AI-native automation
Automate work across
Google Sheets and 
PracticePantherby 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.
Help me automate intake to matter in Google Sheets and PracticePanther. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Google Sheets and PracticePanther together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Google Sheets and PracticePanther together
- 01
Create contact in PracticePanther when new row in Google Sheets.
Caddi watches Google Sheets for new row and create contact in PracticePanther — no copy-paste, no missed records.
- 02
Add row in Google Sheets when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and add row in Google Sheets so the two systems stay in lockstep.
- 03
Create matter in PracticePanther from Google Sheets events.
When row updated happens in Google Sheets, Caddi create matter in PracticePanther with the right context attached.
Actions Caddi can take across Google Sheets and PracticePanther
- 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.
- PracticePanther
New contact
Triggers when a new contact is created in PracticePanther.
- PracticePanther
New matter
Triggers when a new matter is opened.
- PracticePanther
Event scheduled
Triggers when an event is added to the calendar.
- PracticePanther
Create contact
Add a contact with address, phone, and matter associations.
- PracticePanther
Create matter
Open a new PracticePanther matter with client and billing details.
- PracticePanther
Create task
Schedule a follow-up task against a matter.
- PracticePanther
Add time entry
Record time against a matter and activity code.
- PracticePanther
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Google Sheets and PracticePanther?
Google Sheets and PracticePanther 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 Sheets and PracticePanther 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 Sheets and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Sheets + PracticePanther 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 Sheets and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against Google Sheets, PracticePanther, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.