- Automations
- Google Docs + HubSpot
AI-native automation
Automate work across
Google Docs and
HubSpotby 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.
Help me automate lead-to-onboarding in Google Docs and HubSpot. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Google Docs and HubSpot 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Google Docs and HubSpot together
- 01
Create contact in HubSpot when new document in Google Docs.
Caddi watches Google Docs for new document and create contact in HubSpot — no copy-paste, no missed records.
- 02
Create document in Google Docs when new contact in HubSpot.
Caddi watches HubSpot for new contact and create document in Google Docs so the two systems stay in lockstep.
- 03
Update contact in HubSpot from Google Docs events.
When document updated happens in Google Docs, Caddi update contact in HubSpot with the right context attached.
Actions Caddi can take across Google Docs and HubSpot
Google DocsNew document
Triggers when a new doc is created in a folder.
Google DocsDocument updated
Triggers when an existing doc is edited.
Google DocsCreate document
Create a new Google Doc with a title and starter content.
Google DocsAppend text
Append text to the end of an existing doc.
Google DocsReplace text
Find-and-replace all occurrences of a string in a doc.
Google DocsCreate from template
Generate a doc from a template with merge fields.
HubSpotNew contact
Triggers when a new contact is added to HubSpot.
HubSpotNew deal
Triggers when a new deal is created.
HubSpotDeal stage changed
Triggers when a deal advances to a new stage.
HubSpotNew form submission
Triggers when a HubSpot form is submitted.
HubSpotCreate contact
Add a new HubSpot contact with custom properties.
HubSpotUpdate contact
Modify an existing contact's properties.
HubSpotCreate deal
Open a new deal with pipeline, amount, and associations.
HubSpotUpdate deal
Modify a deal's stage, amount, or close date.
HubSpotCreate task
Schedule a follow-up task against a contact or deal.
Common questions
How does Caddi connect Google Docs and HubSpot?
Google Docs and HubSpot 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 Docs and HubSpot 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 Docs and HubSpot to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + HubSpot 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 Docs and HubSpot?
Drop your work email and we'll show you Caddi running end-to-end against Google Docs, HubSpot, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




