AI-native automation

Connect Orion and Typeform 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

Caddi can…
OrionFinance
Caddi can…
TypeformProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Orion and Typeform together

  • 01

    Create response in Typeform when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and create response in Typeform — no copy-paste, no missed records.

  • 02

    Generate report in Orion when new form response in Typeform.

    Caddi watches Typeform for new form response and generate report in Orion so the two systems stay in lockstep.

  • 03

    Create response in Typeform from Orion events.

    When download report happens in Orion, Caddi create response in Typeform with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

Actions Caddi can take across Orion and Typeform

  • 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.

  • Typeform

    New form response

    Triggers when a respondent submits a Typeform.

  • Typeform

    Create response

    Submit a programmatic response to a Typeform.

Common questions

How does Caddi connect Orion and Typeform?

Orion and Typeform 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 Typeform 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 Typeform to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Orion + Typeform 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 Typeform?

Drop your work email and we'll show you Caddi running end-to-end against Orion, Typeform, and the rest of your stack.