Relay.app vs Cassidy

Relay.app vs Cassidy

Dive into two great AI automation platforms to see how they compare on ease of use, integrations, knowledge management, and more.

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If you're comparing Relay.app and Cassidy, you're probably 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.

Here's the short version: Relay.app is a workflow automation platform built around ease of use, deep integrations, and human-in-the-loop controls. Cassidy is an AI agent platform built around giving automations deep business context through a unified knowledge base.

If you want to connect your apps, automate cross-tool workflows, and keep a human in the loop on important decisions, Relay.app is the better fit. If your priority is building AI assistants that can answer questions and complete tasks using your company's internal documents, SOPs, and data sources, Cassidy is your app.

Let me break down the key differences so you can decide for yourself.

Which AI automation platform is right for you?

What is

Relay.app

?

G2:

⭐️

4.9

Product Hunt:

⭐️

5

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Relay.app stands out because it is incredibly easy to use. Non-technical users who have struggled with tools like Zapier and Make.com can create AI workflows in minutes. To create predictable, reliable AI workflows in Relay.app, all you need to do is explain what you want in plain language, and the Relay.app Agent will do it for you, from creation to editing to improving and analyzing results.

Product details

  • Ease of use: Relay.app is well liked for its ease of use for users and teams of all abilities, both non-technical and technical alike.

  • Natural language workflow creation: You can chat with the Relay.app Agent in natural language to create AI workflows, as well as edit them, improve them, and analyze results.

  • Technical flexibility: Relay.app also supports more technical and custom use cases with custom code, complex branching/looping logic, webhooks, and custom HTTP calls.

  • Simple visual representation: AI workflows have a clear visual layout that shows you exactly what will happen when they run.

  • Human-in-the-loop: Options let people review or approve actions. This lets you keep an eye on what the AI is coming up with!

  • Built-in AI models: All the best AI models are included (OpenAI, Anthropic, Gemini, and more) and run using Relay.app's AI credits. You don't need API keys to use them (but you can use your own if you like!).

  • 200+ native integrations: Deep native integrations with popular tools so you can automate work and move data between all the apps you and your team use. (If there's an integration Relay.app doesn't have yet, you can also use custom HTTP requests to connect your tools.)
    You can read more here about how Relay.app works.

Pricing

Relay.app has free and paid plans. On paid plans, you can purchase additional steps and AI credits as needed. All plans include free test runs so you can validate your workflows really work before you publish them!

  • Free tier: Yes. Includes 1 user, 200 automation steps, and 500 AI credits per month.

  • Professional: For 1 user, $19/month when billed annually. Includes 750 steps and 2,000 AI credits per month.

  • Team: For up to 10 users, $69/month when billed annually. Includes 2,000 steps and 2,000 AI credits per month.

  • Enterprise: Custom pricing for organizations with heavy usage or custom requirements.

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What is

Cassidy

?

G2:

⭐️

5

Product Hunt:

Not on Product Hunt

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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

  • Deep business context via a unified knowledge base that continuously syncs across your documents and data sources.

  • No-code workflow creation lets non-technical teams build and deploy AI agents without developer support.

  • Enterprise-grade security with SOC 2 Type II, GDPR, HIPAA compliance, and SSO.

  • Deploys directly into Slack, Microsoft Teams, Chrome, and other tools your team already uses.

Pricing

  • Starter: Free – 3 users, 5 agents, 5 workflows, 10K AI credits, basic integrations, 24-hour data sync.

  • Business: Custom pricing (book a demo) – custom users, agents, workflows, and credits, instant sync, advanced integrations, SSO, dedicated success manager, and white-glove onboarding.

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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 claims you can 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 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 also 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 integral to the workflow builder, from generating content to classifying data to making decisions.

Cassidy also supports multiple AI models, including OpenAI, Claude, and Gemini. 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 also offers knowledge sources on AI prompts, but it's more minimal and has fewer available sources for syncing. Between basic knowledge sources and live data connections, most workflow automation use cases are covered, but it's not your answer for accessing deep company knowledge.

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 $69/month 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. 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.

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, but Cassidy's compliance certifications give it an edge for enterprise buyers with strict 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.

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. If you're part of a large enterprise and you feel a need for a deeper knowledge base layer, you can always add Cassidy alongside it.

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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

Which Relay.app plan should I start with?

Which workflow tool should I use if I'm not really technical?

What's the best AI automation tool for small businesses and entrepreneurs?

What does human-in-the-loop mean?

Which automation platforms don't require coding to use?

How do Relay.app's AI credits work?

Should I use a general-purpose AI agent or a workflow automation tool for my business?

What's the difference between AI agents and workflows?

Do I need technical skills to debug and maintain automations in Relay.app?