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AI-native automation

Automate work acrossGoogle 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.

Free for one user.

How to connect Google Meet and Surepoint

  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 Surepoint to Caddi

    Allow

    2Sign in to Surepoint

    The same click again. Both tools are connected.

  3. Create matter in Surepoint when meeting started in Google Meet.

    Type 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.

  • 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 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 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.

  • Surepoint

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Surepoint

    Invoice generated

    Triggers when an invoice is finalized.

  • Surepoint

    Create matter

    Open a new SurePoint matter with client and billing details.

  • Surepoint

    Post time entry

    Record time against a matter and activity code.

  • Surepoint

    Generate 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.