Meet Caddi in personFuture ProofSep 14–17Booth 248 · Zone 1ADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossGoogle Calendar and Zocksby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for one user.

Help me automate meeting notes to CRM in Google Calendar and Zocks. Caddi builds the loop and runs it.

Google CalendarProductivity
ZocksFinance

See it on your stack

See Caddi run Google Calendar and Zocks together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Google Calendar and Zocks together

  • 01

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

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

  • 02

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

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

  • 03

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

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

Actions Caddi can take across Google Calendar and Zocks

  • 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.

  • Zocks

    Meeting summary ready

    Triggers when Zocks finishes structuring notes for a client meeting.

  • Zocks

    Action item created

    Triggers when Zocks extracts a follow-up task from a meeting.

  • Zocks

    Client fact captured

    Triggers when Zocks records a new or changed data point (goals, family, accounts).

  • Zocks

    Fetch meeting summary

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

  • Zocks

    Draft follow-up email

    Generate the client recap email from the meeting's action items.

  • Zocks

    Sync to CRM

    Push the meeting notes and extracted facts to the connected CRM record.

Common questions

How does Caddi connect Google Calendar and Zocks?

Google Calendar and Zocks 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 Zocks 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 Zocks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Calendar + Zocks 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 Google Calendar and Zocks?

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