AI-native automation
Connect Orion and ShareFile 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 Orion and ShareFile together
- 01
Upload file in ShareFile when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and upload file in ShareFile — no copy-paste, no missed records.
- 02
Generate report in Orion when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and generate report in Orion so the two systems stay in lockstep.
- 03
Create folder in ShareFile from Orion events.
When download report happens in Orion, Caddi create folder in ShareFile 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 Orion and ShareFile
- 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.
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect Orion and ShareFile?
Orion and ShareFile 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 Orion and ShareFile 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 Orion and ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + ShareFile 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 Orion and ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against Orion, ShareFile, and the rest of your stack.