Cassidy Secures $3.7M to Revolutionize AI-Powered Business Automation

Cassidy is pioneering a more intelligent automation platform that brings the power of AI into the hands of businesses, transforming how they operate. Traditional workflow automation platforms relied on basic if/then logic, but with the advent of large language models (LLMs), Cassidy enables complex reasoning in natural language, making business automation smarter and more adaptable.

The Importance of Context in AI Automation

While LLMs have unlocked new possibilities, their effectiveness is heavily dependent on the quality and context of the data they receive. Insufficient, outdated, or disorganized data can lead to inconsistent AI responses, making it unreliable for critical business processes. Cassidy addresses this challenge by providing a platform that ensures every decision is made with a full understanding of your business’s context.

How Cassidy Works

Cassidy’s knowledge base connects seamlessly with your company’s existing tools like Slack, Notion, and Google Drive. It automatically cleans, prepares, and keeps your business data up-to-date, eliminating the need for “one-size-fits-all” logic. This allows teams to build reliable AI workflows that make complex, human-level decisions tailored to their specific needs.

$3.7 Million Fundraising Announcement

Cassidy recently secured $3.7 million in funding led by The General Partnership, Neo, Comma Capital, Spacecadet Ventures, Ride Ventures, and angel investors including Erik Goldman (Co-founder of Vanta), Jason Dorfman (CEO of Orum), and Zach Sims (CEO of Codecademy). The funding round, closed in November 2023, will fuel Cassidy's rapid growth as it continues to enhance its platform for businesses of all sizes.

Key Features of Cassidy

• Learning and Improving Over Time: Cassidy’s automations get smarter with each interaction, providing transparency and accuracy through human-in-the-loop processes.

• Understanding Your Business: Cassidy integrates with knowledge tools to stay up-to-date with your business, giving AI the context it needs to make consistent and informed decisions.

• Composable Software: Teams can quickly build custom AI automations and agents tailored to their workflows, using a library of AI action blocks and leading AI models.

• Asynchronous AI Operations: Cassidy’s AI can run automations even while you sleep, with specific guardrails and full company context, ensuring reliable performance without human oversight.

• Accessibility for All Teams: Cassidy is designed for both non-technical and technical users, offering a range of tools and workflows to meet diverse business needs, with enterprise-grade security and permissioning.

Real-World Applications

Cassidy is already making a significant impact in various industries. From automating customer support at RVezy, to streamlining research and knowledge transfer at E78 Partners, and even speeding up RFP responses at Lexer, businesses are leveraging Cassidy to enhance their operations.

• RVezy: Cassidy automates customer support and sales enablement with high-context judgments, improving response times and prioritizing critical issues.

• E78 Partners: Cassidy personalizes AI tools for industry research and client projects, streamlining knowledge transfer and automating routine tasks.

• Lexer: Cassidy automates the RFP process, enabling faster and more accurate responses in Lexer’s brand voice, helping close deals more efficiently.

Looking Ahead

As AI becomes increasingly embedded in business operations, Cassidy is at the forefront, helping companies navigate this shift with intelligent automation. With the recent funding, Cassidy is poised to continue its growth and innovation, making AI-driven automation accessible and effective for all.

If you're interested in joining the team at Cassidy, explore open roles at cassidyai.com/careers.