Cassidy AI

Founded by Justin Fineberg in 2023

Build custom AI agents and automated workflows connected to internal company documents and apps

Pricing model

Free Tier, Paid

Rating

★ Positive

Time to value

> 1 hour

You can use Cassidy AI to build custom automated assistants and multi-step workflows without writing code. The tool connects directly to your company documents, meeting transcripts, and everyday applications to answer questions with accurate context. Team members can draft proposals, triage customer tickets, summarize calls, and extract structured data from dense files. Administrators can set up permissions, audit data usage, and select specific language models from OpenAI, Anthropic, or Google to handle repetitive internal tasks securely across Slack, Microsoft Teams, and web browsers.

What Cassidy AI does

Build multi-step automated workflows with no-code rulesTranscribe and summarize team meetings in real timeSearch internal company documents and cite sourcesDraft client proposals using existing document templatesRoute underwriting and intake files by custom criteriaUpdate CRM accounts with contact research and meeting outcomesNo-code builder for creating custom AI agents with natural languageUnified knowledge base syncing external company documents and permissionsAutomated meeting assistant that records, transcribes, and summarizes discussionsDirect integrations with Slack, Microsoft Teams, Word, Excel, and OutlookAccess to multiple models from OpenAI, Anthropic, and Google without vendor lock-inRole-based access controls and document verification to prevent outdated data usage