Cassidy

Overview

Cassidy is a no-code AI automation platform built for business teams who want to deploy AI agents that understand their company context. Unlike generic AI tools, Cassidy centers on a Knowledge Base that stores internal documents, SOPs, FAQs, and data exports, so every agent and workflow operates with institutional knowledge baked in. Teams use Cassidy to build Agents (AI teammates that handle recurring tasks autonomously), Workflows (multi-step automations triggered by events or schedules), and Meetings automations (turning calls into structured follow-ups and action items). The platform integrates with hundreds of tools including Salesforce, HubSpot, Zendesk, Google Drive, SharePoint, Slack, Microsoft Teams, Notion, Confluence, and Jira. Cassidy supports models from OpenAI, Anthropic (Claude), and Google Gemini, letting teams choose the model that fits their needs. It is SOC 2 Type II certified, with data encrypted at rest and in transit, and explicitly does not use customer data for model training. The platform is designed so non-technical employees can build and run automations independently, without engineering support.

Features

• AI Workflow builder -- Chain LLM-powered actions into multi-step automations covering data extraction, drafting, research, and external API calls
• Company knowledge base -- Connect Google Drive, SharePoint, Notion, and other sources so AI agents answer from your internal documents
• AI Agents in Slack and Teams -- Deploy assistants that respond to questions, process files, and create documents without leaving chat
• RFP and proposal automation -- Automatically extract questions, search the knowledge base, and draft responses in your brand voice
• CRM enrichment workflows -- Pull external data and push structured updates into HubSpot or Salesforce automatically
• Research Agent -- Real-time web research that searches continuously until it finds precise, up-to-date answers
• Audio and video file inputs -- Upload meeting recordings or video files as Workflow inputs; Cassidy transcribes and processes them
• Document creation in chat -- Generate Word docs, PowerPoints, PDFs, Excel sheets, and charts directly inside Slack or Teams conversations
• Extract Information action -- Pull structured data objects, lists, and nested properties from unstructured documents using AI
• SharePoint integration -- Create, download, and update SharePoint files directly from within Workflow actions
• Real-time status alerts -- Configure email notifications for Workflow run anomalies on immediate, hourly, or daily schedules
• SSO and role-based permissions -- Map identity provider groups from Okta, Azure, and Google for automated user provisioning
• HIPAA compliance -- Meets HIPAA Security Rule standards for business associates, suitable for healthcare and regulated industries
• 14-day free trial -- Full platform access on the Starter plan for two weeks without a credit card requirement

Best For

Operations and RevOps teams that need to automate knowledge work like RFP responses, proposal drafting, and CRM updates, Sales teams looking to respond faster to customer inquiries by deploying AI agents trained on company product knowledge, Customer support organizations building AI agents for first-line resolution and escalation routing within existing communication tools, Marketing teams automating content production, research, and campaign reporting workflows tied to internal brand guidelines, Enterprises and mid-market companies with HIPAA or SOC 2 compliance requirements that want AI automation without building custom infrastructure

How It Works

1. Connect your knowledge: Upload documents, SOPs, FAQs, and link live data sources like Google Drive, SharePoint, Salesforce, and Zendesk to the Cassidy Knowledge Base. 2. Build an Agent or Workflow: Use the Copilot bar to describe what you want to automate in plain language, or assemble steps manually from pre-built blocks. 3. Set a trigger: Choose how the automation starts, whether by schedule (e.g., 9am daily), an event (e.g., meeting ended, ticket created), or manual activation. 4. Configure AI steps: Add AI generation steps that pull from your knowledge base, call external APIs, route outputs conditionally, or draft content in your brand voice. 5. Connect integrations: Route outputs to tools like Slack, Gmail, Salesforce, or Google Docs automatically as part of the workflow. 6. Monitor and scale: Track credit usage, set limits, view AI ROI analytics, and top up credits or upgrade plans as workflow volume grows.

Frequently Asked Questions

What is included in a Cassidy plan?

Every plan includes access to the Cassidy AI platform: assistants, workflows, knowledge base, usage credits, and prebuilt integrations. Higher-tier plans unlock more users, premium models, deeper controls, and advanced support.

What is a credit in Cassidy?

Credits are how AI tasks are measured in Cassidy. When your assistant runs a task like writing a response or calling an external API, it uses credits. You can track usage, set limits, and buy more credits as your needs grow.

Does Cassidy offer a free trial?

Yes. Cassidy offers a 14-day free trial so your team can explore the platform and start building value right away. A permanent free Starter plan is also available with 3 seats and 10,000 AI credits per month.

Is my data secure with Cassidy?

Yes. Cassidy is SOC 2 Type II compliant, with all data encrypted at rest and in transit. Your data is never used for model training, and you control exactly what is accessible to the AI.

What integrations does Cassidy support?

Cassidy connects with hundreds of tools including Salesforce, HubSpot, Intercom, Front, internal APIs, data warehouses, and more. Business and Enterprise plans include custom API access and live syncing.

How often is my data synced from external sources?

On the Starter plan, Cassidy syncs with sources like Google Drive and SharePoint every 24 hours. On the Business plan, syncing happens in real time so your data is always up to date.