- Automations
- Orion + Trello
AI-native automation
Connect Orion and Trello 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 Trello together
- 01
Create card in Trello when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create card in Trello — no copy-paste, no missed records.
- 02
Generate report in Orion when new card in Trello.
Caddi watches Trello for new card and generate report in Orion so the two systems stay in lockstep.
- 03
Move card in Trello from Orion events.
When download report happens in Orion, Caddi move card in Trello 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 Trello
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.
TrelloNew card
Triggers when a new card is added to a list.
TrelloCard moved
Triggers when a card is moved to a different list.
TrelloCard archived
Triggers when a card is archived.
TrelloCreate card
Add a new card to a list with description and members.
TrelloMove card
Move a card between lists or boards.
TrelloAdd comment
Post a comment on a card.
TrelloAdd attachment
Attach a file or URL to a card.
Common questions
How does Caddi connect Orion and Trello?
Orion and Trello 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 Trello 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 Trello to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + Trello 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 Trello?
Drop your work email and we'll show you Caddi running end-to-end against Orion, Trello, and the rest of your stack.




