AI-native automation

Automate work acrossGoogle Meet and Orionby AI screensharing.

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

Google MeetProductivity
OrionFinance

See it on your stack

See Caddi run Google Meet 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 Meet and Orion together

  • 01

    Generate report in Orion when meeting started in Google Meet.

    Caddi watches Google Meet for meeting started and generate report in Orion — no copy-paste, no missed records.

  • 02

    Create meeting link in Google Meet when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and create meeting link in Google Meet so the two systems stay in lockstep.

  • 03

    Generate report in Orion from Google Meet events.

    When meeting ended happens in Google Meet, Caddi generate report in Orion with the right context attached.

Actions Caddi can take across Google Meet and Orion

  • Google Meet

    Meeting started

    Triggers when a Meet session begins.

  • Google Meet

    Meeting ended

    Triggers when a Meet session ends.

  • Google Meet

    Create meeting link

    Generate a Meet link attached to a calendar event.

  • 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 Meet and Orion?

Google Meet 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 Meet 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 Meet and Orion to other tools too?

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

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