AI-native automation
Automate work across
Google Meet and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across Google Meet, MoneyGuidePro, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Google Meet and MoneyGuidePro
Connect Google Meet to Caddi
Allow1Sign in to Google Meet
One click with your own Google Meet login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
Create client in MoneyGuidePro when meeting started in Google Meet.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 MoneyGuidePro together
At an RIA the work between Google Meet and MoneyGuidePro 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
Create client in MoneyGuidePro when meeting started in Google Meet.
Caddi watches Google Meet for meeting started and create client in MoneyGuidePro. No copy-paste, no missed records.
- 02
Create meeting link in Google Meet when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create meeting link in Google Meet so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Google Meet events.
When meeting ended happens in Google Meet, Caddi update goals in MoneyGuidePro with the right context attached.
Actions Caddi can take across Google Meet and MoneyGuidePro
- 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.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Google Meet and MoneyGuidePro?
Google Meet and MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Meet + MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Google Meet, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.