Cassidy

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👇

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👇

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.

🔮 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.

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!

🔮 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.

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 💙.

🔮 AI Forward Leader Spotlight: @kamilbanc Kamil Banc is the founder of the aiadopters.club 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".

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: cassidyai.com/customer/how-c…

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.

🔮 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 💙.

👥 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.

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: cassidyai.com/customer/how-c…

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.

What’s new in Cassidy for December 🔮 Create and edit files with the new Data Analysis Tool, upgraded Salesforce and HubSpot Workflow integrations, and much more. View Product Update: cassidyai.com/blog/december-…

🔨 ”Utilities” variable now available in Workflows The new Utilities variable gives you access to helpful Workflow metadata right in your actions. Reference information about the last Workflow run, users who have run the Workflow, and general Workflow details. This makes it easy to create more intelligent automations—like personalizing messages based on who triggered the Workflow or tracking when actions were last performed ⚡.

🔮 AI Leader Spotlight: Steve Hooper In less than 12 months as the Head of Digital @ Helping Hands Home Care, Steve has moved quickly from testing AI automations for a few branches, to now scaling them across 150+ branches across the UK. Steve has recently started helping SME and mid-market service businesses implement AI automation on the side—a perfect example of a business leader who thinks AI-first. 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 first got involved in AI and Automation using it back in 2019 when I was part of an Accelerator Hub for small businesses. A good friend of mine had an idea and we looked at the best ways to bring that idea to life, most of it was to use software automation and AI to get the best results. After that I stayed involved in automating e-commerce sites through my marketing agency and then this amazing tool came along called ChatGPT and that then accelerated my learning and my skill sets to ensure that I was on top of the latest developments. Following that I enrolled and completed numerous AI courses with the likes of Harvard, MIT, Oxford, and invested time into my own areas of experimentation to get great outcomes from pushing the limits of current models. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? AI as it was when I started working with it, was in its infancy and very different, there were no easy to use interfaces, you had to understand what you were asking it to do to get it to perform in the way you needed it. AI at that time was something that was seen in films, and in fairness to the average users, hasn’t changed much. Think Hal from 2001 or Jarvis from Iron Man. I think, many people have the misconception that AI will replace all jobs, and AI will reduce quality because of the human element being taken out, I’m a firm believer in AI won’t take your job, someone that knows how to use AI will. 🔮 𝐅𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐰𝐡𝐨 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐢𝐧𝐠 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲, 𝐰𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 #1 𝐩𝐢𝐞𝐜𝐞 𝐨𝐟 𝐚𝐝𝐯𝐢𝐜𝐞? Start simple. Think about the tasks that could save you a few minutes, automate that and reduce the time you are spending on those little tasks, then once you’ve done the little tasks, think about the things that will save time and make you more impactful in your role. Then, once you are comfortable you have those processes working for you, look into the ways you can analyse data so that it gives you true insights, look for the gaps in what you look at every day, and ask AI to fill out the gaps. These are the things that will get you noticed. — Know another business leader that’s embraced AI in their workplace? Tag them in the comments, we’d love to share their story 💙.

Our Salesforce Workflow integration now has three new actions ☁️ - Find Child Records - Create Child Records - Delete Child Records These actions let you seamlessly manage more of your Salesforce data directly from Cassidy Workflows.

Assistants can now pass files to and from Workflows 🔑  You can now use Assistants to pass Knowledge Base items, input files, and files generated through data analysis onto Workflows and start them directly from the chat. A time saver to help you do your best work.

🔮 AI Leader Spotlight: Clarissa Windham-Bradstock CFE Clarissa has over 30 years of experience in executive management and franchising, consistently adopting a tech-first mindset in her leadership roles. In her current role as Chief Executive Officer and Chief People Officer at Any Lab Test Now — the United States’ leading direct-access testing provider — the brand has earned repeated recognition, including a place in the Franchise Times Top 500 franchise systems for seven consecutive years. — ⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞? I started my career in technology in the late 1980s as a subject matter expert for one of the first computerized point-of-sale systems. After seeing several major technology shifts over the years, I knew AI would be another seismic change. That led me to take courses, get informed, and begin applying AI automation in real ways—ultimately bringing us to tools like Cassidy. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? My biggest misconception was thinking my team and franchisees would quickly embrace AI tools. I learned that adoption takes time and requires clear education around use cases and productivity. Once we did that, we started seeing significant productivity gains. 🔮 𝐅𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐰𝐡𝐨 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐢𝐧𝐠 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲, 𝐰𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 #1 𝐩𝐢𝐞𝐜𝐞 𝐨𝐟 𝐚𝐝𝐯𝐢𝐜𝐞? Beyond choosing the right use cases, it’s important to start small and pilot one process before scaling. Make sure the workflow is solid before automating it. Involve the people doing the work early so the tools fit real needs. Train in plain language and focus on how AI saves time or improves outcomes. Finally, document and share quick wins, and set clear guardrails around data and security to build trust and momentum. — Know another business leader that’s embraced AI in their workplace? Tag them in the comments, we’d love to share their story 💙.