Category
Workflow Automation
Key features
No-code AI agent builder
Multi-step workflow automation
Company knowledge base sync
01 — Overview
What is
Cassidy AI
Cassidy is a no-code platform where business teams build AI agents and multi-step workflows connected to their own documents, systems and meeting notes. It syncs knowledge from tools like Google Drive and SharePoint and works with models from several AI providers. Sales and marketing teams use it for prospect research, RFP drafts, CRM updates after calls, meeting prep and on-brand content.
02 — Who it’s for
Ideal Customer Profile
Used by business teams from startups to Fortune 100 enterprises, with a focus on document-heavy industries such as insurance, professional services and manufacturing.
03 — Capabilities
Key Features
No-code AI agent builder
Multi-step workflow automation
Company knowledge base sync
Meeting transcription and actions
Slack, Teams and Office extensions
Role-based access and audit logs
Webhooks and API
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Cassidy used for?
Teams use it to build AI agents and workflows that handle work like answering deal questions, drafting RFP responses, updating CRM fields after calls, researching prospects and producing content.
Who is Cassidy for?
Business teams that want to build AI automations without engineering, at companies from startups to large enterprises, especially in insurance, professional services and industrial sectors.
Which tools does Cassidy integrate with?
The site cites 100+ integrations, including Slack, Microsoft Teams, Google Workspace, Salesforce, Notion and SharePoint, and agents can run inside Chrome, Word, Excel and Outlook.
Can I connect Cassidy to my own systems?
Yes. Custom tools can be connected through webhooks and an API, and admins control access with SSO, role-based permissions and audit logging.