Cross-verticalAutomate Gmail with Caddi AI Agents
Built for professional services teams.
Yes, Caddi integrates with Gmail. It runs 7 supported actions in Gmail, including send email, reply to email, and send email with attachments, and connects it to Microsoft Outlook, Google Drive, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost Gmail integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Gmail and every tool it touches, including the screens with no API.
Supported actions7
- New emailTriggers when a new email arrives in your inbox.
- New email matching searchTriggers on new emails matching a Gmail search query.
- New label appliedTriggers when a new label is applied to a message.
- Send emailSend a new email from your Gmail account.
- Reply to emailReply to an existing email thread.
- Send email with attachmentsSend an email with one or more attached files.
- Apply labelAdd a label to a message or move it between folders.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate Gmail
Connect Gmail to Caddi
Allow1Sign in to Gmail
One click with your own Gmail login. No API keys.
Automate inbox triage to CRM in Gmail.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Gmail
Why teams automate Gmail
Email is where most work starts — and where most work falls through the cracks. Caddi AI Agents run the rules your inbox needs: triage, extract, draft, file.
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.
Where professional services teams use it
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, 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; once generated, it executes as deterministic code against Gmail, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
How do I find what to automate in Gmail?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
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.