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AI-native automation

Automate work acrossGoogle Docs and Squarewith Caddi AI Agents.

Connect Google Docs and Square: Create invoice in Square when new document in Google Docs. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Google DocsProductivity
SquareFinance

Discover, automate and govern the work between Google Docs and Square

Caddi AI Agents find the repetitive handoffs between Google Docs and Square, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Square together

  • 01

    Create invoice in Square when new document in Google Docs.

    Caddi watches Google Docs for new document and create invoice in Square. No copy-paste, no missed records.

  • 02

    Create document in Google Docs when new payment in Square.

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

  • 03

    Create customer in Square from Google Docs events.

    When document updated happens in Google Docs, Caddi create customer in Square with the right context attached.

Actions Caddi can take across Google Docs and Square

  • 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.

  • Square

    New payment

    Triggers when a payment completes.

  • Square

    Invoice paid

    Triggers when a Square invoice is paid.

  • Square

    New customer

    Triggers when a customer is created.

  • Square

    Create invoice

    Send a Square invoice to a customer.

  • Square

    Create customer

    Add a customer with contact details.

  • Square

    Fetch payouts

    Pull payouts and fees for reconciliation.

Common questions

How does Caddi connect Google Docs and Square?

Google Docs and Square 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 Square 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 Square to other tools too?

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

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