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AI-native automation

Automate work acrossGoogle Meet and NetDocumentsby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate new Matter Setup in Google Meet and NetDocuments. Caddi builds the loop and runs it.

Google MeetProductivity
NetDocumentsProductivity

See it on your stack

See Caddi run Google Meet and NetDocuments together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Google Meet and NetDocuments together

  • 01

    Upload document in NetDocuments when meeting started in Google Meet.

    Caddi watches Google Meet for meeting started and upload document in NetDocuments — no copy-paste, no missed records.

  • 02

    Create meeting link in Google Meet when new document in NetDocuments.

    Caddi watches NetDocuments for new document and create meeting link in Google Meet so the two systems stay in lockstep.

  • 03

    Create workspace in NetDocuments from Google Meet events.

    When meeting ended happens in Google Meet, Caddi create workspace in NetDocuments with the right context attached.

Actions Caddi can take across Google Meet and NetDocuments

  • 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.

  • NetDocuments

    New document

    Triggers when a document is added to a workspace.

  • NetDocuments

    Document profiled

    Triggers when profile attributes are set on a document.

  • NetDocuments

    Upload document

    Add a document to a workspace with profile attributes.

  • NetDocuments

    Create workspace

    Open a new matter workspace under a cabinet.

  • NetDocuments

    Search documents

    Find documents by content or profile attributes.

  • NetDocuments

    Update document attributes

    Set or change profile fields on a document.

Common questions

How does Caddi connect Google Meet and NetDocuments?

Google Meet and NetDocuments 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 NetDocuments 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 NetDocuments to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Meet + NetDocuments 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 Meet and NetDocuments?

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