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AI-native automation

Automate work acrossGoogle Meet and Jumpwith Caddi AI Agents.

Automate anything you do across Google Meet, Jump, 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 Meet and Jump

  1. Connect Google Meet to Caddi

    Allow

    1Sign in to Google Meet

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

  2. Connect Jump to Caddi

    Allow

    2Sign in to Jump

    The same click again. Both tools are connected.

  3. Fetch meeting summary in Jump when meeting started in Google Meet.

    ScreenshareType 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 Meet and Jump together

At an RIA the work between Google Meet and Jump is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.

  • 01

    Fetch meeting summary in Jump when meeting started in Google Meet.

    Caddi watches Google Meet for meeting started and fetch meeting summary in Jump. No copy-paste, no missed records.

  • 02

    Create meeting link in Google Meet when meeting summary ready in Jump.

    Caddi watches Jump for meeting summary ready and create meeting link in Google Meet so the two systems stay in lockstep.

  • 03

    Draft follow-up email in Jump from Google Meet events.

    When meeting ended happens in Google Meet, Caddi draft follow-up email in Jump with the right context attached.

Actions Caddi can take across Google Meet and Jump

  • Google Meet

    Meeting started

    Triggers when a Meet session begins.

  • Google Meet

    Meeting ended

    Triggers when a Meet session ends.

  • Google Meet

    Create meeting link

    Generate a Meet link attached to a calendar event.

  • Jump

    Meeting summary ready

    Triggers when Jump finishes a meeting summary.

  • Jump

    Action item created

    Triggers when Jump captures a follow-up task.

  • Jump

    Client fact captured

    Triggers when Jump records a new or changed client detail.

  • Jump

    Fetch meeting summary

    Pull the summary, tasks and data points for a meeting.

  • Jump

    Draft follow-up email

    Draft the client recap from the action items.

  • Jump

    Sync to CRM

    Push notes and facts to the connected CRM record.

Common questions

How does Caddi connect Google Meet and Jump?

Google Meet and Jump 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 Meet and Jump 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 Meet and Jump to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Meet + Jump 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 RIAs and financial advisors?

Yes. Caddi runs Google Meet and Jump with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.

Ready to automate Google Meet and Jump?

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