- Automations
- Gusto + Rocket Matter
AI-native automation
Automate work across
Gusto and
Rocket Matterby 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 calendar + in Gusto and Rocket Matter. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Gusto and Rocket Matter 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 Gusto and Rocket Matter together
- 01
Create matter in Rocket Matter when new employee in Gusto.
Caddi watches Gusto for new employee and create matter in Rocket Matter — no copy-paste, no missed records.
- 02
Create employee in Gusto when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and create employee in Gusto so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from Gusto events.
When payroll processed happens in Gusto, Caddi post time entry in Rocket Matter with the right context attached.
Actions Caddi can take across Gusto and Rocket Matter
GustoNew employee
Triggers when a new employee is onboarded.
GustoPayroll processed
Triggers when a payroll run completes.
GustoCreate employee
Add a new employee to Gusto with onboarding details.
GustoUpdate employee
Modify an employee's profile, compensation, or benefits.
GustoRun payroll
Start a payroll run for a pay period.
Rocket MatterNew matter
Triggers when a new matter is opened in Rocket Matter.
Rocket MatterTime entry posted
Triggers when a new time entry is recorded.
Rocket MatterNew invoice
Triggers when an invoice is generated.
Rocket MatterCreate matter
Open a new Rocket Matter matter with client and billing details.
Rocket MatterPost time entry
Record a time entry against a matter.
Rocket MatterAdd expense
Record a billable expense against a matter.
Rocket MatterAdd note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Gusto and Rocket Matter?
Gusto and Rocket Matter 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 Gusto and Rocket Matter 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 Gusto and Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Gusto + Rocket Matter 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 Gusto and Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against Gusto, Rocket Matter, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




