Cassidy vs. Loopio

Cassidy and Microsoft 365 Copilot both bring AI assistance to the workplace, but they differ significantly in scope and approach. Cassidy is an AI-native automation platform designed to integrate AI into diverse workflows across an entire business, while Microsoft 365 Copilot functions as an assistant within Microsoft’s suite of apps (Word, Excel, Outlook, Teams).

While Copilot is useful for enhancing productivity within Microsoft tools, Cassidy goes further by enabling cross-platform workflows, providing AI model flexibility, and offering enterprise-level support. Below is a comparison of how Cassidy and Microsoft Copilot stack up across key areas:

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AI Flexibility: Multiple Models vs. Single Model

Cassidy offers extensive AI flexibility. It supports multiple AI models, including OpenAI’s GPT-4, Google’s Gemini, and Anthropic’s Claude. This allows organizations to choose the best AI for different tasks and future-proof their automation as better models emerge.

Microsoft Copilot, on the other hand, is locked into Microsoft’s chosen OpenAI model. Users have no control over the AI provider and must rely solely on the models Microsoft decides to deploy. This lack of flexibility can limit performance in specific use cases where another model might be a better fit.

Workflows & Automation: Multi-Step vs. In-App Only

Cassidy enables true end-to-end AI-powered workflows across multiple tools and steps. Its no-code workflow builder lets users create AI-driven automations that take action across apps, process data, and even trigger real-time alerts. For example, Cassidy can read an incoming email, analyze its content, update a CRM, and notify the right person in Slack—all in one seamless process.

Microsoft Copilot, however, is limited to acting within individual Microsoft 365 apps. It assists with tasks like writing emails in Outlook or summarizing documents in Word but does not offer full automation across tools. Microsoft’s Copilot Studio allows for some custom Copilot assistants, but these are largely confined to Microsoft’s ecosystem and require developer setup.

Integration Scope: Diverse Tools vs. Microsoft-Only

Cassidy connects with over 100+ third-party applications, including CRMs, ticketing systems, knowledge bases, and communication platforms like Slack and Teams. It integrates deeply with both Microsoft and non-Microsoft tools, ensuring seamless automation across an organization’s full tech stack.

Microsoft Copilot, by contrast, is designed primarily for Microsoft 365 users. It works well within the Microsoft suite but has limited or no native integration with third-party tools like Slack, Google Drive, or external CRMs. This lack of connectivity makes it difficult to implement AI-driven workflows outside of Microsoft’s ecosystem.

Enterprise Scalability: Organization-Wide vs. Individual Use

Cassidy is built for enterprise-wide deployment, allowing teams to create AI assistants and workflows that span across departments. Its centralized Knowledge Base ensures that AI-powered automations pull from company-wide data, maintaining accuracy and consistency. Admins can manage access, enforce security policies, and customize AI responses for different teams.

Microsoft Copilot is primarily a personal assistant within Microsoft apps, meaning it functions on a per-user basis rather than being centrally managed for an organization. Any attempt to extend its capabilities across teams would require significant developer effort and remain constrained within the Microsoft environment.

Onboarding & Implementation: Hands-On vs. Self-Service

Successfully implementing AI tools in an enterprise requires more than just software—it requires expert guidance, training, and ongoing support to ensure adoption and success. Cassidy provides a white-glove onboarding experience, working directly with each organization to build, customize, and integrate AI solutions effectively.

When you adopt Cassidy, you get:

• A Dedicated Account Manager – Your team is assigned a Cassidy AI expert who helps design AI assistants and workflows tailored to your business needs. This ensures your AI solutions align with your processes and deliver real impact from day one.
• Team Training Sessions – Cassidy provides hands-on training to help teams in sales, marketing, support, and operations seamlessly integrate AI into their workflows. This ensures that AI adoption happens smoothly across departments, not just in isolated pockets.
• Weekly Office Hours – Cassidy hosts live Q&A sessions where customers can get expert advice, troubleshoot challenges, and explore new use cases for AI within their business.
• Private Slack Support – A direct line of communication with Cassidy’s team, allowing customers to ask questions, request features, and receive real-time assistance whenever they need it.

This high-touch support model ensures that organizations don’t just buy AI tools—they successfully implement them and maximize their value.

By contrast, Microsoft Copilot follows a self-service onboarding approach. While Microsoft provides documentation, FAQs, and standard admin guides, there is no dedicated onboarding or personalized implementation support. If an organization needs additional guidance, they may have to work with third-party Microsoft partners at an extra cost. This means that adoption relies heavily on internal IT teams to configure Copilot and train users, which can slow down AI implementation—especially for enterprises looking to scale AI across departments.

Final Thoughts: Why Cassidy Stands Out

Microsoft 365 Copilot is a useful personal productivity tool within the Microsoft suite, helping with writing, summarizing, and task management inside apps like Word and Outlook. However, it lacks true AI-powered workflow automation and is restricted to Microsoft’s ecosystem.

Cassidy, on the other hand, enables end-to-end AI automation across your entire tech stack. It integrates with multiple tools, supports multiple AI models, and allows enterprises to build custom workflows that adapt to their specific needs. With hands-on onboarding, admin controls, and broad AI flexibility, Cassidy is the better choice for businesses looking to deploy AI across departments and tools.

Ready to see how Cassidy can automate your workflows? Book a demo today.

This might be the biggest opportunity in AI right now: take your industry expertise, apply new AI knowledge, and become the AI expert in your industry.

See, a recent McKinsey report stated that AI adoption in the workplace has actually remained stagnant from 2021 to 2023.

I believe that’s because most people have a general understanding of AI, but they have no idea how to use it in their specific industry. There’s a huge opportunity to become the person who shows people how to apply AI to your industry. Focus on teaching use cases actually relevant to their daily work.

The more niche you get, the bigger impact you can have.

How do you become the AI expert in your industry?

First, position yourself as the "AI Person" at your company. Share your learnings and experiments with colleagues and other people in your industry.

There's no shortage of people looking to make their lives easier. Start by helping those around you.

To take it a step further, share your insights online.

You know I love TikTok, but it doesn’t matter which platform you choose. TikTok, LinkedIn, Twitter, Instagram, YouTube, whatever. The steps are simple.

1. Learn about AI
2. Use it in your industry
3. Share online how you’re doing that.
4. Repeat for months-years

If your content is helpful and you do it for long enough, you’ll start to be seen as the AI expert for your industry. You'll have the opportunity to make a significant impact by applying the power of AI to address specific problems within your field.

Remember: every industry needs an AI expert, you can be it.

Imagine having a single command center for all your business’s systems, information, and data — where every tool, every document, and every piece of relevant data works together seamlessly.

Now, imagine layering in the power of all leading AI systems, seamlessly integrated and working in harmony within one platform.

That’s exactly what Cassidy’s Knowledge Base delivers.

It’s like building a brain for your business, one that learns from your unique systems, stays up-to-date, and ensures your workflows are always in sync.

By combining the strengths of your existing tools and the capabilities of diverse AI systems, Cassidy transforms how your team operates, making it smarter, faster, and more effective. Let’s explore how Cassidy’s Knowledge Base can take this vision and make it a reality, starting with how it learns and integrates seamlessly with your business.

Imagine What’s Possible With AI That Knows Your Business

Cassidy's Knowledge Base acts as the backbone of your tech ecosystem, seamlessly connecting systems, tools, and data for smarter collaboration.

But how does it work?

Cassidy integrates directly with your existing tools, transforming the scattered matrix of information across platforms into a streamlined, interconnected system where every moving part works together.

Cassidy transforms the way businesses manage their sprawling ecosystems of data and tools by breaking down silos and connecting every piece into one seamless framework.

A customer service rep no longer needs to search Zendesk, SharePoint, and Google Drive to find the right answer. Instead, Cassidy scans all connected sources in real-time and consolidates the best response — whether it’s in an internal document or a support article — into an on-brand email, ready to send in seconds.

Sales teams can gain a new edge. A rep using Salesforce can access deal history, competitive insights, and product data without switching platforms, enabling faster prep and sharper pitches.

Marketing? Cassidy can weave insights from market research, customer feedback, and internal strategies into compelling, data-driven content — ready for the next campaign or blog post.

The possibilities are endless. No matter your industry, role, or experience with AI, Cassidy continues to evolve by integrating new technologies, expanding features, and adopting advancements in tools and large language models (LLMs). We're going to continue making strides to make sure that you are efficient at your job, with a lot less stress.

Modern tech stacks NEED to be more ... modern

Modern tech stacks are essential for operations but often come with significant challenges. Enterprises depend on an array of platforms tailored to specific departments, yet these tools frequently operate in silos.

This fragmentation leads to inefficiencies, complicating workflows and limiting collaboration. Bridging these gaps is not just a technical challenge — it’s a necessity for unlocking productivity and streamlining operations across the business. To sum it up, here are some of the issues with tech stacks that aren't connected: 

• Data Silos: Different platforms house valuable information, but lack of integration makes it challenging to access or leverage effectively.
• Workflow Gaps: Teams often navigate between disconnected systems, leading to redundant tasks, slower processes, and higher error rates.
• Redundancies in Tools: Overlapping functionalities across tools lead to unnecessary costs and confusion about which platform to use.
• Scalability Issues: Expanding enterprises face difficulty aligning new tools with existing systems, making streamlined growth a challenge.

Simplifying a tech stack requires more than integration — it involves creating synergy between tools, aligning them with organizational goals, and ensuring seamless interaction for end-users. 

Here's how simple it can be to have these systems work together: 

Optimizing your tech stack (with the help of AI) allows teams to focus on strategic goals, collaboration, and execution rather than battling fragmented systems. By addressing these challenges, businesses can unlock the full potential of their tech stack, and, more importantly, empower their people.

We hope that companies with well-organized Cassidy Knowledge Bases will not only drive greater value for the organization but also enables individuals to focus on meaningful, productive work that benefits both the business and their own professional growth.

Create a knowledge base that will unify your tech stack 

Building a custom AI knowledge base with Cassidy will help transform your business and connect all of your services to have them work for you, as opposed to create more work.

A few clicks will allow you to save hundreds of hours, as Cassidy integrates your company’s data and systems, creating a cohesive, intelligent platform. 

Whether stored in internal documents, external tools, or shared platforms, your company’s knowledge is unified into one intelligent system. Cassidy ensures no information is overlooked, transforming fragmented data into a cohesive, AI-powered resource that enhances workflows and keeps your team equipped with the most accurate and up-to-date information.

The real-time syncing sets Cassidy apart.

The moment something in your systems changes or updates, Cassidy reflects those changes instantly. Your team gets access to the most current, relevant, and accurate data — no delays, no digging through systems.

Supported by traceable insights and complete transparency, Cassidy allows your team to track information back to its source, ensuring accuracy and trust.

We work with all the major tools out there, and the list is growing. Cassidy integrates with nearly 100 tools, including advanced AI systems like OpenAI’s GPT-4, Google Gemini, and a range of open-source models, working seamlessly to create a knowledge base that grows alongside your business.

Whether you’re a neighborhood brick-and-mortar shop or a sprawling enterprise, Cassidy ensures your data is protected and private. None of your information is accessible to others. Your data stays exclusively yours—Cassidy’s models never train on your information, guaranteeing complete confidentiality while delivering intelligent, impactful solutions customized to your needs.

This is how modern work gets done: less time spent navigating systems, more time focused on the ideas and initiatives that truly matter. With Cassidy, your team is empowered to work smarter, collaborate better, and achieve more.

Try Cassidy for free.