Tool overview
Cassidy is listed under Automation AI tools.
What is Cassidy?
Cassidy lets teams build AI agents and multi-step workflows grounded in company knowledge and connected applications. It supports meetings, browser and collaboration deployments, webhooks, APIs, human approval, model choice, and enterprise governance.
Best for
Teams automating knowledge-heavy business workflows without building custom AI infrastructure
Who is it for?
Decision note
Rebuilt from the original export under V412/V411 independent factual verification. Preview only; Apply requires Failures = 0, Warnings = 0, Unmapped = 0, Missing = 0, reviewed explicit clears, image import disabled or V380 PASS, representative edit-screen comparison, and a zero-change post-Apply Preview.
Key features
Unified knowledge base with continuous syncing
No-code agents and multi-step workflows
API, webhooks, scheduled triggers, and approvals
Deployments in collaboration and productivity applications
Use cases
Automate RFP and questionnaire responses
Triage and draft support replies
Update CRM and sales workflows
Generate SOPs and internal answers
Pros
- Fourteen-day free trial without a card
- Starter includes three seats and ten thousand credits
- Official implementation partner program with referral fees
Limitations
Starter storage, agents, workflows, integrations, and deployment options are limited compared with Business.
Agents require reviewed knowledge sources, permissions, guardrails, and human approval for critical work.
Pricing details
Billing options
Pricing note
Starter is $79 per month, or $67 per month billed annually, and includes three seats and 10,000 monthly AI credits. Cassidy offers a 14-day free trial; Business pricing is custom.
Supported languages
- English
Integrations
Google Drive
SharePoint
Box
Salesforce
HubSpot
Gong
Slack
Teams
Notion
Jira
ServiceNow
Zapier
Webhooks
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