Cassidy goes way beyond basic note-taking. It can join any meeting, summarize discussion, extract action items, and trigger workflows instantly. Every meeting becomes searchable knowledge—automatically added to your knowledge base and connected to your broader business processes.

Yes. Cassidy indexes all your past meetings so you can search, ask questions, and retrieve key moments instantly—just like you would with a doc or dashboard.

Absolutely. Cassidy can automatically create tasks, send follow-ups, update Salesforce, notify stakeholders, or trigger custom workflows—all based on what was said in the meeting.

You’re always in control. Cassidy supports advanced permissioning so you can manage exactly who can access which meetings, summaries, or insights—down to the individual level.

Yes. Cassidy connects with Google Calendar, Outlook, Zoom, Microsoft Teams, and more. It joins meetings automatically and syncs insights to the tools your team already uses.

Cassidy uses leading AI models and your company’s context to deliver accurate, actionable summaries—far beyond generic transcripts. You’ll get clear takeaways, action items, and next steps tailored to your business.

Yes. Cassidy automatically adds meeting summaries to your knowledge base—making them searchable, referenceable, and usable across the platform.