
Cassidy
Cassidy is a no-code AI automation platform that lets teams build Agents and Workflows based on their own company knowledge base, deploying them to everyday work scenarios like Slack, Teams, and email.
About Cassidy
Cassidy is an AI automation platform that helps teams build Agents and Workflows powered by their company's business knowledge. Unlike generic AI tools, Cassidy can connect your company's documents, wikis, meeting notes, and integrated tools, so automations understand your terminology, processes, and edge cases—without writing code or needing technical skills. The Knowledge Base brings documents, websites, meetings, and tools into a single source of truth with real-time syncing, giving every Agent and Workflow real company knowledge for context. Workflows turn complex processes into automations without waiting on engineering schedules, reasoning, making decisions, and taking actions based on the Knowledge Base. Agents can take actions across tools and be deployed to Slack, Teams, Google Chat, email, or embedded into the places where your team already works.
Best for
Best use cases
Bring scattered files such as meeting notes, sales materials, and training documents into a unified knowledge base, so automations produce trustworthy, citable results
Drive AI workflows with conditions such as scheduled triggers to automatically generate content and perform actions like sending emails or uploading files
Deploy AI agents to Slack, Teams, Google Chat, or email to handle day-to-day business requests
Features
Knowledge Base
Connect documents, websites, meetings, and tools into a single source of truth with real-time syncing, so every Agent and Workflow operates on real company knowledge, with outputs that can include citations and respect permission settings.
Workflows
Turn complex processes into automations without waiting on your engineering team. Built on the Knowledge Base, connected to your existing tools, and equipped with guardrails that keep you in control, workflows can reason, make decisions, and execute actions.
AI Agents
Agents built on the Knowledge Base and trained in your brand's voice can take actions across tools, and be deployed to Slack, Teams, Google Chat, email, or embedded wherever your team works.
No-Code Onboarding
The no-code platform lets non-technical teams build Workflows and Agents in hours instead of months, with no developer required.
Pros
- Build workflows and AI agents with no code and no developer required
- Automations are grounded in your company knowledge base, understanding your own terminology, processes, and brand voice, with outputs that include citations
- AI agents can be deployed to Slack, Teams, Google Chat, email, or embedded for use
- Knowledge Base syncs in real time and respects permission settings