Curious about Cassidy?
Reach out to our success team to see how Cassidy can help your business automate manual tasks and unlock new growth
Outsized results for companies of all sizes
4,800,000
100+
20,000
Trusted by global executives at leading organizations
"Cassidy allows us to be much more proactive in addressing critical customer complaints — automatically escalating issues to a manager who can solve customer problems quickly."
“I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 5x faster to customers so we can close more deals.”
“Cassidy’s real-time context allowed us to finally implement AI automations across our marketing, HR, and sales teams."
"Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks"
"Cassidy makes it easy for us to get our employees exactly the information they need — right when they need it."
"I would recommend Cassidy. We looked at other tools, but none made it this accessible. It’s proven itself across multiple departments, and it’s done it in a way that’s effective and easy to use."
The security-first AI platform
FAQ
Cassidy goes way beyond basic note-taking. It can join any meeting, summarize discussion, extract action items, and trigger workflows instantly. Every meeting becomes searchable knowledge—automatically added to your knowledge base and connected to your broader business processes.
Yes. Cassidy indexes all your past meetings so you can search, ask questions, and retrieve key moments instantly—just like you would with a doc or dashboard.
Absolutely. Cassidy can automatically create tasks, send follow-ups, update Salesforce, notify stakeholders, or trigger custom workflows—all based on what was said in the meeting.
You’re always in control. Cassidy supports advanced permissioning so you can manage exactly who can access which meetings, summaries, or insights—down to the individual level.
Yes. Cassidy connects with Google Calendar, Outlook, Zoom, Microsoft Teams, and more. It joins meetings automatically and syncs insights to the tools your team already uses.
Cassidy uses leading AI models and your company’s context to deliver accurate, actionable summaries—far beyond generic transcripts. You’ll get clear takeaways, action items, and next steps tailored to your business.
Yes. Cassidy automatically adds meeting summaries to your knowledge base—making them searchable, referenceable, and usable across the platform.
