Cassidy

Do not buy a company-wide Claude subscription yet. Claude might be the hottest AI company today, and arguably the best model on the market, but that's very unlikely to be true in 6 months. OpenAI and Google are both spending *even more* on model improvements than Anthropic is, and the space is moving so fast that there will be an even more powerful model coming from the bigger labs in the next 6 months. The last thing you want is to build all your company's AI agents around a single model and get stuck when the best new model drops. Set your company up to be model agnostic from the start.

🔮 AI Forward Leader Spotlight: Dale S. Myska Dale is the Founder of beaconAI, helping organizations build AI-ready cultures through human-centered implementation strategies. He brings over 20 years of sales and operations leadership to his work, having previously held roles at UPS, PostNet, and AlphaGraphics. Learn more about his story and advice for emerging leaders in the AI space. — ⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞? I spent 20+ years in corporate America from large Fortune 50 companies to mid sizes businesses reaching the executive suite. After leaving my corporate executive job two years ago, I did a lot of soul searching for what is next for me. I have always been into technology just never did it as a profession, and was constantly geeking out using AI. So I decided to take the leap into working in AI to help people understand it an use it more effectively. Really trying to focus on small to medium sized businesses who are underserved on these sorts of emerging/revolutionary technologies. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? That you can do it just using the interface for one of the LLMs, it is more complicated than that to get consistent results. Platforms like Cassidy help to make it easier to visualize and build. Coupling that with the training I have taken from Tyler Fisk and Sara Davidson, and you start to build those mental muscles on what it looks like. For someone like me who doesn't come from a software dev background, that was critical for me to learn before effectively deploying useful/consistent automations. 🔮 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭—𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭? I like to help people, I have built a lot of cool things for myself some more useful than others, but when you can build something for someone else and watch it truly impact their world that is the best moment. I met a local insurance agent at a networking event who asked me, "What can AI do for me?" and I responded to what is a problem that you have in your day. That lead to the building of a custom tool that helps him produce quick, brand consistent proposals that were taking him 15-30 minutes each, and using the tool we reduced it to 5 and delivered a better result. We did the math, and it saves him 8 hours per week that he can repurpose to something else to grow the business. Those are the sorts of impacts that keep me grinding along growing this business.

As Jai Khan, New Business & Growth Marketing Director at Push Group puts it: “Prior to Cassidy, we had an AI solution, but we didn’t get the same level of team engagement with it.” See how AI forward companies such as Push Group uses Cassidy to automate 95% of their sales process with their case study: https://hubs.la/Q049qPV90

🔮 AI Forward Leader Spotlight: Anne DeSpain Anne is the Founder of DeSpain Consulting, helping retail and e-commerce brands optimize operations and drive growth through agentic AI workflows. She brings over two decades of experience in merchandising and retail leadership, previously holding senior roles at Amazon and Sundance, building the data-driven operational expertise she now applies to AI transformation. Learn more about her story and advice for emerging leaders in the AI space. — ⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞? After 20+ years leading merchandising, product development, and inventory planning at companies like Amazon, Sundance Catalog, and J. Crew, I launched DeSpain Consulting in 2024 and took my first AI course with Tyler Fisk and Sara Davison to go deeper on workflow automation. The no-code approach clicked immediately with how my operational brain works. Once I built my first workflow in Cassidy, I couldn't stop seeing opportunities for automated efficiency everywhere. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? The biggest misconception is that you need a technical background to work with AI tools and automation. Courses like AI Build Lab and tools like Cassidy have changed that, and once I started working through real projects with my own business problems, I realized the barrier is much lower than people think. 🔮 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭—𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭? Running paid social manually was eating time I needed for more strategic work, and ad platforms are notoriously clunky to navigate, so I built a programmatic ad engine to solve both problems. It generates persona-matched creative at scale, pairs real product photography with on brand AI-written copy (which I critiqued and edited where necessary) across audiences and formats, and uploads directly to Meta and LinkedIn. A live performance dashboard surfaces daily recommendations, and an automated testimonial pipeline turns customer reviews into campaign-ready graphics continuously.

We shipped quite a few features in March. Here are some of our favorites: -Enterprise-ready MCP integration: connect Agents to more external systems than before -Agent Copilot: build and edit Agents in minutes with no code or technical skills required -Four new Agent Connectors: Google Sheets, Google Calendar, Asana, and monday -Airtable Workflow integration: manage records and add attachments directly from Cassidy Check out our full Product Update for more: https://hubs.la/Q04b9wnS0

Welcome Suchi 💙 Please join us in giving a very warm welcome to Suchitra Gopal our newest Customer Success Manager 🎉

Push Group is a UK-based marketing agency working across campaign delivery, training, and consultancy. With Cassidy, they automated 95% of their sales process. Check our our newest case study to see how they did it. Learn more here: https://hubs.la/Q049qQfC0

🔮 AI Forward Leader Spotlight: Lisa Peyton Lisa is a Professor of AI for Strategic Communications at the University of Oregon, where she developed the school's first AI fundamentals course for communications students. With a background spanning digital marketing, media strategy, and immersive technology, she previously held senior roles at Intel and has spent years helping organizations integrate AI into their communications and marketing strategies. Learn more about her story and advice for emerging leaders in the AI space. — ⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞? I've been working with AI since my days at Intel, using it for content generation well before ChatGPT put it on everyone's radar. That head start gave me a clear view: as models get more capable, the real value shifts from prompting to orchestration. Automation is where strategy meets scale. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? I assumed I'd need to learn to code to build anything meaningful. Turns out, tools like Cassidy Copilot have completely eliminated that barrier. The heavy lifting now is strategic thinking, not technical execution — and that's exactly where marketers should be spending their time. 🔮 𝐅𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐰𝐡𝐨 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐢𝐧𝐠 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲, 𝐰𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 #1 𝐩𝐢𝐞𝐜𝐞 𝐨𝐟 𝐚𝐝𝐯𝐢𝐜𝐞? SLOW DOWN (and breathe deeply). I know that sounds counterintuitive in an era moving at beyond-human speed, but the best AI workflows start with hard questions: Where are your real bottlenecks? What do you actually want to offload? What work do you love? Automation without strategy is just faster chaos.

Welcome Elliot 💙 Please join us in giving a very warm welcome to Elliot Greenbaum, our newest Solutions Consultant 🎉

We've completely rebuilt our docs ⛰️ 📖 Easier to navigate — Documentation & Integrations guide your AI rollout step by step 🧽  Clearer tutorials — Build your first Agent with detailed, actionable walkthroughs ✅ Made for discovery — Guides & Use Cases show what teams are actually building with Cassidy Great docs aren't just for troubleshooting—they're how builders discover what's possible. Explore: https://hubs.la/Q0486LyM0