AI-native automation
Connect Google Meet and Practifi with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use Google Meet and Practifi together
- 01
Create client in Practifi when meeting started in Google Meet.
Caddi watches Google Meet for meeting started and create client in Practifi — no copy-paste, no missed records.
- 02
Create meeting link in Google Meet when new client in Practifi.
Caddi watches Practifi for new client and create meeting link in Google Meet so the two systems stay in lockstep.
- 03
Launch process in Practifi from Google Meet events.
When meeting ended happens in Google Meet, Caddi launch process in Practifi with the right context attached.
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.
Actions Caddi can take across Google Meet and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect Google Meet and Practifi?
Google Meet and Practifi 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 Meet and Practifi 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 Meet and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Meet + Practifi 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 Meet and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Google Meet, Practifi, and the rest of your stack.