Last updated: 2026-06-04
Cassidy builds context-powered AI assistants and workflows for business teams. Free Starter plan (3 seats). Pro from $49/mo. 20,000+ teams. Full review and alternatives.
Cassidy is an AI automation platform founded in 2023 in New York by Justin Fineberg and Ian Woodfill. It lets non-technical business teams build AI assistants and multi-step workflows grounded in company data from Google Drive, Slack, Salesforce, and 100+ other tools. The Starter plan is free with 3 seats. The Pro plan starts at $49/month. Cassidy has raised $13.7M and serves 20,000+ teams with SOC 2 Type II, GDPR, and HIPAA compliance.
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 — sales, marketing, customer support, and operations — the ability to build intelligent automations without writing code or depending on IT. As of early 2026, over 20,000 teams use Cassidy, 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. Pricing starts with a free Starter plan that includes 3 seats and 10,000 monthly credits. The Pro plan starts at $49/month for up to 5 seats with 10,000 credits and 20,000 knowledge base pages. Business and Enterprise plans are custom-priced and include dedicated onboarding, audit logs, SSO, and custom API access. Credits do not roll over between billing cycles. Cassidy holds SOC 2 Type II, GDPR, HIPAA, and CASA certifications; data is never used to train AI models. Cassidy competes with Zapier for simple trigger-based automations (where Zapier has far more integrations but no native AI reasoning), n8n for developer-controlled flows (which requires hosting and coding), and Make for visual workflow builders. Cassidy's advantage is that AI is embedded in every step rather than bolted on through a third-party integration, making it the only platform in this group where non-technical users can build workflows that understand context and generate intelligent outputs without developer support.
Starter: free (3 seats, 10,000 credits/mo). Pro: from $49/mo (5 seats, 10,000 credits, 20,000 KB pages). Business/Enterprise: custom. Credits do not roll over. Additional credits available as add-ons.
Cassidy is an AI automation platform founded in 2023 by Justin Fineberg and Ian Woodfill in New York. It lets non-technical business teams build AI assistants and multi-step workflows that are grounded in the company's own data — from Google Drive and SharePoint to Salesforce and Notion. Over 20,000 teams use Cassidy to automate tasks like RFP responses, lead enrichment, customer ticket triage, and sales follow-ups without writing code. The company has raised $13.7M in total funding.
Cassidy offers a free Starter plan with 3 seats and 10,000 AI credits per month. The Pro plan starts at $49/month for up to 5 seats with 10,000 monthly credits and 20,000 knowledge base pages. Business and Enterprise plans are available with custom pricing, dedicated onboarding, SSO, and audit logs. Credits do not roll over between billing cycles, so unused credits each month are lost. Additional credits can be purchased as add-ons.
Cassidy's core features are context-powered AI Assistants (trained on your company data and deployed in Slack, Teams, or Chrome), multi-step Workflow automation with a no-code drag-and-drop builder, human-in-the-loop approval gates, a real-time knowledge base synced from Google Drive, SharePoint, and Notion, and support for 8+ AI models including GPT-4, Claude, and Gemini. It connects natively to 100+ enterprise tools including Salesforce, HubSpot, and Zendesk.
Yes, Cassidy has a free Starter plan that includes 3 seats and 10,000 AI credits per month with no credit card required. The free tier allows teams to build AI assistants and basic workflows. For larger teams, more knowledge base pages, or advanced integrations like SSO and audit logs, the Pro plan starts at $49/month. Business and Enterprise plans offer custom credits and dedicated support.
The main alternatives are Zapier (8,000+ app integrations, simpler trigger-based logic, but no native AI reasoning), n8n (developer-focused and self-hostable for full control, but requires coding), Make (strong visual workflow builder, no self-hosting, limited AI), and Lindy (AI agent platform focused on personal productivity rather than enterprise teams). Choose Cassidy when you need AI reasoning grounded in company-specific knowledge across business team workflows.
Cassidy works best for sales operations managers automating lead enrichment and RFP responses, customer support team leads triaging tickets in Zendesk or Slack, and marketing managers building content workflows connected to brand knowledge bases. It is designed for non-technical users — no coding or IT support required. It is less suitable for solo developers who need API-first control and self-hosting, or for very small businesses without organized internal documents to feed the knowledge base.
Yes, Cassidy provides an API for deploying assistants in external applications, custom webhooks for triggering workflows from any system, and a 'Send API Request' action step for calling external endpoints from within workflows. API keys are generated from the assistant's deployment settings in the platform. Full documentation is available at docs.cassidyai.com. Enterprise plans include expanded API access for building custom integrations and embedding Cassidy in internal dashboards.