NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossGoogle Docs and Jotformwith Caddi AI Agents.

Automate anything you do across Google Docs, Jotform, 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 Google Docs and Jotform

  1. Connect Google Docs to Caddi

    Allow

    1Sign in to Google Docs

    One click with your own Google Docs login. No API keys.

  2. Connect Jotform to Caddi

    Allow

    2Sign in to Jotform

    The same click again. Both tools are connected.

  3. Fetch submission in Jotform when new document in Google Docs.

    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 Google Docs and Jotform together

  • 01

    Fetch submission in Jotform when new document in Google Docs.

    Caddi watches Google Docs for new document and fetch submission in Jotform. No copy-paste, no missed records.

  • 02

    Create document in Google Docs when new submission in Jotform.

    Caddi watches Jotform for new submission and create document in Google Docs so the two systems stay in lockstep.

  • 03

    Prefill form in Jotform from Google Docs events.

    When document updated happens in Google Docs, Caddi prefill form in Jotform with the right context attached.

Actions Caddi can take across Google Docs and Jotform

  • Google Docs

    New document

    Triggers when a new doc is created in a folder.

  • Google Docs

    Document updated

    Triggers when an existing doc is edited.

  • Google Docs

    Create document

    Create a new Google Doc with a title and starter content.

  • Google Docs

    Append text

    Append text to the end of an existing doc.

  • Google Docs

    Replace text

    Find-and-replace all occurrences of a string in a doc.

  • Google Docs

    Create from template

    Generate a doc from a template with merge fields.

  • Jotform

    New submission

    Triggers when a Jotform form is submitted.

  • Jotform

    File uploaded

    Triggers when a submission includes an attachment.

  • Jotform

    Payment received

    Triggers when a payment form is completed.

  • Jotform

    Fetch submission

    Pull the answers and files for a submission.

  • Jotform

    Prefill form

    Send a form link with known fields filled in.

  • Jotform

    Update submission

    Edit fields on an existing submission.

Common questions

How does Caddi connect Google Docs and Jotform?

Google Docs and Jotform 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 Jotform 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 Jotform to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + Jotform 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 Jotform?

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