Compare Relay.app and Cassidy side by side on ease of use, integrations, AI capabilities, knowledge management, pricing, and more to find the right AI automation platform for your team.
If you're comparing Relay.app and Cassidy, you're trying to figure out the best way to put AI to work across your business. Both platforms let non-technical teams build AI-powered automations without code. But they take very different approaches, and the right choice depends on what you actually need.
In this article, we'll compare features, ease of use, integrations, AI capabilities, knowledge management, pricing, and more to help you make a decision.
TL;DR
Here's the short version if you only have a minute: Both Relay.app and Cassidy let non-technical teams build AI-powered automations without code, but they're built for different problems.
Choose Relay.app if your goal is to create predictable, reliable AI workflows that get work done in multiple apps. It's faster to set up, more affordable, and has 200+ native integrations with strong human-in-the-loop controls.
Choose Cassidy if your priority is building AI agents that deeply understand your company's internal documents, SOPs, and processes. Its unified knowledge base is purpose-built for knowledge-intensive use cases like internal Q&A and RFP responses.
For most teams, especially individuals and small-to-medium businesses, Relay.app is the better starting point. If you're a larger company or enterprise that has a specific need for deeply contextual AI, go with Cassidy.
Let's break down the key differences so you can decide for yourself.
Which AI automation platform is right for you?
What is
Relay.app
?
Relay.app is the most intuitive way to automate with AI. Just describe what you want to automate, and Relay.app will build a reliable, visual workflow for you. Relay.app connects with 200+ apps and all the top AI models. Non-technical users who have struggled with less user-friendly tools like Zapier or Make can easily create AI workflows in minutes, while longtime automation experts have all the advanced tools they need to build complex flows.
Product details
Designed to be intuitive to use: Relay.app is thoughtfully designed for individuals and teams of all technical abilities, from novice to expert.
An AI assistant optimized to build workflows for you: Chat with the AI assistant to build, test, and optimize workflows. It will proactively spot issues and make suggestions for you.
Hundreds of native integrations, plus custom API calls: 200+ deeply built, first-class native integrations. Don't see your app on the list? Just describe what you need and Relay.app's AI assistant will write a custom API call for you.
Collaborative building: Share workflows and app connections across your team for seamless multiplayer automation.
Human-in-the-loop oversight: Bring a teammate in when you need real life approvals, data entry, or manual review.
Universal AI credits for any AI model: Access the best models from OpenAI, Anthropic, and more using included AI credits.
Predefined processes for token efficiency: Set up a token-free structure for repeated work and limit AI tool calls to just the places you need them.
Technical power: Advanced users can go further with rich native tables, custom JavaScript steps, MCP servers, and custom HTTP requests.
Pricing
Relay.app's plans scale with your usage and team, starting with a generous free tier. All plans include free test runs that refresh every week so you can make sure everything works perfectly before you start paying.
Free: $0/month for 1 user, 200 steps, and 500 AI credits
Professional: $19/month (billed annually) for 1 user, 750 steps, and 2,000 AI credits
Team: $59/month (billed annually) for up to 10 users, 1,500 steps, and 2,000 AI credits
Enterprise: Custom pricing for organizations with advanced usage or security requirements
What is
Cassidy
?
Cassidy is an AI agent platform focused on giving automations deep business context. It connects to your company's documents, wikis, and data sources through a unified knowledge base that continuously syncs, so AI agents always act on the latest information. Cassidy offers no-code workflow creation, agentic reasoning for handling complex logic and exceptions, and cross-system execution across tools like Salesforce, Slack, and Microsoft Teams. It includes human-in-the-loop steps and guardrails for control over business-critical work.
Product details
Unified knowledge base: Gain deep business context via a system that continuously syncs across your documents and data sources.
No-code creation: Enable non-technical teams to build and deploy robust AI agents without developer support.
Agentic reasoning: Handle nuance, complex logic, and exceptions with AI that makes decisions instead of following rigid scripts.
Cross-system execution: Execute actions across multiple systems in a single flow by connecting deeply with your software stack.
Precision and control: Keep full control over business-critical work using guardrails and human-in-the-loop checkpoints.
Seamless deployment: Deploy agents directly into Slack, Microsoft Teams, Google Chrome, and other tools your team already uses.
Enterprise-grade security: Maintain compliance with strict international security standards including SOC 2 Type II, GDPR, HIPAA, and SSO.
Pricing
Cassidy offers a free tier for small teams along with custom pricing for businesses needing advanced capabilities.
Starter: Free for 3 users, 5 agents, 5 workflows, 10K AI credits, basic integrations, and 24-hour data sync
Business: Custom pricing for tailored users, agents, workflows, instant sync, advanced integrations, SSO, and a dedicated success manager
How Relay.app and Cassidy compare on what matters most
Ease of use
Both tools are designed for non-technical users, but they get there differently.
With Relay.app, you describe what you want in plain language and the Relay.app Agent builds the workflow for you. It can also edit, improve, and analyze your workflows through conversation. The visual builder makes it clear exactly what will happen when a workflow runs. Users consistently call it one of the easiest automation tools they've used.
Cassidy also offers no-code workflow creation and lets you stand up workflows and agents in hours. But Cassidy leans more toward enterprise use cases, and setup can involve configuring your knowledge base, connecting data sources, and tuning agents to understand your company's terminology. That's powerful, but it's a heavier lift upfront.
Integrations
Relay.app offers 200+ native integrations with popular tools like Google Workspace, Slack, HubSpot, Salesforce, and more. If there's an integration it doesn't have yet, you can use custom HTTP requests or MCP servers to connect your tools.
Cassidy integrates with 100+ tools, with a strong focus on knowledge sources like Google Drive, SharePoint, Notion, and OneDrive. It also connects to CRMs, support platforms, and communication tools like Slack and Microsoft Teams. For anything custom, Cassidy supports webhooks and API connections.
If you need broad app-to-app automation, Relay.app has the edge. If your integrations are mostly about pulling in company knowledge and data, Cassidy covers the essentials.
AI capabilities
Relay.app includes built-in access to all the leading AI models, including OpenAI, Anthropic, and Gemini. You don't need to manage API keys (though you can bring your own if you have one!). AI is woven into every part of the platform, from generating content to classifying data to making decisions. You also get included AI credits on every plan, so there's no separate billing to manage.
Cassidy also supports multiple AI models, including OpenAI, Claude, and Gemini, with 8+ models available to choose from. Cassidy's differentiator is that every AI action runs with your company's full context pulled from its knowledge base. That means responses are grounded in your actual documents, brand voice, and internal processes rather than generic AI output.
Human-in-the-loop controls
This is where Relay.app shines. You can add human-in-the-loop checkpoints at any point in a workflow. Before the AI sends an email, updates a CRM, or takes any action, you can require a person to review and approve it. This is critical for teams that want AI speed without giving up control.
Cassidy also includes human-in-the-loop steps and guardrails. But the feature set is more geared toward enterprise workflows where guardrails and agentic reasoning handle edge cases automatically.
Knowledge management
Knowledge management is Cassidy's strongest selling point. Its unified knowledge base continuously syncs your company's documents, wikis, SOPs, and data sources. AI agents always act on the latest information, and the platform understands your specific terminology and processes. If you need AI that truly "knows" your business, Cassidy has a clear advantage here.
Relay.app offers knowledge sources on AI prompts and stateful data with Tables, which lets you store and update structured data directly within Relay.app to use across flows. Between knowledge sources and live data connections, most workflow automation use cases are covered. But if you need deep, continuously synced company knowledge across all your documents, Cassidy is purpose-built for that.
Pricing
Relay.app offers a free tier that includes 200 automation steps and 500 AI credits per month. Paid plans start at $19/month (billed annually) for the Professional plan, and the Team plan is $59/month (billed annually) for up to 10 users. All plans include free test runs so you can validate your workflows before publishing.
Cassidy has a free Starter plan with 3 users, 5 agents, 5 workflows, and 10K AI credits. They also offer a 14-day free trial. Their Business plan requires custom pricing through a demo call. There's no self-serve paid tier, which makes it harder to estimate costs or scale gradually.
Collaboration
Relay.app is built for multiplayer automation. You can share workflows and app connections across your team, making it easy for multiple people to build, manage, and monitor automations together. This is a big deal for teams that want automation to be a shared capability rather than one person's side project.
Cassidy supports team collaboration as well, with role-based access controls and shared agents. But its collaboration features are more tied to enterprise access management than day-to-day workflow building.
Security and compliance
Cassidy leads here with enterprise-grade security, including SOC 2 Type II certification, GDPR and HIPAA compliance, SSO, and role-based access controls. If you're in a regulated industry or your compliance team needs to sign off, Cassidy checks the boxes.
Relay.app offers solid security for teams of all sizes, including SOC 2 Type II certification and GDPR compliance. For most teams, that's more than enough. But Cassidy's HIPAA compliance and deeper enterprise controls give it an edge for buyers with strict regulatory requirements.
The bottom line
Choose Relay.app if you want the easiest way to build AI-powered automations that connect your apps and just work. It's more affordable, faster to set up, and better suited for teams that need reliable cross-app workflows with AI at every step. Features like Tables, MCP server support, and a collaborative workflow builder make it a powerful platform that grows with you.
Choose Cassidy if your biggest challenge is getting AI to understand your company's specific knowledge, processes, and context. It's the right pick for enterprise teams that need deeply contextual AI agents, especially for use cases like internal Q&A, RFP responses, and knowledge-intensive support.
For most teams, I recommend starting with Relay.app. It gets you to value faster and costs less to get going. If you're part of a large enterprise and you need a deeper knowledge base layer, Cassidy is worth evaluating alongside it.
Jacob Bank
Founder/CEO at Relay.app
Jacob is the Founder and CEO of Relay.app. Prior to founding Relay.app, Jacob was a Director of Product Management at Google, where he led the product teams for Gmail, Google Calendar, and several other Google Workspace products. Before that, Jacob was the Co-founder and CEO of Timeful (acquired by Google in 2015), a smart calendar that leveraged insights from behavioral psychology and AI to help people spend time on their most important priorities. He has a BA in Computer Science from Cornell University and was pursuing a PhD in the AI Lab at Stanford before dropping out to found Timeful.
FAQs
What does human-in-the-loop mean?
Human-in-the-loop means adding checkpoints in your workflows where a person can review, approve, or provide input before the automation continues. This is particularly useful for AI-powered workflows, where an AI output needs human judgment for high-stakes decisions. Relay.app lets you add approval steps, data input forms, and AI output reviews anywhere in a workflow, all manageable from Slack or email.
Which automation platforms don't require coding to use?
Relay.app is one of the easiest options because you can create workflows by explaining what you need to their AI Agent and it will build it for you. Other no-code options include Zapier (which offers the most integrations) and Lindy (focused on personal productivity and AI assistant use cases).
How do Relay.app's AI credits work?
Access to top models like GPT, Claude, Gemini, Perplexity, and more is included with your Relay.app plan. The Relay.app AI Agent will pick the best model for you according to your use case. Each time an AI step runs, it uses AI credits from your plan. More expensive models cost more credits, so you can change models if an AI task is costing too many credits. If you already have an API key with a model provider, you can use that instead to handle billing through the model provider directly.
Should I use a general-purpose AI agent or a workflow automation tool for my business?
It depends on the task. General-purpose AI agents are flexible and great for open-ended work like research or drafting, but they can be unpredictable and expensive for repetitive processes. Workflow automation tools are purpose-built for structured, repeatable tasks (think lead routing, customer onboarding, or approval chains) where you need consistency and reliability every time. For most business operations, a platform like Relay.app gives you the best of both worlds: It's an AI agent builder with powerful workflow automation, human-in-the-loop controls, and MCP support, so you get AI intelligence where you need it, with predictable execution.
