AI-native automation

Connect Airtable and Orion 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

Caddi can…
AirtableProductivity
Caddi can…
OrionFinance
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Airtable and Orion together

  • 01

    Generate report in Orion when new record in Airtable.

    Caddi watches Airtable for new record and generate report in Orion — no copy-paste, no missed records.

  • 02

    Create record in Airtable when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and create record in Airtable so the two systems stay in lockstep.

  • 03

    Generate report in Orion from Airtable events.

    When record updated happens in Airtable, Caddi generate report in Orion with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Airtable and Orion

  • Airtable

    New record

    Triggers when a new record is added to a table or view.

  • Airtable

    Record updated

    Triggers when an existing record is modified.

  • Airtable

    Create record

    Add a new record to a table with field values.

  • Airtable

    Update record

    Modify fields on an existing record by ID or formula match.

  • Airtable

    Find record

    Search a table with a formula and return matching rows.

  • Airtable

    Delete record

    Remove a record by ID.

  • Orion

    Describe report parameters

    Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…

  • Orion

    Download report

    Downloads a report using the URL returned from GenerateReport and saves it to S3.

  • Orion

    Resolve entity ID

    Searches for households, registrations, and accounts by name and returns their numeric IDs.

  • Orion

    Generate report

    Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.

Common questions

How does Caddi connect Airtable and Orion?

Airtable and Orion 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 Airtable and Orion 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 Airtable and Orion to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + Orion 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 Airtable and Orion?

Drop your work email and we'll show you Caddi running end-to-end against Airtable, Orion, and the rest of your stack.