Cassidy

Build AI agents that operate like your team

[Cassidy @Cassidy_AI]

🧮 The Cassidy Excel Extension just got a major upgrade.

Cassidy can now make even more edits to your spreadsheet directly. Ask it to update cells, build a pivot table, or generate a chart, and it will make the changes right inside Excel. Nothing is applied without your approval first.

The extension also handles significantly larger datasets, so you can analyze more data without hitting limits.

Install the extension from the Microsoft Office Store to get started.

[Cassidy @Cassidy_AI]

Go from meeting recordings ➡️ polished, shareable deliverables in minutes.

Cassidy Artifacts 🤝 Cassidy Meetings

1. Connect an Agent to your Cassidy Meetings recordings, then describe what you need.
2. The Agent searches across your recorded calls for relevant context.
3. Builds a rich, interactive artifact with a shareable link.

See an example of how we made a pricing proposal for a prospect below.

[Cassidy @Cassidy_AI]

Consulting teams spend hours manually building client deliverables. With Cassidy, it takes a single prompt.

For example, ask an Agent that’s connected to your Meetings to create a “visual artifact that summarizes the current project status” of a client.

Then watch it pull from past meeting transcripts, product usage data, and any stored client knowledge to generate a polished, shareable artifact in minutes.

The output: a multi-tab visual deliverable with an overview, a Gantt chart, product adoption data, and open action items with owners and due dates. Publish it with one click and send the link directly to your client.

No copy-pasting. No manual formatting. No hours lost to non-billable work.

That's what it looks like when your AI Agent has the right context to actually do the job. 🚀

[Cassidy @Cassidy_AI]

AI models are evolving faster than ever with new releases and capabilities every few weeks.

That's exactly why your AI strategy needs to be model-agnostic.

With 35+ models available in Cassidy, including the latest from OpenAI, Anthropic, and Google, your Agents and Workflows are never locked into a single provider.

New models are added as they drop, so your automations are always running on the best available intelligence.

The right model for writing. The right model for reasoning. The right model for research. All in one place. 🚀

[Cassidy @Cassidy_AI]

Most sales teams use meeting recorders for transcripts and summaries. That's where it stops.

Pairing your meeting recordings with AI Agents is where the real leverage is—automated CRM updates, competitor alerts, call coaching, personalized follow-ups, and more, all triggered from a single call.

Here are 6 AI Agents that run directly from your sales meeting recordings👇

Check out our blog post to see how they work: https://t.co/xML6MiabyV

[Cassidy @Cassidy_AI]

Here’s a refresher on Meetings in Cassidy, a feature that’s quickly becoming one of our most used by customers.

See a quick recap of what’s possible👇

[Cassidy @Cassidy_AI]

Operations leaders: getting answers from your Snowflake data just got simpler.

The problem isn't your data, it's that most people can't access it. Every question becomes a ticket for your data team and slows them down.

Our new Snowflake Agent Tool fixes this.

Now anyone can ask questions in plain language and get answers from your Snowflake database in seconds.

What makes this different:

🔒 People only see data they're allowed to see

✅ Approvals required before changing anything

⚡ Data stays in Snowflake—nothing gets copied

Free up time for your data team to focus on building—not answering ad-hoc data requests.

Check it out in Cassidy👇

[Cassidy @Cassidy_AI]

Marketing leaders: managing projects in Airtable just got easier.

Your team's context lives across dozens of bases, records, and views. Every update means opening Airtable, finding the right record, switching tabs, manually entering info. It adds up.

Our new Airtable Agent Tool cuts through that.

What it does:

📊 Search across your Airtable bases in plain language

✍️ Create and update records through conversation—no tab-switching

✅ Approvals before any data changes

Less time hunting through Airtable, more time on the work that matters.

Check out an example in Cassidy👇

[Cassidy @Cassidy_AI]

Sales leaders, we’ve just launched the ability to get instant insights about your Salesforce deals, accounts, contacts, and CRM data.

Our new Salesforce Agent tool lets you ask for information in plain language and take action in minutes.

Check out an example in Cassidy.

[Cassidy @Cassidy_AI]

🔮 AI Forward Leader Spotlight: Shari Sykes

Shari is currently the Founder of Upstitched Creations and has spent the last decade working in product at companies like Oracle, Bold Commerce and commercetools.

Learn more about her story and advice to emerging leaders in the AI space.

—

⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞?

When my last role ended, I realized I was behind on AI and needed to catch up. I dove into learning through Coursera and DeepLearning AI, then signed up for a prototyping bootcamp that really changed everything.

I didn't just learn theory though. I immediately applied it by creating Upstitched Creations for a handcrafted fashion side business I was exploring. The timing was perfect with local Fall and Holiday markets happening, and that hands-on application made all the difference. From there, I kept building. I continued with Agentic AI courses, created an Assistant to help manage the business, and now I'm working on a multi-agent team to handle everything from customer emails to research and content.

The business itself is still in the very early stages, but it's been the perfect learning platform. I know that when I'm ready to launch eCommerce, I'd be the bottleneck without automation. So I'm building the AI infrastructure now, creating systems that will let the business scale without needing to hire a full support team first. It's only possible because of AI, and I'm loving the journey.

🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭?

That I needed to be more technical.

AI Automation turned out to be fundamentally about planning, organization, and deeply understanding business processes. My background in Business Analysis and Product Management was exactly what I needed. The skills I'd already developed like breaking down complex workflows, understanding user needs, mapping systems, and thinking strategically are what make AI automation successful.

This realization completely changed my approach. I stopped waiting to become "technical enough" and started applying the expertise I already had. That's when everything clicked and I began building AI solutions that actually solve real business problems.

🔮 𝐅𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐰𝐡𝐨 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐢𝐧𝐠 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲, 𝐰𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 #1 𝐩𝐢𝐞𝐜𝐞 𝐨𝐟 𝐚𝐝𝐯𝐢𝐜𝐞?

Join a cohort with AI Build Lab and start small with your capstone project.

Honestly, reskilling into AI in 2026 is a lot like white water rafting. You're in this raft together, and the key is to keep rowing because it's your lifeline. The cohort model gives you that raft and the paddle. You get structured learning with deadlines that keep you accountable, which is huge. But you also get a community of people who are genuinely willing to share their challenges and breakthroughs, and they're all rowing alongside you.

[Cassidy @Cassidy_AI]

Meet Jack Schneider, one of our Solutions Architects in NYC 🗽.

Jack has spent nearly a decade at companies like Heap, Northbeam, Champify, and Box, helping organizations leverage technology to solve real problems in solutions consulting—and now he's helping companies turn AI ideas into automations that actually work.

If you’d like to work with the best in the AI and Solutions space, apply for one of the multiple roles we have open in NYC now!

[Cassidy @Cassidy_AI]

🔮 AI Forward Leader Spotlight: @blbouchard

Brett is currently the Founder of BBvisory, helping small businesses & startups build AI solutions and launch AI products.

Before that, Brett spent 9 years at Google, scaling everything from early stage startups to Google's 2.5B+ user platform

Learn more about his story and advice to emerging leaders in the AI space.

—

⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞?

I spent over 20 years launching and scaling marketing programs in tech, leading teams at companies ranging from startups to Google. When I started my solo practice advising small businesses and startups, I jumped into learning AI to augment my own work. This led me to taking more advanced courses on building agentic systems. I posted about what I was learning, and folks in my network reached out for help building their own AI automations, which got me started down this path.

🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭?

When I started, I thought I wasn’t technical enough to build sophisticated yet practical AI systems. Although I’ve spent my career in tech working closely with engineers, I had never built my own workflows before. It turns out that you can get very far with rapidly advancing low / no code platforms like Cassidy, n8n, Lindy, Lovable and Claude Code. The biggest skill needed is really systems thinking to design what to build, and the attitude of challenging AI responses to ensure quality meets a high bar.

🔮 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭—𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭?

I recently delivered an interesting AI solution for a client with my build partner that has wide applicability. It’s a custom AI agent that we call ‘Voca’ and its role is to be the client’s content marketer. It is trained on the brand voice, company positioning, ideal customers and geographic areas. It delivers 18 monthly assets across organic and paid social, display ads and audio ads. It can also spin up ad hoc marketing campaigns quickly. This solution replaces a third party agency and gives this early stage startup marketing power so they can focus on other departments. We have other specialist AI agents that automate specific marketing functions with deep domain expertise, augmenting marketing teams across small businesses.

[Cassidy @Cassidy_AI]

2026 company kickoff complete with a side of pasta making 🍝

Great having everyone in NYC last week for a day of alignment and team building.

Here’s to our biggest year yet 💙.

[Cassidy @Cassidy_AI]

🔮 AI Forward Leader Spotlight: @kamilbanc

Kamil Banc is the founder of the https://t.co/UPRYRfwHiJ and one of Substack’s top technology best sellers.

He serves as a fractional Chief AI Officer for Fortune 500 companies. Featured in Forbes for his work, he helps organisations turn AI panic into AI culture and build teams that learn to adapt and create.

Learn more about Kamil’s story and advice to emerging leaders in the AI space.

—

⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞?

I began as a writer and strategist focused on helping leaders think clearly and act faster. Over time, I saw how much energy was lost to repetitive research, synthesis, and follow-ups. I started building systems to reduce that drag, and AI turned those systems into scalable workflows rather than manual processes.

🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭?

I thought AI automation was mainly about speed and cost savings. That view misses the point. The real value sits in improving judgement, reducing noise, and helping people focus on decisions that matter.

🔮 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭—𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭?

Built Right-Click Prompt, a browser extension that keeps my best prompts one click away across any AI tool. Solved my own problem of retyping prompts constantly, now it saves users hours weekly. It's not really a true automation but it helps you build a better "Human API".

[Cassidy @Cassidy_AI]

As Marisa Marcinkowski, Special Projects at Crain Communications puts it:

“It would be really hard to pull Cassidy out of our organization now. It’s part of how we operate.”

See how Crain Communications uses Cassidy to scale AI across all 26 of its publications with their case study: https://t.co/o0QqhJgAC1

[Cassidy @Cassidy_AI]

Excited to see Cassidy being featured in The Times UK 🎉.

The articles features @tryhackbilly—a Senior Product Enablement Manager at Multiverse—who built a “Sales Copilot” using Cassidy to save reps 3 hours a week on post-call admin work.

Always great to see how our product is being used for real business impact.

[Cassidy @Cassidy_AI]

🔮 AI Leader Spotlight: Sara Davison

Sara is a Co-Founder at AI Build Lab, an education company that’s educated 22,000 people on agentic workflows & graduated 1,300+ as agentic practitioners.

Learn more about her story and advice to emerging leaders in the AI space.

—

⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞?

I was running an AI consulting businesses and kept seeing the same pattern: companies drowning in repetitive knowledge work that crushed their teams. I saw what was actually possible, not just with chatbots, but AI systems that could handle workflows end to end. My co-founder Tyler and I started teaching what we were building for companies, and 14 cohorts later, we've trained 1,300+ practitioners (on Cassidy AI). Turns out there was massive demand for people who could actually implement this stuff, not just talk about it.

🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭?

I thought the hard part was the AI. It's actually not ... it's the workflow. I spent way too long obsessing over prompts and model selection when the real work was understanding how people actually do their jobs (not how they say they do it officially, but how they actually do it IRL). The best agents fail because of bad process mapping, not bad AI. Now i teach what it takes to be a true AI practitioner, being the translator between the business needs, where the workflows need to be and the capability of the tech.

🔮 𝐅𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐰𝐡𝐨 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐢𝐧𝐠 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲, 𝐰𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 #1 𝐩𝐢𝐞𝐜𝐞 𝐨𝐟 𝐚𝐝𝐯𝐢𝐜𝐞?

Shadow someone doing the task you want to automate. Document what actually happens: the exceptions, the judgment calls, the messy parts that aren't documented on the SOP. AI projects fail because people automate the process they think exists, not the one that actually does. Understand the workflow first, then figure out what to build.

—

Know another business leader that’s embraced AI in their workplace?

Tag them in the comments, we’d love to share their story 💙.

[Cassidy @Cassidy_AI]

👥 New Assistants: Built for scale, designed for confidence

We've rebuilt Assistants from the ground up with the features you've been asking for.

What's new:

Drafts vs. Published — Perfect your configuration before launching to your team.
Version History — Save iterations and revert to previous versions without losing work.
Cleaner Interface — Dedicated views for configuring, testing, and deploying.

[Cassidy @Cassidy_AI]

Crain Communications is one of the world’s largest media companies. With Cassidy, they scaled AI across 26 publications without losing style, voice and editorial guidelines.

Check out our newest case study to see how they did it.

Learn more here: https://t.co/lJUCMlI5Ny

[Cassidy @Cassidy_AI]

Stay ahead of Workflow issues with 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.