- Automations
- Orion + Slack
AI-native automation
Connect Orion and Slack 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 Slack together
- 01
Send channel message in Slack when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and send channel message in Slack — no copy-paste, no missed records.
- 02
Generate report in Orion when new message in channel in Slack.
Caddi watches Slack for new message in channel and generate report in Orion so the two systems stay in lockstep.
- 03
Send direct message in Slack from Orion events.
When download report happens in Orion, Caddi send direct message in Slack 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 Slack
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.
SlackNew message in channel
Triggers when a new message is posted to a channel.
SlackNew mention
Triggers when the bot or a user is @-mentioned.
SlackNew reaction added
Triggers when a reaction is added to a message.
SlackSend channel message
Post a message to a Slack channel.
SlackSend direct message
Send a DM to a user.
SlackUpload file
Upload a file to a channel or DM.
SlackSet channel topic
Update a channel's topic.
Common questions
How does Caddi connect Orion and Slack?
Orion and Slack 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 Slack 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 Slack to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + Slack 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 Slack?
Drop your work email and we'll show you Caddi running end-to-end against Orion, Slack, and the rest of your stack.




