- Serchen Daily
- Posts
- The AI rollout people use
The AI rollout people use
Teams build their own agents
This edition is brought to you by |  |
Featured app • Cassidy
Agents built by the people who do the work
Most company AI rollouts stall after the pilot because the tool doesn't know how the business actually runs. Cassidy lets business teams, not IT, build no-code agents and workflows grounded in their own documents, meetings and CRM data, connected to Slack, Teams, Salesforce, SharePoint and Google Drive, with human review where it matters. It runs on models from OpenAI, Anthropic or Google, never trains on customer data, and covers SOC 2 Type II, HIPAA and GDPR. OneDigital onboarded 6,000 employees and reports more than 80% using it every week.
What is it:
An AI agent platform where business teams build no-code agents grounded in company documents, processes and CRM data.
Who is it for:
Operations, sales and support leaders at document-heavy firms whose AI rollout stalled after the pilot.
Alternative to:
Microsoft Copilot Studio, Glean, Writer, Relevance AI, Zapier Agents, or a company-wide chatbot nobody opens after week two.
Why we like it:
We like Cassidy because the people who know the process build the agent, so it gets used rather than admired.
Explore more app discoveries
Missed a previous issue? Don’t worry! Catch up on all the incredible apps we’ve featured in past issues and find hidden gems you might have overlooked.
 | An open-source experience management suite that runs inside your own infrastructure and links customer feedback to revenue data. |
 | An AI-native FP&A platform that connects finance data sources, then runs planning, forecasting and reporting from one set of numbers. |
 | A no-code web data tool that turns any website into clean, structured data using templates or an AI assistant. |
 | An HR platform where AI agents manage absence, onboarding, reviews, and payroll prep while people make final decisions. |
Sponsor • Miro
Run Inclusive Retrospectives with Miro
Miro is the online collaborative whiteboard that makes team retrospectives genuinely inclusive. Everyone adds ideas, votes, and shapes the outcome together in real time, wherever they’re working from.
Why Teams Retro with Miro:
Every voice heard: Add sticky notes, vote, and comment together live, so quieter team members contribute equally.
Ready-made retro templates: Launch retrospectives in seconds with hundreds of prebuilt frameworks.
Infinite canvas: Cluster ideas, map themes, and track action items all on one shared board.
AI-powered tools: Turn clusters of notes into clear summaries and next steps in seconds.
1000+ integrations: Push action items straight to Jira, Slack, and the tools your team already runs on.
Trusted by millions of teams worldwide to reflect, align, and improve together. Get started with Miro free, no credit card required.
Latest posts
Explore the latest insights on the Serchen blog, with software buying advice, reviews, and practical guides for smarter business decisions.
⚙️ Configuration Tools Expose Your Infrastructure Gaps
Learn what configuration tools manage, where buyers go wrong, and how to pick the right platform for your infrastructure.
📉 The True Cost of Inaction for IT Distributors
Make hidden revenue leakage and operational drag visible before deciding where subscription operations need to improve.
⚖️ Conflict Checking Software Exposes What You Miss
Learn what conflict checking software does, what separates good tools from weak ones, and how to pick the right fit for your firm.
💰 AI in Finance Only Works on Data You Can Trust: MCP’s Role
AI in finance fails on messy, disconnected data. Learn what MCP does, what to ask vendors, and how to keep AI safe around revenue data.
🧠 Creatio AI Twin: Build Your Own AI Agents Without Coding
Discover how Creatio AI Twin helps teams create personal AI agents with natural language while keeping enterprise governance in place.
