AI Automations Powered by Your Company Data
We build powerful AI agents that learn from your business to handle support, qualify leads, and draft documents—freeing up your team for high-value work.
From Idea to Automation in Days
Our agile sprint process means you get a functional AI agent, ready to use, every single week.
Monday: Kick-off
We scope the sprint and define clear goals together.
Mid-Week: Build
We build your automation and keep you updated via your client portal.
Friday: Delivery
We demo the new agent and provide training and full documentation.
The Technology: Powered by Cassidy.ai
We build on an enterprise-grade, no-code platform to ensure your automations are stable, secure, and deliver value from day one.
Enterprise Security
SOC 2 Type II, GDPR, and SSO. Your data is never used for external training.
Multi-Model Support
Leverage the best AI for the job, including OpenAI GPT-4, Claude, and Gemini.
Seamless Deployment
Integrates directly into Slack, Teams, Gmail, and more with no IT overhead.
How Our AI System Works
We turn your company's data into powerful AI Assistants and automated Workflows.
1. Your Knowledge Base
2. RAG Engine
Output: AI Assistant
Output: AI Workflow
( Assistants can run in workflows )
3. Human in the Loop
(Optional Approval)
Integrate With Your Entire Tech Stack
Connect your knowledge, workflows, and AI models into a unified, automated system.
Knowledge Base
Google Drive, Notion, Confluence, SharePoint, Slack, Zendesk, Jira, Dropbox
Workflow
Salesforce, HubSpot, Slack, Zapier, Webhooks, and custom APIs
AI & Other
OpenAI, Claude, Gemini, Xero, NetSuite, and LinkedIn for data enrichment
Automations & Agents in Action
Sales & Business Development
- Deal Sourcing Agent: Enriches leads from LinkedIn and qualifies them against your criteria.
- Proposal Workflow: Drafts RFP and proposal responses based on past successful projects.
Analysis & Operations
- Due Diligence Agent: Analyzes pitch decks, assesses risks, and drafts investment memos in minutes.
- Competitor Intelligence: Monitors market trends and compiles insights for better positioning.
Investor & Client Relations
- Investor Relations Agent: Automates LP updates, Q&A responses, and follow-ups in your brand voice.
- Support Workflow: Triages support tickets and drafts context-aware replies from your knowledge base.
Marketing & Content
- Content Repurposing: Turns webinars or reports into blog posts, social media updates, and email campaigns.
- Market Scan Workflow: Scans news and cross-references your knowledge base to create summaries.
Your Dedicated AI Partner
You’ll work directly with me, Imad. With over 15 years of experience leading major IT and automation projects, I provide the senior expertise needed to ensure your AI initiatives succeed.
Our agency-of-one model means you get a dedicated, high-level partner without the overhead of hiring a full-time senior expert.
Ready to Automate Your Business?
Book a free 15-minute discovery call. Let's build your personalized automation roadmap.
Book Your Free Strategy Call