How to Migrate from Cassidy to Ceven
Cassidy builds AI teammates that run business workflows across your tools and deploy in Slack and Teams.
Migrating from Cassidy to Ceven involves rebuilding your workflows and reauthorizing the same connected apps. This guide will walk you through the process, ensuring a smooth transition.
Migrate from Cassidy to Ceven in 6 steps
Inventory Your Workflows by Outcome
Start by listing all the outcomes Cassidy's AI teammates achieve. Note the triggers, actions, and connected apps for each. Focus on the results, not the steps.
Connect the Same Apps in Ceven
Ceven connects to over 1,000 tools. In Ceven, add the same apps you used in Cassidy. This ensures data continuity and familiar integrations.
Rebuild for Better Outcomes, Not One-for-One
In Ceven, describe the desired outcome for each workflow. Use Ceven's AI steps to enhance and automate tasks. Consider consolidating multiple Cassidy workflows into fewer, more capable workflows in Ceven.
Add AI Steps and Approval Gates
Identify where Cassidy's AI teammates were brittle or lacked control. In Ceven, add AI steps to handle exceptions and approval gates to control critical paths. This adds robustness and governance.
Validate in Parallel
Run both Cassidy and Ceven in parallel on real data. Use human-approval gates on writes to systems of record. Once Ceven's workflows are proven, you can confidently rely on them.
Schedule and Cut Over
Plan the cutover during a low-impact period. Inform your team about the transition and provide support. After the cutover, monitor the workflows closely to ensure a smooth operation.
Why teams switch from Cassidy to Ceven
Teams often switch from Cassidy to Ceven for enhanced control, flexibility, and advanced AI capabilities. Ceven offers a more robust platform for building and hosting no-code pages and apps, providing a comprehensive solution for workflow automation. Additionally, Ceven's AI steps and human-approval gates add layers of intelligence and governance that may not be present in Cassidy.
Ceven's ability to run end-to-end workflows on a schedule with AI steps and human-approval gates makes it a powerful tool for teams looking to optimize their processes. The platform's integration with over 1,000 tools ensures that teams can continue using their preferred apps while benefiting from Ceven's advanced features.
What moves over and what doesn't
When migrating from Cassidy to Ceven, the workflow outcomes and connected apps can be replicated, but the specific steps and configurations need to be rebuilt. Cassidy's AI teammates and their configurations do not automatically transfer to Ceven. Instead, you'll rebuild the workflows in Ceven, often consolidating them into fewer, more capable processes.
Data and app connections can move over, but the logic and steps of the workflows must be recreated. This process allows for optimization and enhancement, leveraging Ceven's advanced features. Additionally, any custom integrations or complex logic in Cassidy will need to be re-created in Ceven, providing an opportunity to improve and streamline the workflows.
Avoiding the common pitfalls
One common pitfall is attempting to replicate Cassidy's workflows one-for-one in Ceven. Instead, focus on the outcomes and use Ceven's capabilities to build more efficient and robust workflows. Another pitfall is rushing the cutover without thorough validation. Always run both systems in parallel and use human-approval gates to ensure data integrity during the transition.
Additionally, ensure that your team is well-trained on Ceven's features and functionalities. Provide adequate support and documentation to facilitate a smooth transition. Regularly monitor the workflows after the cutover to address any issues promptly. By following these best practices, you can avoid common pitfalls and ensure a successful migration.
Frequently asked
Can Ceven auto-import my workflows from Cassidy?
No, Ceven does not support automatic import from Cassidy. Migrating involves rebuilding your workflows in Ceven, which often results in fewer, more capable workflows. This process allows for optimization and enhancement, leveraging Ceven's advanced features.
How do I handle data continuity during the migration?
Run both Cassidy and Ceven in parallel on real data. Use human-approval gates on writes to systems of record to ensure data integrity. Once Ceven's workflows are proven, you can confidently rely on them and proceed with the cutover.
What if I encounter issues during the migration?
Ceven provides robust support and documentation to assist with the migration process. If you encounter issues, reach out to Ceven's support team for guidance. Additionally, ensure that your team is well-trained on Ceven's features and functionalities to facilitate a smooth transition.