What Cassidy does

Cassidy is an AI automation platform founded in 2024 and headquartered in New York City. The company enables organizations to build, deploy, and manage AI agents and multi-step workflows that operate across their internal knowledge bases, communication tools, and business applications. Its core product suite includes Knowledge Base (unified institutional knowledge management), Agents (AI teammates with agentic reasoning), Workflows (multi-step automations), and Meetings (conversation-to-action capture), complemented by specialized add-ons such as QBR Auto-Builder, Internal Answer Search, RFP Response Drafting, and Deal and Customer Q&A.

The platform is model-agnostic, integrating with OpenAI, Anthropic, and Google models, and is delivered through a partnership with Microsoft Azure OpenAI Service. Cassidy connects to 800+ third-party tools including Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook, and maintains enterprise-grade certifications (SOC 2 Type II, GDPR, HIPAA, CASA) supporting deployment in regulated industries. The platform reports usage by 20,000+ teams and 4.8M workflow automations in a recent quarter.

Cassidy pursues a product-led growth motion complemented by enterprise sales into regulated verticals. Named customers include NTT Data, Tokio Marine, Rise (Quad Agency), Crain Communications, and Frontier Behavioral Health, with stated industry coverage spanning Insurance, Industrials, Employee Benefits/PEOs, Professional Services, Healthcare, Sales, Customer Support, Marketing, and Operations. The company is venture-backed with $13.7M in total funding across a $3.7M seed (Aug 2024, led by The General Partnership) and a $10M Series A (Sept 2025, led by HOF Capital).

Name

Cassidy

Legal name

Cassidy Inc.

Website

https://cassidy.ai

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Cassidy is a New York City-based AI automation platform that enables organizations to build AI agents and multi-step workflows across knowledge bases, communication tools, and 800+ business applications, serving 20,000+ teams in insurance, industrials, PEOs, professional services, and healthcare.

Ownership category

akta.pro rank

Product category

AI Workflow Automation

NAICS

Software Publishers (513210), Software Publishers (51321), Custom Computer Programming Services (541511), Computer Systems Design Services (541512)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)

akta.pro secondary industries

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Integration-Centric Low-Code (Workflow + iPaaS) (HDAEAKAC)

Keywords

• AI workflow automation
• No-code AI platform
• AI agents
• Business process automation
• Knowledge management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Cloud-based AI automation platform delivered as subscription service. Pricing likely tiered based on team size or feature access. Enterprise tier includes dedicated solution team support, managed builds, implementation, and maintenance.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Cassidy provides a no-code AI automation platform that enables non-technical business teams to build AI agents and multi-step workflows using company-specific data and context. The platform combines a unified Knowledge Base, agentic AI agents, automated workflows, and meeting-to-action capabilities, deploying natively across Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook. It targets operationally complex industries where manual, document-heavy processes require accuracy in high-stakes decisions.

Product overview

Cassidy is an AI automation platform built as a unified product with four core modules—Knowledge Base, Agents, Workflows, and Meetings—that work together to enable non-technical teams to automate complex business processes using AI. The Knowledge Base serves as the foundational context layer, connecting company documents and data sources to power Agents (AI teammates) and Workflows (multi-step automations). Meetings bridges conversations to automated actions. The platform also offers specialized add-on solutions including QBR Auto-Builder, Internal Answer Search, RFP Response Drafting, and Deal and Customer Q&A for specific use cases. Cassidy is model-agnostic, supporting OpenAI, Anthropic, and Google models, and deploys natively across Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook.

Differentiator

Problem solved

Functional benefit

Products and services

• Knowledge Base A unified knowledge management module that connects documents, wikis, and data sources (Google Drive, SharePoint, OneDrive) to provide AI automations with company-specific business context. Features continuous real-time sync, automatic ingestion of files, SOPs, and policies, and context-aware intelligence for non-technical business teams building AI automations.
• Agents AI teammates module that non-technical users can build to autonomously handle complex workflows, make decisions, and execute actions across multiple systems. Agents use agentic reasoning to handle nuance, complex logic, and exceptions with decision-making rather than rigid scripts.
• Workflows Multi-step automation module that drives business outcomes without coding, enabling cross-system execution across multiple business tools in a single flow, with precision controls and Human-in-the-Loop guardrails for business-critical processes.
• Meetings Automation module that converts conversation to action, enabling teams to capture meeting outcomes and automatically trigger follow-up workflows and tasks from conversations.
• Cassidy AI Automation Platform The unified Cassidy platform combining Knowledge Base, Agents, Workflows, and Meetings modules. Model-agnostic AI automation platform supporting OpenAI, Anthropic, and Google models, deploying natively across Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook, with SOC 2 Type II, GDPR, HIPAA, and CASA compliance.

Quantifiable outcome

• 4.8 million workflow automations run in the last quarter
• +3 more outcomes

Named customers5 records

Segments9 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability6 records

Feature6 records

Partnerships

One partnership is on record.

• Microsoft Azure OpenAI ServicecoreTechnology or Integration · 24 September 2024Integration partnership with Microsoft Azure OpenAI Service, making AI simple for all users. Cassidy utilizes Azure OpenAI Service as one of the AI model providers in its model-agnostic platform architecture.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Emerging players

• Lindy AI: No-code AI agent builder for businesses to automate tasks and workflows without engineering. Comparable to Cassidy as a peer in the AI agent-for-business-users category.
• Relay.app: AI-powered workflow automation tool for non-technical teams with human-in-the-loop controls. Closely mirrors Cassidy's positioning around accessibility and business-user-led automation.
• Stack AI: Enterprise AI agent and workflow platform enabling no-code agent building for business teams. Directly comparable to Cassidy's agent and workflow offerings targeting similar enterprise use cases.
• Relevance AI: Platform for building AI agents and workflows with a focus on sales, support, and operations use cases. Comparable to Cassidy on agentic workflows for non-technical operators.

Broad incumbents

• Zapier: Largest no-code workflow automation platform with thousands of integrations and AI action features. Comparable to Cassidy on no-code automation for non-technical users, with a much broader SMB footprint and AI agent layer.
• Salesforce Agentforce: Salesforce's enterprise AI agent platform tightly integrated with CRM and workflow data. Represents a broad incumbent threat given Cassidy's native Salesforce integration and enterprise agent ambitions.

Direct peers

• Moveworks: Enterprise AI agent platform that automates workflows and knowledge retrieval for non-technical employees. Directly comparable to Cassidy in targeting business users with AI agents across IT, HR, and operations use cases.
• n8n: Workflow automation platform with AI agent capabilities for technical and semi-technical users. Comparable to Cassidy as a flexible, integration-rich automation platform, though more developer-oriented.
• Workato: Enterprise automation and integration platform offering low-code workflow building across SaaS apps. Overlaps with Cassidy's workflow automation and 800+ integration footprint for enterprise process automation.
• Glean: Enterprise AI search and agent platform that connects workplace knowledge sources and powers AI assistants across functions. Comparable to Cassidy's Knowledge Base and agentic workflow positioning with strong model-agnostic stance.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Cassidy_AI
• LinkedInlinkedin.com/company/cassidyai

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds2 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cassidy