Automate Gmail with Caddi
Built for professional services teams.
Email is where most work starts — and where most work falls through the cracks. Caddi runs the rules your inbox needs: triage, extract, draft, file.
The work around Gmail is where time disappears.
Inboxes are the single biggest source of dropped work at any services firm. Caddi reads, classifies, and acts on the right messages so nothing dies in the queue.
Loops Caddi runs against Gmail
Inbox triage to CRM
Recommended patternCaddi reads inbound mail, identifies the contact and intent, logs the conversation in the CRM, and opens the right follow-up task.
Templated reply draft
Recommended patternWhen a recognized request comes in, Caddi drafts a personalized reply from the right template and queues it for one-click send.
Attachment classifier
Recommended patternCaddi extracts attachments, classifies them, files them in cloud storage, and updates the matching record.
Caddi + Gmail, in practice
Inbound triage
Watch Gmail for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Gmail in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Gmail alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Gmail update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Gmail
Does Caddi have a real Gmail integration?
Yes. Caddi runs verified code against Gmail's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Gmail is reviewed before it runs in production.
Do I need engineering help to automate Gmail with Caddi?
No. You demonstrate the workflow once — clicking through Gmail the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Gmail data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Gmail with no model in the loop.
Can Caddi connect Gmail to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Gmail, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Gmail?
Drop your work email and we'll show you Caddi running end-to-end against Gmail and the rest of your stack.