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Picture an AI system that doesn’t just answer questions or move data around, but truly understands what it’s doing. 

It knows your brand policies, notices patterns in text, pulls the right documents when needed, and takes meaningful actions — all without you writing a single line of code.

That’s contextual automation, and it’s at the heart of what Cassidy is building.

Let’s explore what contextual automation is, why it’s different from old-school automation, and how Cassidy brings it to life in a way that feels both futuristic and easy to grasp.

What is Contextual Automation?

Traditional automation often relies on simple triggers: “When X happens, do Y.” This works well when you’re dealing with neat, structured data — like updating spreadsheets or sending emails. But modern businesses deal with messy, unstructured information, such as emails, chat logs, PDFs,  and policy documents. 

These sources don’t follow a tidy format, and they can hide key details in plain text.

Contextual automation takes things further by letting AI read and interpret that unstructured data. Instead of just passing it along, the system understands why it matters. It can cross-reference facts from documents, product specs, or internal policies, then take the right action without requiring you to manually dig through it all.

Advantages of Contextual Automation 

Contextual automation improves two things: the speed at which you access information and your ability to act proactively. With accurate, up-to-date insights available in seconds, your team can make better decisions and achieve outcomes faster.

Context-Driven Actions
Cassidy goes beyond simply sharing data. It understands the context and takes the right actions, whether that means drafting a response, sending timely updates, or verifying that you’re being compliant. 

Empowering Your Team
Our workflows are essentially going to act as virtual agents, offering valuable insights and context for your employees. Whether you need background information on a video call participant, detailed company reports, or alerts on competitor activity, there are different ways to help your team get their job done faster and more efficiently. 

Built for Everyone
You don’t need technical expertise or prior knowledge of AI to set up powerful workflows with Cassidy. Every department can benefit from contextual automation. If you’d like to see some examples, explore the dozens of templates on our use-case page and see how easy it is to get started.

Why Standard Automation Falls Short

Old-school tools shine with structured tasks. If you want to copy data from one cell to another, they work great. But they tend to break down when handling open-ended or ever-changing content. 

Most of them weren’t built for large volumes of text, making them blind to the deeper context hidden in emails or documents.

They also struggle to chain multiple AI steps together. Many platforms offer a simple “AI step” to summarize text, but they don’t let you blend knowledge from different sources or apply complex logic. 

That’s where contextual automation stands out: it goes beyond a single prompt, bringing real understanding and multi-step reasoning into the mix.

How Cassidy Makes it Happen

Cassidy’s platform is built to handle these complexities from the start. We combine AI models, knowledge indexing, and no-code workflow design to deliver a seamless experience.

Unified Data Model

All of your information — from PDFs to support centers to spreadsheets — can be indexed in Cassidy’s knowledge base. If the AI needs to confirm any kind of policy, it can jump right to the correct section of your policy document. If it’s summarizing a support ticket, it can also review past chats for context.

Multi-Step AI Workflows

Rather than relying on a single rule, Cassidy chains multiple AI actions into a seamless workflow. Let’s say you want a full picture of a new lead and an updated lead score in your CRM as soon as their email lands in your inbox. 

Cassidy starts by gathering the basics, like name and email, then enriches the profile with insights from LinkedIn and the company’s online presence. Next, it calculates a lead score with a brief explanation and updates your CRM, all in one smooth, connected flow. Every step builds on the last, ensuring your team receives a complete, context-rich lead profile that’s ready for action.

No-Code Building Blocks

We offer drag-and-drop “building blocks” for tasks like sentiment analysis, text comparison, or drafting replies. You snap these pieces together to form custom workflows that match your needs. This makes it easy for non-technical users to build advanced automations without learning to code.

Flexible and Future-Ready

As AI evolves, Cassidy evolves too. If a new large language model comes out, you can plug it into your existing workflows. That means your automations can keep improving without needing a total rebuild.

Real Possibilities with Contextual Automation

Contextual automation isn’t just for one team or department. It can reshape how entire organizations handle their day-to-day operations. Here are a few examples:

Sentiment and Policy Checks
Have the AI scan user comments or support tickets, then compare them to your policies. If certain keywords suggest an urgent issue, it can draft a response or alert the right person — all in real time.

Smarter Knowledge Base Searches
Save your employees countless hours by making all your information easy to access. Instead of having to manually search through vast knowledge resources, Cassidy scans your data to quickly pull together the best answers and present them in clear, plain language.

Live Document Review
Whether it’s a contract or a compliance form, Cassidy reviews your documents by cross-referencing them with your guidelines or any instructions you may have. It quickly identifies potential issues or discrepancies, reducing human error and speeding up the review process.

Task Routing with Context
When a new ticket arrives, the system examines its content, references relevant documents, then sends it to the right department with a suggested plan of action.

Where Contextual Automation Is Headed

AI is moving fast, and contextual automation opens the door to even bigger possibilities. Large language models are gaining the ability to handle longer and more detailed text. They’re also getting better at reasoning, remembering past conversations, and adapting as new data comes in.

Adaptive Learning
Workflows will watch how users respond and automatically improve their logic over time.

Multi-Model Strategies
Different AI models might be used for different steps — one for drafting content, another for fact-checking. Cassidy is built to let you combine models as you see fit.

Custom AI Agents
Imagine having an AI “co-worker” who speaks your brand’s language, knows your product lines, and aligns with your unique processes. Giving you all of the accurate and most up-to-date information possible. 

Enhanced Oversight
As AI grows more powerful, tools for auditing and tracking decisions will also advance, keeping everything accountable and transparent.

Embracing Contextual Automation with Cassidy

The idea of software that truly understands your operations has been a dream for years. Now, with contextual automation, it’s reality. Instead of juggling countless tools that handle only fragments of your workflow, you can unify everything under one AI-driven system that references all the context it needs.

Cassidy is leading the charge by creating a no-code platform that ties AI reasoning together with real-world tasks. If you’ve ever wondered how to automate those “complicated” processes that involve lots of back-and-forth or too many documents to count, we’re here to help you make it simple.

Join us in shaping the future of AI

Check out we bring contextual automation to life. Whether you’re a small team looking to scale everyday tasks or a large enterprise aiming to handle massive volumes of information, our approach adapts to your needs.

Welcome to the next chapter of AI — where automation does more than just shuffle data. It thinks, it interprets, and it delivers truly contextual results. That’s the promise of contextual automation, and we can’t wait to see how you’ll use it. Sign up for a free demo today.

Imagine having a single command center for all your business’s systems, information, and data — where every tool, every document, and every piece of relevant data works together seamlessly.

Now, imagine layering in the power of all leading AI systems, seamlessly integrated and working in harmony within one platform.

That’s exactly what Cassidy’s Knowledge Base delivers.

It’s like building a brain for your business, one that learns from your unique systems, stays up-to-date, and ensures your workflows are always in sync.

By combining the strengths of your existing tools and the capabilities of diverse AI systems, Cassidy transforms how your team operates, making it smarter, faster, and more effective. Let’s explore how Cassidy’s Knowledge Base can take this vision and make it a reality, starting with how it learns and integrates seamlessly with your business.

Imagine What’s Possible With AI That Knows Your Business

Cassidy's Knowledge Base acts as the backbone of your tech ecosystem, seamlessly connecting systems, tools, and data for smarter collaboration.

But how does it work?

Cassidy integrates directly with your existing tools, transforming the scattered matrix of information across platforms into a streamlined, interconnected system where every moving part works together.

Cassidy transforms the way businesses manage their sprawling ecosystems of data and tools by breaking down silos and connecting every piece into one seamless framework.

A customer service rep no longer needs to search Zendesk, SharePoint, and Google Drive to find the right answer. Instead, Cassidy scans all connected sources in real-time and consolidates the best response — whether it’s in an internal document or a support article — into an on-brand email, ready to send in seconds.

Sales teams can gain a new edge. A rep using Salesforce can access deal history, competitive insights, and product data without switching platforms, enabling faster prep and sharper pitches.

Marketing? Cassidy can weave insights from market research, customer feedback, and internal strategies into compelling, data-driven content — ready for the next campaign or blog post.

The possibilities are endless. No matter your industry, role, or experience with AI, Cassidy continues to evolve by integrating new technologies, expanding features, and adopting advancements in tools and large language models (LLMs). We're going to continue making strides to make sure that you are efficient at your job, with a lot less stress.

Modern tech stacks NEED to be more ... modern

Modern tech stacks are essential for operations but often come with significant challenges. Enterprises depend on an array of platforms tailored to specific departments, yet these tools frequently operate in silos.

This fragmentation leads to inefficiencies, complicating workflows and limiting collaboration. Bridging these gaps is not just a technical challenge — it’s a necessity for unlocking productivity and streamlining operations across the business. To sum it up, here are some of the issues with tech stacks that aren't connected: 

• Data Silos: Different platforms house valuable information, but lack of integration makes it challenging to access or leverage effectively.
• Workflow Gaps: Teams often navigate between disconnected systems, leading to redundant tasks, slower processes, and higher error rates.
• Redundancies in Tools: Overlapping functionalities across tools lead to unnecessary costs and confusion about which platform to use.
• Scalability Issues: Expanding enterprises face difficulty aligning new tools with existing systems, making streamlined growth a challenge.

Simplifying a tech stack requires more than integration — it involves creating synergy between tools, aligning them with organizational goals, and ensuring seamless interaction for end-users. 

Here's how simple it can be to have these systems work together: 

Optimizing your tech stack (with the help of AI) allows teams to focus on strategic goals, collaboration, and execution rather than battling fragmented systems. By addressing these challenges, businesses can unlock the full potential of their tech stack, and, more importantly, empower their people.

We hope that companies with well-organized Cassidy Knowledge Bases will not only drive greater value for the organization but also enables individuals to focus on meaningful, productive work that benefits both the business and their own professional growth.

Create a knowledge base that will unify your tech stack 

Building a custom AI knowledge base with Cassidy will help transform your business and connect all of your services to have them work for you, as opposed to create more work.

A few clicks will allow you to save hundreds of hours, as Cassidy integrates your company’s data and systems, creating a cohesive, intelligent platform. 

Whether stored in internal documents, external tools, or shared platforms, your company’s knowledge is unified into one intelligent system. Cassidy ensures no information is overlooked, transforming fragmented data into a cohesive, AI-powered resource that enhances workflows and keeps your team equipped with the most accurate and up-to-date information.

The real-time syncing sets Cassidy apart.

The moment something in your systems changes or updates, Cassidy reflects those changes instantly. Your team gets access to the most current, relevant, and accurate data — no delays, no digging through systems.

Supported by traceable insights and complete transparency, Cassidy allows your team to track information back to its source, ensuring accuracy and trust.

We work with all the major tools out there, and the list is growing. Cassidy integrates with nearly 100 tools, including advanced AI systems like OpenAI’s GPT-4, Google Gemini, and a range of open-source models, working seamlessly to create a knowledge base that grows alongside your business.

Whether you’re a neighborhood brick-and-mortar shop or a sprawling enterprise, Cassidy ensures your data is protected and private. None of your information is accessible to others. Your data stays exclusively yours—Cassidy’s models never train on your information, guaranteeing complete confidentiality while delivering intelligent, impactful solutions customized to your needs.

This is how modern work gets done: less time spent navigating systems, more time focused on the ideas and initiatives that truly matter. With Cassidy, your team is empowered to work smarter, collaborate better, and achieve more.

Try Cassidy for free.

AI-Powered Automation vs. Traditional Workflows

Automation has evolved beyond simple “if this, then that” workflows. Cassidy is an AI-native automation platform, built for teams that need automation with human-level judgment—not just rule-based triggers. Zapier, on the other hand, is a traditional automation tool designed to connect apps with simple workflows.

While Zapier is great for basic, repetitive tasks, Cassidy takes automation further by infusing AI into every workflow, integrating deeply with business knowledge, and enabling non-technical users to build advanced automations.

Here’s a quick comparison of Cassidy vs. Zapier:

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AI Integration: Built-in AI vs. “Add-on AI”

Cassidy is AI-first, meaning every workflow uses intelligence at its core. Whether automating sales outreach, drafting RFP responses, or summarizing customer inquiries, Cassidy’s AI understands context and makes informed decisions—just like a human would.

Zapier, on the other hand, treats AI as an add-on. You can add AI as a step in a Zap (e.g., sending data to OpenAI), but AI isn’t natively built into workflows. It’s an external tool you have to configure and integrate manually.

Cassidy makes AI a seamless part of automation, while Zapier simply calls AI when told to.

Cassidy is No-Code & Built for Non-Technical Users

One of the biggest differences between Cassidy and Zapier is who can use it.

• Cassidy is designed for non-technical users. Anyone—sales teams, support reps, marketers—can build and customize AI-powered workflows without writing code.
• Zapier is better suited for technically inclined users. While it offers a simple interface, more advanced automations require complex setup, API configurations, and manual logic building.

For example:

• In Cassidy, a sales rep can automate lead enrichment, and Cassidy will research a prospect, pull insights, and generate a personalized outreach email.
• In Zapier, you’d have to manually connect multiple apps, trigger API calls, and piece together responses with no contextual understanding.

If you want a platform that empowers every team member to build their own AI-driven automations—without waiting on developers—Cassidy is the clear choice.

Automation Logic: AI-Powered vs. Rigid “If-Then”

Zapier follows a strict “if this, then that” model. Every Zap follows a predefined sequence: if a condition is met, a specific action happens. While this works for repetitive tasks, it doesn’t adapt to complexity.

Cassidy enables flexible, AI-driven workflows. Instead of following a fixed set of rules, Cassidy’s automation:

• Understands context and makes real-time decisions
• Learns and improves over time
• Handles complex, text-based tasks that traditional automation tools can’t

For example, Cassidy can automatically process and respond to RFPs, pulling from historical proposals to generate accurate answers. This simply isn’t possible in Zapier.

AI Assistants: Cassidy Provides Real-Time AI, Zapier Doesn’t

Cassidy doesn’t just run background workflows—it also provides real-time AI Assistants that work inside your favorite tools.

• Slack & Teams Assistants – Employees can ask Cassidy questions, pull reports, and get AI-driven insights without leaving chat.
• Chrome Assistant – AI that can analyze webpages, summarize information, or draft content in real time.
• Embedded AI Assistants – Add Cassidy’s AI into your existing apps via API or UI embeds.

Zapier has no AI assistant functionality. It runs in the background, but users can’t interact with AI in real time. If you need AI that works inside the tools you already use, Cassidy is the only option.

Security & Enterprise Scalability

For businesses with security and compliance needs, Cassidy is built for enterprise use.

• SOC 2 Type II, SSO, and granular permission controls
• Knowledge Base permissions so AI can only access authorized data
• Built to scale across teams, with centralized security settings

Zapier, on the other hand, is designed more for individuals and small teams. It offers team accounts, but lacks Cassidy’s granular security controls, making it less ideal for large enterprises with strict compliance needs.

Who Should Use Cassidy vs. Zapier?

Use Cassidy if you need:

✔️ AI-powered automation that understands context
✔️ No-code, enterprise-ready automation for non-technical teams
✔️ Real-time AI Assistants for Slack, Teams, and Chrome
✔️ Advanced security, scalability, and compliance

Use Zapier if you need:

✔️ Simple, rule-based automation for moving data between apps
✔️ A personal productivity tool for repetitive tasks
✔️ A lightweight solution for basic workflows

Both platforms serve different needs. If you need true AI-powered automation that can handle complex workflows and scale across your organization, Cassidy is the better choice.

Final Thoughts: Why Cassidy Wins

Zapier is a great tool for basic, trigger-based automation, but it wasn’t built for AI-first workflows. If you want automation that thinks, learns, and adapts, Cassidy is the future.

Cassidy doesn’t just move data—it automates the impossible. Ready to see it in action? Book a demo today.