Cassidy

Overview
News
Workflow Automation Platforms?
Product stageSegments
Seed
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Sales, marketing, and customer success automation, Operations automation
?

Cassidy offers a no-code/low-code platform that enables users to create AI-powered workflows and custom AI assistants via a drag-and-drop interface. The platform follows a model-agnostic approach, leveraging leading models such as OpenAI's GPT-4, Google Gemini, and Anthropic Claude. Users can connect to existing tools and leverage company-specific data to create personalized AI experiences and automate various tasks across sales, marketing, and operations. Marketing and sales teams can use Cassidy to accelerate content generation, personalize outreach, and lead scoring, while operations teams can categorize and resolve support tickets and automate bug reporting. 

Furthermore, Cassidy’s system reportedly improves over time through human-in-the-loop processes, which allow users to verify and exclude specific information. 

Key customers and partnerships

As of August 2024, the company served a number of large enterprises such as Deloitte, Microsoft, and SAP. The platform also integrates with over 100 third-party tools, including Google Drive, SharePoint, Notion, and Slack.


HQ location:
New York NY USA
Founded year:
2023
Employees:
1-10
IPO status:
Private
Total funding:
USD 3.7 mn
Last Funding:
USD 3.7 mn (Seed; Aug 2024)
Last valuation:
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Company profile
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