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Enterprise Layer Intelligence
Categories/Workflow Automation/Cassidy
Cassidy

Cassidy

Founded by Justin Fineberg

Build custom automated agents from your company documents

Pricing model

Free trial, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Cassidy to build custom digital assistants and automated workflows that run on your company's actual internal knowledge. It connects your stored documents, previous meeting transcripts, and business applications without requiring software engineers. Non-technical team members can design workflows that extract complex data from insurance submissions, answer detailed technical questions, draft proposal responses, and route incoming support tickets. Cassidy also joins and summarizes team meetings, updates records across connected systems, and operates directly inside work chat apps and office software suites.

What Cassidy does

Transcribe and summarize team meetingsRoute customer support tickets to the right teamDraft proposal responses using previous project filesExtract policy terms from submitted documentsSync files and documents into a centralized knowledge repositorySend automated meeting prep notes to team membersSyncs company documents into a verified knowledge baseRecords, transcribes, and summarizes business meetingsBuilds automated workflows without writing codeDeploys agents directly inside Slack and Microsoft TeamsSelects suitable language models dynamically across tasksApplies organization-wide guardrails and access permissions

Pricing breakdown

Pricing model: Free trial, Paid

Tutorials & Demos

Frequently asked

Microsoft TeamsMicrosoft TeamsSlackSlackGoogle ChromeGoogle ChromeMicrosoft WordMicrosoft WordMicrosoft ExcelMicrosoft ExcelMicrosoft OutlookMicrosoft Outlook

Used by

Geneva Tuala

Geneva Tuala

In their stack
Ghita El Haitmy

Ghita El Haitmy

Software Engineer @ Eli

In their stack
Connect
Ghita EL Haitmy

Ghita EL Haitmy

CTO / VP of Engineering @ ELI

In their stack
Connect
Rob Mengelis

Rob Mengelis

Founder / CEO @ Eldra Group

In their stack
Connect

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Cassidy, AI agents, enterprise workflow automation, knowledge base, meeting recorder, document analysis, RFP response, ticket routing, Slack integration, Teams integration, no-code builder, automated triage, SOC 2, HIPAA, underwriting automation