AI-native automation
Automate work across
Datadog and 
Orionwith Caddi AI Agents.
Connect Datadog and Orion: Update household in Orion when monitor alert in Datadog. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Datadog and Orion
Caddi AI Agents find the repetitive handoffs between Datadog and Orion, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Datadog and Orion together
At an RIA the work between Datadog and Orion is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Update household in Orion when monitor alert in Datadog.
Caddi watches Datadog for monitor alert and update household in Orion. No copy-paste, no missed records.
- 02
Post event in Datadog when account opened in Orion.
Caddi watches Orion for account opened and post event in Datadog so the two systems stay in lockstep.
- 03
Generate report in Orion from Datadog events.
When alert recovered happens in Datadog, Caddi generate report in Orion with the right context attached.
Actions Caddi can take across Datadog and Orion
- Datadog
Monitor alert
Triggers when a Datadog monitor fires.
- Datadog
Alert recovered
Triggers when a monitor returns to OK.
- Datadog
New event
Triggers when an event is posted to the stream.
- Datadog
Post event
Send an event to the Datadog stream.
- Datadog
Mute monitor
Silence a monitor for a maintenance window.
- Datadog
Fetch metrics
Pull metric values for a report.
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
Common questions
How does Caddi connect Datadog and Orion?
Datadog and Orion just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Datadog and Orion end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Datadog and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Datadog + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Datadog and Orion with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Datadog and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Datadog, Orion, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.