Cassidy.jpg

Cassidy

The AI workspace personalized to your company.
Business Operations
Project Management
Customer Support
Marketers
Operations Specialists
Cassidy

About Cassidy

At Cassidy, we envision a future where AI seamlessly integrates into every facet of business workflows, transforming how organizations harness data to drive productivity and operational excellence. Our mission is to democratize AI-powered automation, making it accessible and effective for both technical and non-technical teams within companies of all sizes.

We are dedicated to building intelligent, adaptable AI copilots and multi-step automation workflows that deeply understand each company's unique context, brand voice, and operational needs. By leveraging cutting-edge AI models and secure, scalable integrations with hundreds of tools, Cassidy unlocks new levels of efficiency and insight for businesses across industries.

Through relentless innovation and a focus on enterprise-grade security and compliance, we are shaping a future where routine tasks are effortlessly automated, freeing people to focus on meaningful work and driving impactful growth. Cassidy is delivering the foundation for a smarter, more responsive, and agile workplace of tomorrow.

Our Review

We've been tracking Cassidy for a while now, and honestly, it's one of those platforms that makes us wonder why more companies aren't talking about it. Founded by Justin Fineberg and Ian Woodfill, this AI workflow automation platform has quietly built something pretty impressive — a way for businesses to actually use AI without needing a computer science degree.

What caught our attention isn't just another "AI assistant" pitch. Cassidy connects to your company's actual data and learns your specific workflows, brand voice, and business context. It's like having an intern who never forgets anything and works 24/7, except this one can handle complex multi-step processes across your entire tech stack.

The Smart Integration Play

Here's where Cassidy gets interesting — it integrates with over 100 platforms including Slack, Salesforce, HubSpot, and Notion. We're talking real-time context across your business functions, not just surface-level connections. The platform can prioritize support tickets, qualify leads, process RFPs, and handle marketing tasks all while maintaining your company's specific context.

The model flexibility is particularly clever. Instead of locking you into one AI provider, Cassidy dynamically picks the best model for each task — whether that's OpenAI's GPT-4, Anthropic's Claude, or Google's Gemini. It's like having a Swiss Army knife that automatically selects the right tool.

Real-World Impact That Actually Matters

We love seeing concrete results, and Cassidy delivers them. Companies like RVezy are saving hundreds of hours monthly, while others are accelerating RFP responses by 5x. When Any Lab Test Now can automate their customer support workflows without hiring additional staff, that's the kind of productivity boost that makes CFOs pay attention.

The fact that over 10,000 companies across healthcare, finance, automotive, and government sectors are already using it tells us this isn't just hype — it's solving real problems for real businesses.

Who Should Take Notice

If you're running a mid-market company or larger and your team spends too much time on repetitive tasks, Cassidy deserves a serious look. The no-code approach means your non-technical teams can build automations without constantly bugging IT.

With $10 million in Series A funding from HOF Capital and SOC 2 Type II compliance, they're clearly serious about scaling and security. For businesses tired of AI tools that promise everything but deliver basic chatbots, Cassidy might just be the workflow revolution you've been waiting for.

Platform Type
Website
Pricing
Contact for pricing
Features

AI Copilots and Assistants trained on company-specific data

Multi-step Workflow Automation for complex business processes

Knowledge Base Integration with 100+ platforms

Supports multiple AI models including OpenAI GPT-4, Anthropic Claude, Google Gemini

Enterprise-grade security with SOC 2 Type II compliance and data encryption

FAQs

When was Cassidy founded?
Cassidy was founded in 2023.
What is Cassidy core business?
Cassidy is Computer Software company.
What industries or markets does Cassidy operate in?
Cassidy operates in the following categories:
Agent
Productivity
AI Chatbots
Customer Support
Low-Code/No-Code
Who is Cassidy made for?
Cassidy is made for:
Business Operations
Project Management
Customer Support
Marketers
Operations Specialists
How many employees does Cassidy have?
Cassidy has 11-50 employees.
Where is Cassidy headquaters?
Cassidy headquarters is located at New York City, NY, United States .
Is Cassidy hiring?
Yes, Cassidy has 0 open AI jobs.
What is Cassidy website?
Cassidy website is https://www.cassidyai.com/.
Where can I find Cassidy on social media?
You can find Cassidy on LinkedIn.
Last Update
October 13, 2025
Categories
Agent
Productivity
AI Chatbots
Customer Support
Low-Code/No-Code

Latest AI jobs at Cassidy

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.

Cassidy

Companies size
11-50
employees
Founded in
2023
Headquaters
New York City, NY, United States
Country
US.svg
United States
Industry
Computer Software
Social media
Visit website