AI-native automation

Automate work acrossGoogle Drive and Orionby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Google DriveProductivity
OrionFinance

See it on your stack

See Caddi run Google Drive and Orion together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  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.

Practical ways to use Google Drive and Orion together

  • 01

    Generate report in Orion when new file in folder in Google Drive.

    Caddi watches Google Drive for new file in folder and generate report in Orion — no copy-paste, no missed records.

  • 02

    Upload file in Google Drive when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and upload file in Google Drive so the two systems stay in lockstep.

  • 03

    Generate report in Orion from Google Drive events.

    When file updated happens in Google Drive, Caddi generate report in Orion with the right context attached.

Actions Caddi can take across Google Drive and Orion

  • Google Drive

    New file in folder

    Triggers when a file is added to a watched folder.

  • Google Drive

    File updated

    Triggers when a file is modified.

  • Google Drive

    Upload file

    Upload a file to a specific Drive folder.

  • Google Drive

    Create folder

    Create a new folder under a parent.

  • Google Drive

    Copy file

    Duplicate a file with optional renaming and destination.

  • Google Drive

    Export file

    Export a Google Doc, Sheet, or Slide to PDF/DOCX/XLSX.

  • 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 Google Drive and Orion?

Google Drive 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 Google Drive 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 Google Drive and Orion to other tools too?

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

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