NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossGoogle Docs and Klaviyowith Caddi AI Agents.

Automate anything you do across Google Docs, Klaviyo, 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 Klaviyo

  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 Klaviyo to Caddi

    Allow

    2Sign in to Klaviyo

    The same click again. Both tools are connected.

  3. Create or update profile in Klaviyo 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.

  • 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 Klaviyo together

  • 01

    Create or update profile in Klaviyo when new document in Google Docs.

    Caddi watches Google Docs for new document and create or update profile in Klaviyo. No copy-paste, no missed records.

  • 02

    Create document in Google Docs when profile created in Klaviyo.

    Caddi watches Klaviyo for profile created and create document in Google Docs so the two systems stay in lockstep.

  • 03

    Add to list in Klaviyo from Google Docs events.

    When document updated happens in Google Docs, Caddi add to list in Klaviyo with the right context attached.

Actions Caddi can take across Google Docs and Klaviyo

  • 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.

  • Klaviyo

    Profile created

    Triggers when a new profile is added.

  • Klaviyo

    Added to list

    Triggers when a profile joins a list.

  • Klaviyo

    Campaign sent

    Triggers when a campaign goes out.

  • Klaviyo

    Create or update profile

    Upsert a profile with properties.

  • Klaviyo

    Add to list

    Subscribe a profile to a list.

  • Klaviyo

    Track event

    Record a custom event on a profile.

Common questions

How does Caddi connect Google Docs and Klaviyo?

Google Docs and Klaviyo 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 Klaviyo 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 Klaviyo to other tools too?

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

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