AI-native automation
Connect Google Docs and MoneyGuidePro with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Google Docs and MoneyGuidePro together
- 01
Create client in MoneyGuidePro when new document in Google Docs.
Caddi watches Google Docs for new document and create client in MoneyGuidePro — no copy-paste, no missed records.
- 02
Create document in Google Docs when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create document in Google Docs so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Google Docs events.
When document updated happens in Google Docs, Caddi update goals in MoneyGuidePro with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Google Docs and MoneyGuidePro
- 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.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Google Docs and MoneyGuidePro?
Google Docs and MoneyGuidePro just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Google Docs and MoneyGuidePro end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Google Docs and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + MoneyGuidePro 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Google Docs and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Google Docs, MoneyGuidePro, and the rest of your stack.