- Automations
- Asana + Orion
AI-native automation
Connect Asana 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 Asana and Orion together
- 01
Generate report in Orion when new task in Asana.
Caddi watches Asana for new task and generate report in Orion — no copy-paste, no missed records.
- 02
Create task in Asana when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create task in Asana so the two systems stay in lockstep.
- 03
Generate report in Orion from Asana events.
When task completed happens in Asana, 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 Asana and Orion
AsanaNew task
Triggers when a new task is created in a project.
AsanaTask completed
Triggers when a task is marked complete.
AsanaProject status updated
Triggers when a project's status changes.
AsanaCreate task
Add a new Asana task with assignee, due date, and project.
AsanaUpdate task
Modify fields on an existing task.
AsanaAdd comment
Post a comment on a task.
AsanaCreate project
Spin up a new project from a template or blank.
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 Asana and Orion?
Asana 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 Asana 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 Asana and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Asana + 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 Asana and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Asana, Orion, and the rest of your stack.




