attendees, or details.

  • Google Calendar

    Delete event

    Cancel an event and optionally notify attendees.

  • Google Calendar

    Find event

    Search the calendar by query and date range.

  • Jump

    Meeting summary ready

    Triggers when Jump finishes a meeting summary.

  • Jump

    Action item created

    Triggers when Jump captures a follow-up task.

  • Jump

    Client fact captured

    Triggers when Jump records a new or changed client detail.

  • Jump

    Fetch meeting summary

    Pull the summary, tasks and data points for a meeting.

  • Jump

    Draft follow-up email

    Draft the client recap from the action items.

  • Jump

    Sync to CRM

    Push notes and facts to the connected CRM record.

Common questions

How does Caddi connect Google Calendar and Jump?

Google Calendar and Jump 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 Google Calendar and Jump 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 Google Calendar and Jump to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Calendar + Jump 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 RIAs and financial advisors?

Yes. Caddi runs Google Calendar and Jump with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.

Ready to automate Google Calendar and Jump?

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