- Automations
- MailChimp + Orion
AI-native automation
Connect MailChimp and Orion with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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


Practical ways to use MailChimp and Orion together
- 01
Generate report in Orion when new subscriber in MailChimp.
Caddi watches MailChimp for new subscriber and generate report in Orion — no copy-paste, no missed records.
- 02
Add subscriber in MailChimp when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and add subscriber in MailChimp so the two systems stay in lockstep.
- 03
Generate report in Orion from MailChimp events.
When campaign sent happens in MailChimp, Caddi generate report in Orion with the right context attached.
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.
Actions Caddi can take across MailChimp and Orion
MailChimpNew subscriber
Triggers when someone subscribes to an audience.
MailChimpCampaign sent
Triggers when a campaign is sent to its audience.
MailChimpUnsubscribe
Triggers when a subscriber opts out.
MailChimpAdd subscriber
Add a new subscriber to an audience with merge fields and tags.
MailChimpUpdate subscriber
Modify a subscriber's merge fields or tags.
MailChimpSend campaign
Trigger an existing campaign to send.
OrionDescribe 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…
OrionDownload report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
OrionResolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
OrionGenerate report
Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.
Common questions
How does Caddi connect MailChimp and Orion?
MailChimp 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 MailChimp 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 MailChimp and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MailChimp + 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 MailChimp and Orion?
Drop your work email and we'll show you Caddi running end-to-end against MailChimp, Orion, and the rest of your stack.




