https://www.cassidyai.com/blog/cassidy-vs-glean-ai-automation-vs-enterprise-search

Cassidy vs. Glean, AI Automation vs. Enterprise Search

Cassidy Team, Jun 05, 2025

Cassidy and Glean serve different purposes in the enterprise AI space. Cassidy is an AI automation platform that executes multi-step workflows, while Glean is primarily an enterprise search tool designed to help teams find and retrieve information.

The biggest difference? Cassidy doesn’t just find information—it takes action. Whether automating RFP responses, triaging support tickets, or generating approvals, Cassidy applies AI to automate real work, while Glean focuses on retrieving knowledge across enterprise systems.

Here’s a quick feature comparison:

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Feature	Cassidy (AI Workflow Automation)	Glean (Enterprise Search)
Core Focus	✅ AI-driven workflow automation	❌ Enterprise search & retrieval
Built-in AI	✅ AI powers every step	⚠️ AI helps find info, but doesn’t act
Knowledge Base	✅ Uses AI to automate tasks with context	✅ Centralized knowledge retrieval
AI Assistants	✅ Real-time assistants in Slack, Teams, Chrome	❌ No interactive AI assistants
Speed of Deployment	✅ Fast, no-code setup for targeted use cases	❌ Requires full org-wide data ingestion
Workflows vs. Agents	✅ No-code workflow automation	⚠️ AI “agents” generate workflows dynamically
Security & Access	✅ Enterprise-ready (SOC 2, permissions, SSO)	✅ Strong security & granular permissions
Ideal Use Case	✅ Automating multi-step business processes	✅ Finding company-wide knowledge

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Cassidy: AI That Works For You

Cassidy isn’t just about surfacing information—it’s about automating work. It can:

Draft & process RFPs in seconds, pulling from company knowledge.
Triage and route support tickets automatically, reducing workload.
Enrich and update CRM records, helping sales teams move faster.
Generate personalized emails, reports, and summaries with real business context.

With no-code workflow automation, teams can deploy Cassidy quickly for immediate value—no IT-heavy setup required.

Glean: Search, Not Automation

Glean specializes in enterprise knowledge retrieval, making it easy for employees to find information across wikis, emails, and files. It’s designed to:

Reduce internal support tickets by giving employees self-service answers.
Help new hires get up to speed by centralizing company knowledge.
Improve decision-making by surfacing relevant reports and past work.

Glean’s AI-powered search is fast and accurate, but it doesn’t automate tasks or workflows—users still have to take action manually.

Speed of Deployment: Quick Wins vs. Heavy Rollout

Cassidy: Deploy in days, not weeks, by targeting a single high-impact use case (e.g., automating customer support responses or drafting proposals). AI assistants and workflows can be embedded directly into Slack, Teams, and email without deep integrations.
Glean: Requires indexing the entire organization’s data before it’s useful. Companies must integrate Glean with all tools and set up permissions before employees can start using it.

Cassidy delivers value immediately, while Glean is a long-term IT investment.

Automation Workflows vs. AI Agents

Cassidy: Users build clear, step-by-step workflows—for example, analyzing an incoming request, updating a system, and drafting a response—all automatically. It’s predictable, structured automation that businesses can rely on.
Glean: Introduces AI “Agents”, which attempt to dynamically generate workflows on the fly based on broad user goals. While promising, this approach lacks fine control and predictability, making it less suited for critical business processes.

Enterprise Readiness & Security

Both platforms meet enterprise security standards, including SOC 2 compliance and strong access controls.

Cassidy provides role-based access and data privacy controls, ensuring AI assistants only access relevant information.
Glean enforces strict user permissions, making sure employees only see data they are authorized to access.

While both platforms prioritize security, Cassidy is faster to implement without requiring full company-wide data integration.

Who Should Use Cassidy vs. Glean?

Use Cassidy if you need:

✔️ AI-powered workflow automation that acts, not just retrieves data
✔️ Fast, no-code deployment for targeted automation use cases
✔️ Real-time AI Assistants in Slack, Teams, and Chrome
✔️ Automations that replace manual tasks like RFPs, support triaging, and CRM updates

Use Glean if you need:

✔️ Enterprise-wide search to help employees find existing knowledge
✔️ A centralized knowledge hub that connects to all your company’s data sources
✔️ AI that retrieves information but doesn’t take action

Final Thoughts: Why Cassidy Wins

Glean is a powerful knowledge retrieval tool, but Cassidy goes further—using AI to actually get work done. If your goal is to automate business processes, reduce manual effort, and deploy AI-powered workflows quickly, Cassidy is the clear choice.

Ready to see Cassidy in action? Book a demo today.

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