AI-native automation
Connect Google Sheets and Redtail 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 Sheets and Redtail together
- 01
Create contact in Redtail when new row in Google Sheets.
Caddi watches Google Sheets for new row and create contact in Redtail — no copy-paste, no missed records.
- 02
Add row in Google Sheets when new contact in Redtail.
Caddi watches Redtail for new contact and add row in Google Sheets so the two systems stay in lockstep.
- 03
Create activity in Redtail from Google Sheets events.
When row updated happens in Google Sheets, Caddi create activity in Redtail 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 Sheets and Redtail
- 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.
- Redtail
New contact
Triggers when a new contact is added in Redtail.
- Redtail
Activity completed
Triggers when an advisor closes a meeting, call, or task.
- Redtail
Workflow stage changed
Triggers when a workflow advances to a new stage.
- Redtail
Create contact
Add a new Redtail contact with household, address, and phone.
- Redtail
Create activity
Schedule a meeting, call, or task against a contact.
- Redtail
Add note
Append a timestamped note to a contact's history.
- Redtail
Update workflow
Move a contact's workflow to the next step or assign an owner.
Common questions
How does Caddi connect Google Sheets and Redtail?
Google Sheets and Redtail 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 Redtail 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 Redtail to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Google Sheets + Redtail 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 Redtail?
Drop your work email and we'll show you Caddi running end-to-end against Google Sheets, Redtail, and the rest of your stack.