Last updated: 2026-07-01
Cassidy is a no-code AI automation platform that grounds AI assistants and multi-step workflows in a business's own knowledge base, connecting tools like Salesforce, Slack, and Google Drive. It runs 4.8 million workflow automations per quarter, using model-agnostic AI including GPT-4, Claude, and Gemini instead of one fixed model.
About Cassidy
Cassidy is an AI-native automation platform founded in 2023 by Justin Fineberg and Ian Woodfill in New York. The company has raised $13.7M across two rounds: a $3.7M seed in August 2024 (led by The General Partnership) and a $10M Series A in September 2025 (led by HOF Capital). It is built specifically to give non-technical business teams, including sales, marketing, customer support, and operations, the ability to build intelligent automations without writing code or depending on IT. By early 2026 Cassidy was running 4.8 million workflow automations per quarter. The core architecture combines enterprise knowledge bases with large language models. Each automation is grounded in the company's own data: SOPs, Notion wikis, Google Drive documents, Salesforce records, and SharePoint libraries are ingested and kept in sync in real time. When a workflow runs, the AI reads the relevant context before generating outputs, which means responses are specific to the business rather than generic. Cassidy is model-agnostic, supporting GPT-4, Claude, Gemini, and other models so teams can route tasks to the most appropriate model per step. The platform serves two main workflow types. AI Assistants are persistent chatbots trained on company knowledge that employees can query via the web app, Slack, Microsoft Teams, or Chrome extension. Multi-Step Workflows are trigger-based automations that combine inputs, AI reasoning, human approval gates, and actions across connected tools. Use cases span RFP response generation, lead enrichment from CRM data, customer ticket triage, sales follow-up drafts, and competitive research summaries. Cassidy offers a free Starter plan alongside paid Pro, Business, and Enterprise tiers; see the pricing section below for exact costs and limits. Cassidy is certified under SOC 2 Type II, GDPR, HIPAA, and CASA, and customer data is never used to train AI models.
Pricing
Starter: free (3 seats, 10,000 monthly credits). Pro: $49/month (5 seats, 10,000 credits, 20,000 knowledge base pages). Business and Enterprise: custom pricing with dedicated onboarding, audit logs, and SSO. Unused monthly credits expire at the end of each cycle rather than carrying forward.
Key Features
- Context-Powered AI Assistants: Build persistent AI assistants trained on your company's own documents, wikis, and CRM data, deployable in Slack, Teams, or the Chrome extension for real-time cited answers.
- Multi-Step Workflow Builder: Design trigger-based automations with AI reasoning at each step: pull knowledge base context, generate content, apply logic, and route outputs to Salesforce, Teams, or any connected app, all with a no-code drag-and-drop editor.
- Human-in-the-Loop Approval Gates: Insert manual review steps anywhere in a workflow to pause execution for quality checks or sensitive decisions before the automation continues to the next action.
- Model-Agnostic Routing: Choose from 8+ foundation models per workflow step, including GPT-4, Claude, and Gemini, allowing each task to use the model best suited for writing, reasoning, or analysis.
- Real-Time Knowledge Base Sync: Automatically ingests and live-syncs files from Google Drive, SharePoint, Notion, and OneDrive so AI always operates on the latest version of your SOPs, policies, and documents.
- 100+ Native Integrations: Connect to Salesforce, HubSpot, Zendesk, Slack, Microsoft Teams, Google Workspace, and 100+ other enterprise tools as triggers or action targets within any workflow.
Pros
- AI is embedded natively into every workflow step, not an add-on, so automations can reason over company context rather than just passing data between apps like Zapier or Make.
- Compliance certifications make Cassidy a realistic choice for regulated industries such as finance, healthcare, and legal, where lighter-weight automation tools often get disqualified during procurement review.
- Non-technical users can build and deploy full automations in minutes using drag-and-drop templates; G2 reviewers consistently highlight ease of use and responsive customer support as top strengths.
Cons
- Credits do not roll over: unused credits from a billing cycle are lost, which penalizes teams with uneven workflow usage patterns across the month.
- Chrome extension is the primary browser interface, so non-Chrome users miss the in-browser AI assistance feature that sales and support users rely on most.
- Effective automation depends on the quality and structure of existing company data; teams without organized document repositories get limited benefit from the knowledge base features.
Frequently Asked Questions
How much do you pay for Cassidy?
Starter is free with 3 seats. Pro costs $49 per month for 5 seats and adds a larger knowledge base allowance plus more monthly credits than Starter. Business and Enterprise plans are custom-priced with white-glove onboarding and SSO access. Unused monthly credits expire rather than carrying forward.
Does Cassidy have a free plan?
Yes, Cassidy's Starter plan is free indefinitely with 3 seats and 10,000 monthly credits included, no credit card required. It covers building and testing AI assistants and basic workflows, though any credits left unused at the end of the month are forfeited. Teams that need more credits, seats, or knowledge base capacity should upgrade to the Pro plan.
What are Cassidy's closest competitors?
The main alternatives are Zapier, which offers a much larger catalog of 8,000+ app integrations but no native AI reasoning inside each step; n8n, which is fully self-hostable and code-first for developer-led teams; and Make, a visual drag-and-drop builder aimed at connecting apps rather than grounding workflows in company knowledge. Cassidy fits best when a team wants AI judgment embedded directly into the workflow instead of plain data-passing.
What separates Cassidy from Zapier?
Zapier connects to far more third-party apps and relies on simple point-to-point triggers, but each step just moves data with no built-in AI reasoning. Cassidy grounds every step in the business's own knowledge base, so workflows can draft content, triage tickets, or answer questions using real company context instead of passing data untouched. Teams that mainly need broad app coverage should pick Zapier; teams that need AI judgment inside the workflow should pick Cassidy.
How long does it take to get going with Cassidy?
A first AI Assistant can be live within one sitting: sign up for the free Starter plan at cassidyai.com, no credit card needed. Connect a data source such as Google Drive, Notion, or Salesforce so the AI has company context to work from. Use a template or the drag-and-drop builder to create a first AI Assistant or workflow, then test it before turning on triggers.
Top Alternatives
- Zapier: Zapier carries a larger third-party app catalog; Cassidy carries AI reasoning grounded in a company's own knowledge base at every step.
- n8n: n8n stays self-hostable for teams that want to code custom logic; Cassidy stays no-code for teams that would rather non-technical staff run it themselves.
- Make: Make offers a pure visual workflow canvas for connecting apps; Cassidy instead reasons over the company's own documents and records at each step rather than just moving data between them.
HokAI guides covering Cassidy
- Best AI Agent Builders in 2026: Automate, Build or Self-Host: AI agent builder covers three products in 2026: Lindy and Cassidy automate workflows, Atoms and Emergent build apps, two open-source names have gone quiet.