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Cassidy AI

Freemium

No-code AI workflow and assistant platform for teams, with a workflow copilot, 100+ prebuilt actions, 30+ models and native integrations to Drive, SharePoint, Salesforce and more.

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Our take

Cassidy helps non-engineers automate real team work - drafting responses, updating the CRM, searching a knowledge base - via a workflow copilot that builds the logic with you. You pick from 30+ models per step and wire in tools like Salesforce, Drive and Teams. Free tier to start, Pro at $49/mo, Business at $149. A practical pick for SMB and mid-market ops.

Best for

SMB and mid-market teams automating repetitive sales, support and ops work without code.

Pros

  • Workflow copilot builds automations step-by-step, no code
  • 100+ prebuilt actions; 30+ models to pick per task
  • Native knowledge-base and app integrations (Drive, Salesforce, Teams)
  • Accessible pricing: free tier, $49 Pro, $149 Business

Cons

  • Credit-based usage needs monitoring at scale
  • Newer than incumbent automation suites
  • Enterprise governance is thinner than rivals

How it compares

Against Stack AI's compliance focus or Gumloop's builder depth, Cassidy optimizes for everyday team automation with model choice and a guided copilot - quick value for non-technical teams.

Full review

Cassidy is a no-code AI platform that builds assistants and workflows for business teams across sales, support and operations. Its Workflow Copilot helps you assemble an automation step by step - structuring the logic, connecting tools and refining details with you - drawing on 100+ prebuilt actions like generating content, searching a knowledge base, sending emails and updating CRM records.

Flexibility is a theme: you can pick from 30+ models from OpenAI, Anthropic and Google per action, with recommendations for which fits writing, logic or research, and native integrations span Google Drive, SharePoint, OneDrive, Salesforce and Microsoft Teams. Pricing is accessible for smaller teams - a free tier, Pro at $49/month and Business at $149 - with a credit system metering AI tasks, so usage is worth monitoring at scale. It's newer and lighter on enterprise governance than incumbents, but quick to deliver value for non-technical teams.

Cloudkart Trust Graph

3.6/5
  • Actual Utility4/5

    Source: Initial LLM-authored rubric (backfill)

  • Ease of Use4/5

    Source: Initial LLM-authored rubric (backfill)

  • Pricing Fairness4/5

    Source: Initial LLM-authored rubric (backfill)

  • Reliability3/5

    Source: Initial LLM-authored rubric (backfill)

  • Differentiation3/5

    Source: Initial LLM-authored rubric (backfill)

Scored as of . Each score is versioned and auditable; vendors cannot buy it.

How this score is set

Editorial rubric
Primary signal — five dimensions, 3.6/5 average.
Community reviews
None yet.
Pricing verified
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Independence
Score set by our editorial team before any affiliate relationship is considered. No vendor can buy it.

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Frequently asked questions

Is Cassidy AI free, and how much does it cost?
Cassidy AI has a free tier, with paid plans that unlock advanced features.
Who is Cassidy AI best for?
SMB and mid-market teams automating repetitive sales, support and ops work without code.
How is Cassidy AI rated on Cloudkart.ai?
Cassidy AI scores 3.6 out of 5 on the Cloudkart.ai rubric, which weighs actual utility, ease of use, pricing fairness, reliability and differentiation. Scores are set editorially and can never be bought.

Community reviews

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