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Book demoMay 2026 Product Update
Hey Cassidy community,
Here's everything that's new in Cassidy this month.
Happy reading 💙
🧮 The Cassidy Excel Extension Just Got a Major Upgrade
Use Agents in Microsoft Excel to update cells, build pivot tables, or generate charts right inside your spreadsheets, with approval required before anything is applied.
Install the Cassidy extension from the Microsoft Office Store to get started.
✨ Introducing the Cassidy PowerPoint Extension
Use Agents in Microsoft PowerPoint to generate, edit, and analyze presentations inside the app, with approval required before anything is applied.
Install the Cassidy extension from the Microsoft Office Store to get started.
🔗 New Agent Connector: Outlook
Agents can now connect directly to Outlook to read, draft, categorize, and send emails during conversations, bringing your email data straight into Cassidy without leaving the chat.
📄 Share Artifacts as PDF
Alongside sharing via link, you can now download your charts, tables, and visuals as a polished PDF and attach them to a client email, share them in a team channel, or save them for your records.
✨ Introducing Custom Roles (Enterprise Plans Only)
Custom Roles are a new, more powerful way to manage permissions. This gives workspace admins more granular control over exactly what users can do in Cassidy.
With Custom Roles, you can define exactly what each user is allowed to do—from creating and editing Agents or Workflows, to connecting integrations, inviting users, and managing SSO.
NOTE: Custom Roles are available on the Enterprise plan. To learn more or upgrade, contact our sales team.
New Models
- Gemini 3.5 Flash
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