AI-native automation

Automate work acrossGoogle Sheets and Litifyby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Google SheetsProductivity
LitifyLegal

See it on your stack

See Caddi run Google Sheets and Litify together.

  • Brighton Jones
  • 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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

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

Practical ways to use Google Sheets and Litify together

  • 01

    Create matter in Litify when new row in Google Sheets.

    Caddi watches Google Sheets for new row and create matter in Litify — no copy-paste, no missed records.

  • 02

    Add row in Google Sheets when new matter in Litify.

    Caddi watches Litify for new matter and add row in Google Sheets so the two systems stay in lockstep.

  • 03

    Create intake in Litify from Google Sheets events.

    When row updated happens in Google Sheets, Caddi create intake in Litify with the right context attached.

Actions Caddi can take across Google Sheets and Litify

  • Google Sheets

    New row

    Triggers when a new row is added to a sheet.

  • Google Sheets

    Row updated

    Triggers when an existing row is modified.

  • Google Sheets

    Add row

    Append a new row to a sheet.

  • Google Sheets

    Update row

    Modify cells in an existing row.

  • Google Sheets

    Find row

    Search a sheet by column value and return matching rows.

  • Google Sheets

    Clear range

    Empty a specified range of cells.

  • Litify

    New matter

    Triggers when a new matter is opened in Litify.

  • Litify

    Intake submitted

    Triggers when a new intake clears Salesforce validation.

  • Litify

    Matter status changed

    Triggers when a matter changes status or stage.

  • Litify

    Create matter

    Open a new Litify matter with client and intake data.

  • Litify

    Create intake

    Push a new intake record into Litify for triage.

  • Litify

    Create task

    Schedule a task against a matter and team member.

  • Litify

    Upload document

    Attach a document to a matter with metadata.

Common questions

How does Caddi connect Google Sheets and Litify?

Google Sheets and Litify 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 Sheets and Litify 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 Sheets and Litify to other tools too?

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

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