AI-native automation

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

Practical ways to use Calendly and Orion together

  • 01

    Generate report in Orion when new event scheduled in Calendly.

    Caddi watches Calendly for new event scheduled and generate report in Orion — no copy-paste, no missed records.

  • 02

    Create one-off meeting in Calendly when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and create one-off meeting in Calendly so the two systems stay in lockstep.

  • 03

    Generate report in Orion from Calendly events.

    When event cancelled happens in Calendly, 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 Calendly and Orion

  • Calendly

    New event scheduled

    Triggers when an invitee books a meeting.

  • Calendly

    Event cancelled

    Triggers when a scheduled meeting is cancelled.

  • Calendly

    No-show recorded

    Triggers when an invitee is marked as a no-show.

  • Calendly

    Create one-off meeting

    Spin up a one-off meeting link with custom configuration.

  • Calendly

    Update invitee

    Modify an existing invitee's details or registration.

  • 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 Calendly and Orion?

Calendly 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 Calendly 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 Calendly and Orion to other tools too?

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

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