# Cassidy AI review (2026): is it worth it? > No-code agents and workflows grounded in company knowledge Checked Nov 13, 2026 ยท graded Nov 13, 2026 by ToolGPA. Cassidy is a platform for business teams to build AI agents and multi-step workflows without code. Agents draw on a knowledge base synced from tools such as Google Drive and SharePoint, and can run on models from OpenAI, Anthropic and Google. The vendor aims it at insurance, professional services, manufacturing and similar document-heavy businesses. - **Category:** AI Agents - **Made by:** Cassidy - **Website:** https://www.cassidyai.com - **Runs on:** Web, Browser extension - **Who should skip it:** Skip it if you want a price, since both plans are behind a demo. - **Facts last checked:** Nov 13, 2026 ## Pricing Cassidy AI's current pricing could not be confirmed from its own site. ## Key features - **Agents:** Agents are created in plain language and connected to company sources. They can be used in Slack, Microsoft Teams, Google Chat, a browser extension, Office add-ins, or through an API. - **Workflows:** Multi-step automations with scheduled and custom triggers, conditional logic, human-in-the-loop approval steps, retries and bulk runs. - **Knowledge base:** Stores company documents as pages and keeps them in step with sources such as Google Drive and SharePoint. Sync is every 24 hours on Starter and instant on Business. - **Meeting recorder:** Captures and transcribes meetings so the transcript can feed agents and trigger workflows. Starter gets limited hours. - **Model choice:** The pricing page lists OpenAI models, Claude models and Google Gemini, with a limited choice on Starter. ## Good for - Operations teams in insurance, benefits and professional services - Companies that want agents tied to their own documents without engineers - Organizations that need SSO, audit logs and SOC 2 reporting ## Worth knowing - No price is published. Both the Starter and Business plans are reached through Book a demo. - Starter is listed with 3 seats, 1 workspace, 5 agents, 5 workflows, 10,000 AI credits a month and 30,000 pages of storage. - SSO, audit logs and data retention controls are listed under Business only. - Only the browser extension and add-ins run outside the web app; there are no desktop or mobile apps listed. ## ToolGPA grades **GPA: 1.8 out of 4**, graded Nov 13, 2026. Cassidy builds agents and workflows from plain language and company documents. No price is published, both plans go through Book a demo, and SSO, audit logs and retention controls are Business only. - **Value for money: C.** No price is published, and both Starter and Business go through Book a demo, so we rate it at the ordinary grade. - **Free plan and trial: F.** No free plan and no trial; both plans start at a demo. - **Features: C.** Agents, workflows, a knowledge base and a meeting recorder, with model choice. Starter has 5 agents, 5 workflows and 10,000 credits a month, and knowledge sync is every 24 hours there. - **Ease of use: C.** Agents and workflows to build and sources to connect. We found no store rating. - **Platforms and integrations: B.** Web app plus a browser extension, with Slack, Teams, Google Chat, Salesforce, HubSpot, Notion, Zendesk, Drive and SharePoint connections and an API. No desktop or phone app. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Cassidy's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among AI agents - Cassidy AI's GPA of 1.8 is higher than 30 of the 178 other AI agents we grade, and level with 33. - It stands best on platforms and integrations (B, above 47 of 178) and worst on free plan and trial (F, above 0). The category's chart of price against score: https://toolgpa.com/charts/ai-agents ## Keep it, or make your own? **Keep it.** To replace Cassidy AI you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 115 of the 178 other AI agents grade higher. - You could not: An AI agent, with the models and the safeguards behind it. - You could not: Connections to other products, each kept working as those products change. - You could not: A builder that other people can use without writing code. - You could not: A bot that joins your calls and turns the talk into notes. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Google Drive, SharePoint, Slack, Microsoft Teams, Salesforce, HubSpot, Notion, Zendesk **Tags:** AI agents, Workflow automation, No-code, Meeting notes ## Alternatives - [Dust](https://toolgpa.com/tools/dust): Platform for building AI agents on your company's knowledge. [Compare](https://toolgpa.com/compare/cassidy-ai-vs-dust) - [Relevance AI](https://toolgpa.com/tools/relevance-ai): Low-code platform for building AI agents and multi-agent teams. [Compare](https://toolgpa.com/compare/cassidy-ai-vs-relevance-ai) - [Lindy](https://toolgpa.com/tools/lindy): AI teammate for Slack that works across your team's tools. [Compare](https://toolgpa.com/compare/cassidy-ai-vs-lindy) - [Gumloop](https://toolgpa.com/tools/gumloop): AI agent builder for teams, with unlimited seats on shared credits. [Compare](https://toolgpa.com/compare/cassidy-ai-vs-gumloop) - [Vellum](https://toolgpa.com/tools/vellum-ai): Personal AI assistant with long-term memory that acts across apps. [Compare](https://toolgpa.com/compare/cassidy-ai-vs-vellum-ai) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 13, 2026: - https://www.cassidyai.com/pricing - https://www.cassidyai.com Page: https://toolgpa.com/tools/cassidy-ai Listed by ToolGPA (toolgpa.com).