AI-native automation
Connect Google Docs and Salesforce 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 Salesforce together
- 01
Create record in Salesforce when new document in Google Docs.
Caddi watches Google Docs for new document and create record in Salesforce — no copy-paste, no missed records.
- 02
Create document in Google Docs when new record in Salesforce.
Caddi watches Salesforce for new record and create document in Google Docs so the two systems stay in lockstep.
- 03
Update record in Salesforce from Google Docs events.
When document updated happens in Google Docs, Caddi update record in Salesforce 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 Salesforce
- 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.
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
Common questions
How does Caddi connect Google Docs and Salesforce?
Google Docs and Salesforce 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 Salesforce 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 Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + Salesforce 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 Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Google Docs, Salesforce, and the rest of your stack.