- Automations
- Google Meet + Surepoint
AI-native automation
Automate work across
Google Meet and
Surepointwith Caddi AI Agents.
Automate anything you do across Google Meet, Surepoint, 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 Surepoint

Connect Google Meet to Caddi
Allow1Sign in to Google Meet
One click with your own Google Meet login. No API keys.

Connect Surepoint to Caddi
Allow2Sign in to Surepoint
The same click again. Both tools are connected.
Create matter in Surepoint 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 Surepoint together
In a law firm the work between Google Meet and Surepoint 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 matter in Surepoint when meeting started in Google Meet.
Caddi watches Google Meet for meeting started and create matter in Surepoint. No copy-paste, no missed records.
- 02
Create meeting link in Google Meet when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create meeting link in Google Meet so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Google Meet events.
When meeting ended happens in Google Meet, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across Google Meet and Surepoint
Google MeetMeeting started
Triggers when a Meet session begins.
Google MeetMeeting ended
Triggers when a Meet session ends.
Google MeetCreate meeting link
Generate a Meet link attached to a calendar event.
SurepointNew time entry
Triggers when a timekeeper posts time against a matter.
SurepointInvoice generated
Triggers when an invoice is finalized.
SurepointCreate matter
Open a new SurePoint matter with client and billing details.
SurepointPost time entry
Record time against a matter and activity code.
SurepointGenerate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Google Meet and Surepoint?
Google Meet and Surepoint 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 Surepoint 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 Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Meet + Surepoint 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 Meet and Surepoint 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 Meet and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Google Meet, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.






