AI-native automation

Automate work acrossMailChimp and Orionby AI screensharing.

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

MailChimpProductivity
OrionFinance

See it on your stack

See Caddi run MailChimp 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 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.

Actions Caddi can take across MailChimp and Orion

  • MailChimp

    New subscriber

    Triggers when someone subscribes to an audience.

  • MailChimp

    Campaign sent

    Triggers when a campaign is sent to its audience.

  • MailChimp

    Unsubscribe

    Triggers when a subscriber opts out.

  • MailChimp

    Add subscriber

    Add a new subscriber to an audience with merge fields and tags.

  • MailChimp

    Update subscriber

    Modify a subscriber's merge fields or tags.

  • MailChimp

    Send campaign

    Trigger an existing campaign to send.

  • 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 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.