- Automations
- Airtable + Orion
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


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.
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 Airtable and Orion
AirtableNew record
Triggers when a new record is added to a table or view.
AirtableRecord updated
Triggers when an existing record is modified.
AirtableCreate record
Add a new record to a table with field values.
AirtableUpdate record
Modify fields on an existing record by ID or formula match.
AirtableFind record
Search a table with a formula and return matching rows.
AirtableDelete record
Remove a record by ID.
OrionDescribe 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…
OrionDownload report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
OrionResolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
OrionGenerate 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.




