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January 2026 Product Update

Cassidy Team, Feb 03, 2026

Hey Cassidy community,

Here's everything that's new in Cassidy this month.

Happy reading.

⭐ Spotlight: Generate Interactive Outputs Using the Artifacts Tool

Assistants can now generate interactive dashboards, calculators, and charts directly in chat.

These are live, clickable tools that you can share with your team.

A few teams are already using them for:

  • Sales dashboards that filter by region, product, or pipeline stage
  • Pricing calculators tailored to specific deal structures
  • Data visualizations from uploaded files

This is a major update that provides a faster path from question to usable output.

⛲ Workflow Improvements

🖼️ Image Support In Workflows

Use the File field type to upload images into your automations and the new Generate Image action to create images based on a prompt.

This opens up new possibilities for visual content creation, from generating branded graphics to automating image-based processes in Workflows.

Real-Time Workflow Status Alerts

Configure email notifications to alert you immediately, hourly, or daily whenever something unusual happens with your Workflow runs.

Spend less time monitoring your Workflows and more time building new automations that drive results.

Stop a Workflow at Any Point During Execution

Make immediate edits to a specific workflow section you’re testing by stopping the run at any time.

Search Past Workflow Runs by Keyword

It’s now faster to locate past runs when you have a particular word or phrase in mind, helping you review and reference previous executions more efficiently.

New Workflow Action: Download Files from URL

This makes it easier to pull in external documents and use them within your Workflows, eliminating the back and forth of manually downloading and uploading files.

👋 Assistant Improvements

Updated Building Experience: Testing & Version History

Paired with a cleaner interface, version history now lets you save iterations and revert to previous versions without losing work. Testing complex Assistants has never been easier.

New Assistant Tools: Salesforce, Airtable, and Snowflake Connections

Teams can query these tools in plain language to extract information quickly, with in-chat approvals for any actions that modify data.

Assistants in Microsoft Teams & Slack Can Now Create and Share Files

Generate charts, Word documents, PowerPoints, PDFs, Excel sheets, and more without leaving the conversation in Microsoft Teams & Slack.

Export and Import Assistants

Assistants can now be downloaded as a file and re-uploaded to any account. Making it easier to share Assistants across multiple workspaces without rebuilding them from scratch.

📚 Platform Improvements

Automatically Map SSO Groups From Your Identity Provider

Eliminate the need to manually configure new users into permission groups by importing your existing ones in tools such as Okta, Azure and Google.

SharePoint Site Pages and Lists Now Available in Knowledge Base

The SharePoint integration has been expanded to now give you even more access to your SharePoint content, natively in Cassidy.

Other Improvements

Additionally, we've added Composio as a new sub-processor to enhance our external integration capabilities—vetted to meet our security and privacy standards. You can always view a full list of our sub-processors here.

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