AI-native automation
Automate work across
Google Docs and 
Xeroby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Google Docs and Xero together.
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.
- 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
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.
Practical ways to use Google Docs and Xero together
- 01
Create invoice in Xero when new document in Google Docs.
Caddi watches Google Docs for new document and create invoice in Xero — no copy-paste, no missed records.
- 02
Create document in Google Docs when new invoice in Xero.
Caddi watches Xero for new invoice and create document in Google Docs so the two systems stay in lockstep.
- 03
Record payment in Xero from Google Docs events.
When document updated happens in Google Docs, Caddi record payment in Xero with the right context attached.
Actions Caddi can take across Google Docs and Xero
- 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.
- Xero
New invoice
Triggers when a new invoice is created.
- Xero
Payment received
Triggers when a payment is recorded.
- Xero
New contact
Triggers when a new contact is added.
- Xero
Create invoice
Generate an invoice for a contact with line items.
- Xero
Record payment
Apply a payment against one or more invoices.
- Xero
Create contact
Add a new Xero contact.
- Xero
Create bill
Record a new bill against a vendor.
Common questions
How does Caddi connect Google Docs and Xero?
Google Docs and Xero 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 Xero 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 Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + Xero 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 Xero?
Drop your work email and we'll show you Caddi running end-to-end against Google Docs, Xero, and the rest of your stack.