Cassidy is live · free plan; paid plans on request · last verified 5 Nov 2026 · viability healthy
Cassidy
Cassidy builds no-code AI agents and multi-step workflows grounded in your company documents, meetings and CRM.
Cassidy earns a serious look when the automation has to survive an audit: cited knowledge, OCR parsing, Document Verification, approval steps and a run-level audit trail are the product, not upsells. The add-ins into Word, Outlook, Excel and Teams are where real adoption happens, and the OneDigital rollout — 6,000 employees onboarded, 80%+ weekly active — is proof most no-code AI vendors can't produce. For one-off AI help or simple plumbing, a general assistant or Zapier is cheaper and faster.
Verdict generatedVerified 8d ago · liveness 78/100 · cite: rightaichoice.com/tools/cassidy-ai
- Insurance brokerages, carriers and MGAs triaging submissions and comparing policy terms
- Employee benefits teams and PEOs automating census collection, plan comparisons and renewals
- Manufacturing, construction and logistics teams pulling answers from specs, SOPs and compliance docs
- Consulting and professional services firms drafting RFP responses and meeting prep briefs
- Teams without dense document workflows or industry-specific terminology to automate
- Buyers who only want a general-purpose chatbot for casual Q&A
- Simple automations like email forwarding or basic notifications
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Skip Cassidy if your automation is simple plumbing like email forwarding or Slack alerts, or if you want a general-purpose chatbot rather than permissioned, auditable workflows grounded in company documents.
Knowledge Base storage is counted in text-based pages, so a 20-page PDF consumes 20 pages — document-heavy teams can hit the 100K-page Starter ceiling faster than expected.
Starter is free at $0/mo for 3 seats, 1 workspace, 10,000 AI credits per month, 5 Agents and 5 Workflows — fine for a scoped exploration, not a department rollout. Business is custom-quoted with tailored seats, credits and storage. It sits above lightweight no-code automation tools and in the same buying conversation as governed enterprise AI platforms, so the comparison to make is against the cost of the manual process plus your compliance requirements.
In short
Cassidy — Cassidy builds no-code AI agents and multi-step workflows grounded in your company documents, meetings and CRM. Best for Insurance brokerages, carriers and MGAs triaging submissions and comparing policy terms, Employee benefits teams and PEOs automating census collection, plan comparisons and renewals, Manufacturing, construction and logistics teams pulling answers from specs, SOPs and compliance docs. Free to start; it also has paid plans whose price we could not confirm — see the pricing table.
No head-to-head comparison for Cassidy yet — the alternatives below are the closest matches we list.
What is Cassidy?
Cassidy — Cassidy builds no-code AI agents and multi-step workflows grounded in your company documents, meetings and CRM. Best for Insurance brokerages, carriers and MGAs triaging submissions and comparing policy terms, Employee benefits teams and PEOs automating census collection, plan comparisons and renewals, Manufacturing, construction and logistics teams pulling answers from specs, SOPs and compliance docs. Free to start; it also has paid plans whose price we could not confirm — see the pricing table.
Cassidy is a no-code platform for turning dense business processes into production AI agents and multi-step workflows. Business teams build in natural language; engineering never has to ship the automation. It is explicitly aimed at where work is manual and accuracy is critical — insurance brokerages, carriers and MGAs, employee benefits teams and PEOs, industrials, and professional services firms. Underneath sits one connected context layer. A Knowledge Base grounds every agent in company knowledge and syncs from Google Drive, SharePoint and other sources — every 24 hours on Starter, instant on Business. Storage is measured in text-based pages, so a 20-page PDF counts as 20 pages while blank slide decks don't count at all. OCR Document Parsing converts scanned PDFs into structured, searchable text, Document Verification decides which documents are allowed to feed live workflows, and the Meeting Recorder transcribes and summarizes calls in real time and can trigger a workflow. The orchestration layer is where Cassidy separates itself from a chat assistant: scheduled and custom event triggers, conditional branching, retry and error handling, human-in-the-loop approval steps, version history with rollback, and bulk execution across large datasets such as 1,000 documents at once. Research Agent Blocks can browse the web mid-workflow, and an Answer Hub stores pre-approved responses for RFP work. Agents deploy in Chrome or Edge, Word, Excel, Outlook, Gmail, Slack, Microsoft Teams, Google Chat, a browser embed or the API — over 100 integrations, with Salesforce, Notion and SharePoint among them. Governance is sold as part of the product, not an add-on: organization-wide instructions, advanced RBAC, SSO via an identity provider such as Azure AD, usage analytics, spend limits by team and role, and a full audit log of runs. Cassidy states SOC 2 Type II, GDPR, HIPAA and CASA compliance, and says your data is never used for model training. Task routing sends each step to
Key features
- No-code Agent builder driven by natural language prompts
- Multi-step Workflows with conditional logic, retry and error handling
- Knowledge Base grounded in company documents, synced from Google Drive and SharePoint
- Meeting Recorder with real-time transcription, summaries and Workflow triggers
- Human-in-the-loop approval and review steps inside Workflows
- Scheduled triggers and custom event triggers from CRM updates or tickets
- OCR Document Parsing turning scanned PDFs into structured, searchable text
- Document Verification to approve which documents feed live Workflows
- Bulk execution across large datasets, e.g. 1,000 documents at once
- Research Agent Blocks that navigate the internet mid-workflow
- Answer Hub for pre-approved RFP and proposal responses
- Model routing across OpenAI, Anthropic and Google per task
- Deploy via Chrome/Edge extension, Word, Excel, Gmail, Outlook, Slack, Teams, Google Chat, browser embed or API
- Advanced RBAC, SSO, usage analytics and spend limits by team and role
- Version history with rollback and full audit trail of runs
Behind the verdict
We'd reach for Cassidy when the process is the problem, not the prompt. A benefits team comparing census files across a dozen carriers, or an underwriting desk triaging submissions against appetite guidelines, is exactly the shape of work it was built for: dense documents, repeated steps, someone accountable for the answer. The Knowledge Base, Document Verification and audit trail mean the output can be defended in a review — which is more than most no-code builders offer. Where it bites is onboarding. Cassidy's own model is crawl, walk, run: a hands-on build phase, then weekly office hours, then full ownership. Teams that expect to buy a license and see value next week will be disappointed. Budget for the rollout, or pick it when you already have a champion who will run the training. The Starter plan is genuinely useful for exploration — 3 seats, 5 agents, 5 workflows, 10,000 AI credits and 30,000 pages of storage — but the 24-hour knowledge sync and capped credits will show up fast in production. Anything real lands on Business, which is custom-quoted with tailored seats, credits and storage. Get a quote against your actual document volume before you assume it is cheap. Against Claude Cowork or Codex, the split is honest: those are better when a single person wants ad-hoc help on a task. Cassidy is for a repeatable process that several people run, where RBAC, spend limits and an audit log matter more than cleverness. Against Zapier or Make, Cassidy is narrower but deeper — it understands documents and meetings, not just app-to-app plumbing. In practice the deployment surface is the quiet win. Agents living inside Outlook, Word, Excel, Teams and Slack get used; a separate portal tab does not. That is also the caveat: if your team lives outside Microsoft and
Models under the hood
as of 2026-11-08
Limitations
- The Starter plan is capped at 3 seats, 1 workspace, 10,000 AI credits per month, and 30,000 pages of storage, which is tight for a real pilot.
- Business pricing is custom and requires booking a demo, so scaling seats goes through a sales conversation.
- The vendor markets Cassidy as "any model" with the specific providers (OpenAI, Anthropic, Google) coming from the profile's verified feature list rather than being named on the live pages scraped here.
as of 2026-10-22
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Is Cassidy still active?
Cassidy is live · free plan; paid plans on request · last verified 5 Nov 2026 · viability healthy.
Viability score
How well maintained and how widely used is Cassidy? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: November 2026
How we score →What's new in Cassidy
Checked 11 days agoAcross the latest 3 updates: 1 changelog entry and 2 news mentions.
How Cassidy Replaces the Renewal Marketing Grind for Benefits Brokers
Cassidy published a use-case post on automating benefits renewal marketing for brokers. Vendor content only — no product or pricing change disclosed.
The Census Problem: How AI Is Fixing Benefits' Biggest Bottleneck
An educational post on AI-driven census automation for employee benefits workflows, aimed at benefits brokers and PEOs rather than a product announcement.
May 2026 Product Update
Cassidy's May 2026 changelog covering product updates. The post body was not captured in the feed, so the individual changes are unverified.
What do users say about Cassidy?
What people actually say about Cassidy — is it worth it?
We scanned public community sources for Cassidy on Sep 14, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Only 2 of the posts we fetched could be positively tied to Cassidy. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
How we verified this
Every listed fact about Cassidy — pricing, features, links, status — is re-read from the vendor's own pages by our verification pipeline and each change is logged with a date; the last pass ran on 5 Nov 2026. Analysis is drafted with AI models and checked against our editorial standards before publishing; see how we verify.
Verification history
We have re-verified Cassidy 23 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — changed pricing page
- — changed domain expiry
- — changed description, pricing tiers, our verdict, features
- — changed pricing page, limitations, who should skip it, our verdict, description, integrations, summary, features, pricing tiers, SSL certificate
- — changed limitations, platforms, models, pricing page
- — changed use cases, who should skip it, limitations, who it suits, hidden costs, description, switching in, pricing fit, integrations, switching out, setup time, our verdict, features, pricing tiers, summary
Showing the 6 most recent of 23 verification passes.
Free to cite with attribution — this page re-verifies continuously.
How much does Cassidy cost in 2026?
Cassidy: Free to start; it also has paid plans whose price we could not confirm — see the pricing table. Pricing last verified 5 Nov 2026.
Plans compared
Every published Cassidy tier, its price as the vendor publishes it, who it fits, and what it adds over the tier below. The 12-month cost projection follows.
| Plan | Price | Billing | Who it's for |
|---|---|---|---|
| Starter | Free | — | A small team of up to 3 people running a scoped exploration — one department testing two or three document-heavy automations before committing budget.Adds: Free entry point: 3 seats, 1 workspace, 10,000 AI credits per month, 5 Agents, 5 Workflows, up to 100K knowledge pages, limited Meeting Recorder hours, and source sync every 24 hours. |
| Business | Custom | quote | Operations teams running automations in production across departments, where IT needs SSO, advanced RBAC, spend limits and an exportable audit trail.Adds: Adds custom seats, workspaces, AI credits and storage, instant sync with external sources, advanced Workflow Actions for CRM and meeting actions, advanced RBAC and SSO, usage analytics with spend limits by team and role, and premium onboarding. |
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Where the pricing makes sense
The company stage and team size where Cassidy's pricing actually pencils out — and where peers do it cheaper.
Starter is free at $0/mo for 3 seats, 1 workspace, 10,000 AI credits per month, 5 Agents and 5 Workflows — fine for a scoped exploration, not a department rollout. Business is custom-quoted with tailored seats, credits and storage. It sits above lightweight no-code automation tools and in the same buying conversation as governed enterprise AI platforms, so the comparison to make is against the cost of the manual process plus your compliance requirements.
Has Cassidy's pricing changed?
No plan price for Cassidy has moved since we began logging in Aug 2026; the pricing page is re-read on every verification pass.
Who should pick Cassidy?
Pick Cassidy if you are Insurance brokerages, carriers and MGAs triaging submissions and comparing policy terms, Employee benefits teams and PEOs automating census collection, plan comparisons and renewals, Manufacturing, construction and logistics teams pulling answers from specs, SOPs and compliance docs, Consulting and professional services firms drafting RFP responses and meeting prep briefs.
Look elsewhere if you are Teams without dense document workflows or industry-specific terminology to automate, Buyers who only want a general-purpose chatbot for casual Q&A, Simple automations like email forwarding or basic notifications, Organizations unwilling to connect a knowledge base or let business users own the build.
Skip it if Skip Cassidy if your automation is simple plumbing like email forwarding or Slack alerts, or if you want a general-purpose chatbot rather than permissioned, auditable workflows grounded in company documents.
GeneratedReal-world workflow fit
Concrete scenarios for the personas Cassidy actually fits — and what changes day-one when you adopt it.
Inbound submissions arrive as scanned PDFs. OCR Document Parsing converts them to structured text, Document Verification approves which documents feed the live Workflow, and a Cassidy agent extracts submission data and screens for appetite against approved guidelines before routing to the right underwriter.
Outcome: Submissions reach the correct underwriter with extracted data attached, and every run is captured in the audit log for compliance review.
A renewal cycle starts. A scheduled trigger kicks off census collection and validation, agents compare plan terms, and renewal marketing assets are drafted in the team's AI brand voice for a human-in-the-loop review step before anything goes to the client.
Outcome: Census chasing and renewal drafting run on a schedule instead of a spreadsheet scramble, with a named reviewer signing off each output.
An RFP lands. Agents pull pre-approved answers from the Answer Hub, a Research Agent Block fills gaps from the web, drafts are assembled and routed for approval, then delivered where the team works via the Word or Outlook add-in.
Outcome: First-draft responses come from vetted content rather than model improvisation, and the approval chain is logged.
Use cases
- Triage new insurance submissions and screen for underwriting appetite, specialty lines risk and financial lines exposure.
- Extract submission data, compare policy terms and route cases against approved underwriting guidelines.
- Automate benefits census collection and validation for PEOs and benefits teams.
- Run renewal marketing workflows for employee benefits brokers.
- Get technical answers from specs, SOPs and compliance docs for manufacturing and logistics teams.
- Draft RFP and proposal responses from a pre-approved Answer Hub and route them for sign-off.
- Respond to RFQs and validate warranty claims in manufacturing and field operations.
- Turn meeting transcripts into CRM updates, follow-up action items and Workflow triggers.
Setup time & first value
How long it actually takes to get something useful out of Cassidy — broken out by persona, not the marketing-page minute.
Starter signup is immediate, but first real value takes longer: budget a couple of weeks to populate the Knowledge Base and build your first Agent and Workflow — a half-filled knowledge base produces weak agents. Business buyers add procurement and security review time on top, offset by Cassidy's guided Phase 1 build and premium onboarding.
Switching to or from Cassidy
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Zapier or Make: rebuild the trigger-and-step logic as a Cassidy Workflow, keeping the same scheduled and event triggers, then attach a Knowledge Base so steps can reason over documents.
- →From a general AI assistant: move your recurring prompts into Agents, load the underlying source documents into Knowledge Base Collections, and add human-in-the-loop steps where output needs sign-off.
- →From manual document review: load historical PDFs through OCR Document Parsing, use Document Verification to approve the canonical set, then run bulk execution across the backlog.
- ↗To Zapier or Make: export the trigger logic manually; Cassidy Workflows have no documented one-click export, so expect to rebuild each automation step by step.
- ↗To a general assistant: retain the Answer Hub content as your source of truth and recreate agent instructions as system prompts; audit trails and RBAC do not carry over.
Integrations
Resources & guides
Tutorials & Learning
YouTube returned 6 videos for “Cassidy”, and we withheld 6: 6 could not be judged, because “Cassidy” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Cassidy.
Official links
What are the best Cassidy alternatives?
The closest alternatives to Cassidy we list are Make, Zapier and Pabbly Connect. Ranked by direct product-type match, not category overlap.
| Alternative | Pricing | Starts at | Last verified |
|---|---|---|---|
| Make | Freemium | Pricing not published | — |
| Zapier | Freemium | Pricing not published | — |
| Pabbly Connect | Freemium | Pricing not published | — |
Alternatives to Cassidy
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Zapier
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Pabbly Connect
Pabbly Connect automates workflows across 2,000+ apps without charging you for trigger steps.
Tools that pair well with Cassidy
Common stack mates teams adopt alongside Cassidy, with the specific reason each pairing earns its keep.
Make
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Zapier
Zapier connects 9,000+ apps to Claude, ChatGPT, Cursor and Gemini Enterprise through one governed MCP server.
Pabbly Connect
Pabbly Connect automates workflows across 2,000+ apps without charging you for trigger steps.
Frequently asked questions
Best-of guides
For makers of Cassidy
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