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AI-native automation

Automate work acrossGoogle Drive and Relativitywith Caddi AI Agents.

Automate anything you do across Google Drive, Relativity, 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 Drive and Relativity

  1. Connect Google Drive to Caddi

    Allow

    1Sign in to Google Drive

    One click with your own Google Drive login. No API keys.

  2. Connect Relativity to Caddi

    Allow

    2Sign in to Relativity

    The same click again. Both tools are connected.

  3. Create workspace in Relativity when new file in folder in Google Drive.

    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.

  • Brighton Jones
  • 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 Drive and Relativity together

In a law firm the work between Google Drive and Relativity is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create workspace in Relativity when new file in folder in Google Drive.

    Caddi watches Google Drive for new file in folder and create workspace in Relativity. No copy-paste, no missed records.

  • 02

    Upload file in Google Drive when new matter in Relativity.

    Caddi watches Relativity for new matter and upload file in Google Drive so the two systems stay in lockstep.

  • 03

    Upload documents in Relativity from Google Drive events.

    When file updated happens in Google Drive, Caddi upload documents in Relativity with the right context attached.

Actions Caddi can take across Google Drive and Relativity

  • Google Drive

    New file in folder

    Triggers when a file is added to a watched folder.

  • Google Drive

    File updated

    Triggers when a file is modified.

  • Google Drive

    Upload file

    Upload a file to a specific Drive folder.

  • Google Drive

    Create folder

    Create a new folder under a parent.

  • Google Drive

    Copy file

    Duplicate a file with optional renaming and destination.

  • Google Drive

    Export file

    Export a Google Doc, Sheet, or Slide to PDF/DOCX/XLSX.

  • Relativity

    New matter

    Triggers when a new matter or case is created.

  • Relativity

    Document promoted

    Triggers when a reviewed document is promoted or marked responsive.

  • Relativity

    Coding updated

    Triggers when coding decisions change on a document.

  • Relativity

    New production

    Triggers when a production set is generated.

  • Relativity

    Create workspace

    Stand up a new review workspace from the firm's template.

  • Relativity

    Upload documents

    Load documents into a workspace with metadata and folder placement.

  • Relativity

    Label documents

    Apply tags, folders, or coding fields to a set of documents.

  • Relativity

    Sync coding fields

    Write coding decisions and production status back to the system of record.

  • Relativity

    Search documents

    Find documents by metadata, coding, or content.

Common questions

How does Caddi connect Google Drive and Relativity?

Google Drive and Relativity 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 Drive and Relativity 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 Drive and Relativity to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Drive + Relativity 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.

Does this work for law firms?

Yes. Caddi runs Google Drive and Relativity with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Google Drive and Relativity?

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