Orbitype January 2026 Update

Orbitype Intelligence is now role-aware. This means the AI can only access tools that match the user’s role and connection permissions.

What shipped

• Role-based tool access (e.g. safe defaults for everyone, advanced tools for developers/admins)
• Role-aware tool bundles selected per session
• Safer defaults to prevent accidental destructive actions

What this enables

• Roll out Intelligence to teams without fear of over-permissioning
• Deploy guided automation to non-technical users
• Build company-wide AI workflows with clear governance

Long-running automation work needs continuity. Intelligence now includes built-in history tools and UI components to resume previous work.

What shipped

• OI history index tool to surface recent sessions
• History artifact integrated into the Intelligence UI

What this enables

• Resume complex agent work without starting over
• Use Intelligence for real ongoing projects (not one-off chats)
• Better collaboration and handover inside teams

Agents fail when context explodes. This update improves reliability for long sessions and large tool outputs.

What shipped

• Tool output truncation to prevent context overflow
• Rolling message history pruning when context exceeds thresholds
• Prompt guidance updates for clearer execution rules

What this enables

• Fewer failed sessions due to context limits
• More stable multi-step automations
• Predictable agent behavior in production use

Workflows are now more capable because executions carry richer structured context.

What shipped

• Expanded execution context object including project, connector, API key, and credential details
• Improved compatibility behavior for older workflow payloads

What this enables

• Build smarter automations with full context
• Reduce glue code and manual configuration
• More reliable integration patterns across projects

Scheduled workflows need to be reliable. This update improves execution behavior and visibility.

What shipped

• Improved cron execution reliability
• Execution logging for visibility
• Concurrent cron execution behavior to avoid single-failure blocking

What this enables

• Run multiple scheduled workflows safely
• Improve operational trust in automation
• Reduce silent failures and debugging time

Workflows got a major UI upgrade for faster building and safer execution.

What shipped

• Workflow versions UI and version DTO support
• Node timeout support in node editor and workflow DTO
• Workflow wizard improvements (Agent/Triggers steps, settings UI)
• Editor and layout polish across node editor, flow chart, log viewer, and mobile spacing

What this enables

• More control over workflow evolution
• Safer long-running nodes and external API calls
• Faster workflow building and iteration

Workflows can now use a built-in AI.

What shipped

• AI chat with optional structured JSON output
• Embeddings generation
• Image generation
• Usage accounting improvements for AI operations

What this enables

• Reliable AI automation pipelines using JSON output
• RAG and semantic search workflows
• Multimodal workflows (generate and store images automatically)

This release makes document automation real inside workflows.

What shipped

• OCR extraction to convert PDFs into structured form data
• AI-assisted PDF form filling using extracted form structure
• New examples and tooling support for document workflows

What this enables

• Automate PDF-heavy operations (admin, onboarding, HR, real estate)
• Turn PDFs into structured database records
• Generate completed forms without manual copy/paste

Note: OCR form extraction currently supports single-page PDFs (multi-page support planned).

Workflows can now generate and manipulate PDFs natively.

What shipped

• Built-in PDF tooling for creation and manipulation
• Improved compatibility and naming stability in PDF tooling APIs

What this enables

• Generate invoices, reports, confirmations, certificates
• Fill templates and produce client-ready documents automatically
• Automate document pipelines end-to-end

Switzerland-native billing workflows are now easier to build.

What shipped

• Built-in Swiss QR invoice generation support

What this enables

• Automated invoice creation and billing workflows
• QR-ready payment documents in seconds
• Reduced manual finance admin for SMEs

Workflows can now parse CSV and spreadsheet files directly.

What shipped

• Spreadsheet parsing runtime support

What this enables

• Onboarding automations from Excel/CSV
• ETL-style workflows (file import → DB → dashboards)
• Migration and integration projects without external scripts

This release introduces Orbitype Advanced LinkedIn Automation, designed for agent and workflow-driven outreach and sales automation.

What shipped

• Profile lookup
• Invitations (send, list, cancel)
• Chat automation (start, resume, list, fetch messages, send)
• Search
• Posting (create post, comment)
• Usage accounting improvements per action

What this enables

• Build scalable lead generation systems connected to your data
• Automate outreach and follow-ups with governance and visibility
• Connect LinkedIn actions directly into workflows, dashboards, and CRM logic

Not everything has an API. Orbitype now supports browser-driven workflows.

What shipped

• Remote-controlled browser execution for automation workflows
• Secure execution via API key
• Timeout and abort handling for long-running browser tasks
• Usage accounting for browser automation runs

What this enables

• Automate portals and back offices without APIs
• Extract data from websites and feed it into workflows
• End-to-end automations that require real browser interaction

As automation scales, governance matters. This update improves usage transparency across multi-org and multi-project environments.

What shipped

• Project-scoped usage tracking improvements
• Cleaner project attribution across workflows and agent context
• Improved visibility for multi-project usage allocation

What this enables

• Better transparency across teams and projects
• Cleaner sponsor usage allocation
• More scalable governance for automation-heavy organizations

This release also includes major product experience improvements across the Orbitype UI.

Intelligence

• New welcome screen and refreshed layouts
• Integrated history artifact experience
• Improved chat context handling and preview behavior

CMS

• Inline table cell editing
• Improved date and enum cell handling (scrollable enum menu, width fixes)
• TreeToc and row behavior improvements

Dashboards

• Widget card design updates
• Improved charts and visualization UI
• Dashboard wizard improvements

Connectors + Settings

• Refreshed connector settings UI
• Improved API key pages

SQL Wizard

• Improved steps (columns, review, templates)
• Better AI suggestions and replace behavior

PWA

• Added PWA support (mobile & desktop app for Orbitype)

This January update also marks the start of the Orbitype Partner Program for agencies, resellers, and solution partners who want to deliver automation solutions faster and at scale.

Partners can now productize repeatable solutions using the new building blocks shipped in this release: document automation, LinkedIn automation, browser automation, and AI-driven workflows.

If you want to explore what’s possible with this release, here are three solution paths:

• Document automation: OCR PDFs → AI Agent fill → generate final PDF → store + notify
• Sales automation: LinkedIn search → enrichment → invites + follow-ups → dashboards
• Portal automation: browser automation → extract data → update DB → trigger workflows

This is the beginning of the year. And it’s only the start.