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

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

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.

  • 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 Asana and Orion

  • Asana

    New task

    Triggers when a new task is created in a project.

  • Asana

    Task completed

    Triggers when a task is marked complete.

  • Asana

    Project status updated

    Triggers when a project's status changes.

  • Asana

    Create task

    Add a new Asana task with assignee, due date, and project.

  • Asana

    Update task

    Modify fields on an existing task.

  • Asana

    Add comment

    Post a comment on a task.

  • Asana

    Create project

    Spin up a new project from a template or blank.

  • 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 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.