AI-native automation

Automate work acrossGusto and Orionby AI screensharing.

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

GustoProductivity
OrionFinance

See it on your stack

See Caddi run Gusto 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 Gusto and Orion together

  • 01

    Generate report in Orion when new employee in Gusto.

    Caddi watches Gusto for new employee and generate report in Orion — no copy-paste, no missed records.

  • 02

    Create employee in Gusto when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and create employee in Gusto so the two systems stay in lockstep.

  • 03

    Generate report in Orion from Gusto events.

    When payroll processed happens in Gusto, Caddi generate report in Orion with the right context attached.

Actions Caddi can take across Gusto and Orion

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

  • 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 Gusto and Orion?

Gusto 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 Gusto 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 Gusto and Orion to other tools too?

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

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