AI-native automation
Automate work across
Evernote and 
Orionby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Evernote and Orion together.
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.
- 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
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.
Practical ways to use Evernote and Orion together
- 01
Generate report in Orion when new note in Evernote.
Caddi watches Evernote for new note and generate report in Orion — no copy-paste, no missed records.
- 02
Create note in Evernote when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create note in Evernote so the two systems stay in lockstep.
- 03
Generate report in Orion from Evernote events.
When note updated happens in Evernote, Caddi generate report in Orion with the right context attached.
Actions Caddi can take across Evernote and Orion
- Evernote
New note
Triggers when a new note is created in a notebook.
- Evernote
Note updated
Triggers when an existing note is edited.
- Evernote
Create note
Create an Evernote note with content and tags.
- Evernote
Update note
Append or replace content in an existing note.
- Evernote
Find note
Search notes by text or tag.
- 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 Evernote and Orion?
Evernote 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 Evernote 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 Evernote and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Evernote + 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 Evernote and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Evernote, Orion, and the rest of your stack.