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Cassidy vs. Zapier

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AI-Powered Automation vs. Traditional Workflows

Automation has evolved beyond simple “if this, then that” workflows. Cassidy is an AI-native automation platform, built for teams that need automation with human-level judgment—not just rule-based triggers. Zapier, on the other hand, is a traditional automation tool designed to connect apps with simple workflows.

While Zapier is great for basic, repetitive tasks, Cassidy takes automation further by infusing AI into every workflow, integrating deeply with business knowledge, and enabling non-technical users to build advanced automations.

Here’s a quick comparison of Cassidy vs. Zapier:

Feature Cassidy (AI-Driven) Zapier (Rule-Based)
Core Focus AI-powered automation & assistants Traditional “if this, then that” workflows
Built-in AI ✅ AI powers every step ❌ AI must be manually integrated as a step
Knowledge Base ✅ Retains & applies business context ❌ Workflows don’t retain knowledge
AI Assistants ✅ Real-time assistants in Slack, Teams, Chrome ❌ No AI assistants, only background workflows
Ease of Use ✅ No-code, built for non-technical users ⚠️ Simple for basic tasks, but lacks built-in AI
Learning Over Time ✅ Workflows improve with use ❌ Workflows remain static
Automation Logic ✅ Flexible, AI-driven workflows that adapt ❌ Rigid “if this, then that” logic
AI Models ✅ Built-in (GPT-4, Claude, etc., no setup needed) ❌ Must manually connect OpenAI or Zapier AI
Security & Access ✅ Enterprise-grade (SOC 2, permissions, SSO) ❌ Basic security, designed for small teams
Ideal User Businesses & enterprises needing AI automation Great for individuals & small teams

AI Integration: Built-in AI vs. “Add-on AI”

Cassidy is AI-first, meaning every workflow uses intelligence at its core. Whether automating sales outreach, drafting RFP responses, or summarizing customer inquiries, Cassidy’s AI understands context and makes informed decisions—just like a human would.

Zapier, on the other hand, treats AI as an add-on. You can add AI as a step in a Zap (e.g., sending data to OpenAI), but AI isn’t natively built into workflows. It’s an external tool you have to configure and integrate manually.

Cassidy makes AI a seamless part of automation, while Zapier simply calls AI when told to.

Cassidy is No-Code & Built for Non-Technical Users

One of the biggest differences between Cassidy and Zapier is who can use it.

  • Cassidy is designed for non-technical users. Anyone—sales teams, support reps, marketers—can build and customize AI-powered workflows without writing code.
  • Zapier is better suited for technically inclined users. While it offers a simple interface, more advanced automations require complex setup, API configurations, and manual logic building.

For example:

  • In Cassidy, a sales rep can automate lead enrichment, and Cassidy will research a prospect, pull insights, and generate a personalized outreach email.
  • In Zapier, you’d have to manually connect multiple apps, trigger API calls, and piece together responses with no contextual understanding.

If you want a platform that empowers every team member to build their own AI-driven automations—without waiting on developers—Cassidy is the clear choice.

Automation Logic: AI-Powered vs. Rigid “If-Then”

Zapier follows a strict “if this, then that” model. Every Zap follows a predefined sequence: if a condition is met, a specific action happens. While this works for repetitive tasks, it doesn’t adapt to complexity.

Cassidy enables flexible, AI-driven workflows. Instead of following a fixed set of rules, Cassidy’s automation:

  • Understands context and makes real-time decisions
  • Learns and improves over time
  • Handles complex, text-based tasks that traditional automation tools can’t

For example, Cassidy can automatically process and respond to RFPs, pulling from historical proposals to generate accurate answers. This simply isn’t possible in Zapier.

AI Assistants: Cassidy Provides Real-Time AI, Zapier Doesn’t

Cassidy doesn’t just run background workflows—it also provides real-time AI Assistants that work inside your favorite tools.

  • Slack & Teams Assistants – Employees can ask Cassidy questions, pull reports, and get AI-driven insights without leaving chat.
  • Chrome Assistant – AI that can analyze webpages, summarize information, or draft content in real time.
  • Embedded AI Assistants – Add Cassidy’s AI into your existing apps via API or UI embeds.

Zapier has no AI assistant functionality. It runs in the background, but users can’t interact with AI in real time. If you need AI that works inside the tools you already use, Cassidy is the only option.

Security & Enterprise Scalability

For businesses with security and compliance needs, Cassidy is built for enterprise use.

  • SOC 2 Type II, SSO, and granular permission controls
  • Knowledge Base permissions so AI can only access authorized data
  • Built to scale across teams, with centralized security settings

Zapier, on the other hand, is designed more for individuals and small teams. It offers team accounts, but lacks Cassidy’s granular security controls, making it less ideal for large enterprises with strict compliance needs.

Who Should Use Cassidy vs. Zapier?

Use Cassidy if you need:

✔️ AI-powered automation that understands context
✔️ No-code, enterprise-ready automation for non-technical teams
✔️ Real-time AI Assistants for Slack, Teams, and Chrome
✔️ Advanced security, scalability, and compliance

Use Zapier if you need:

✔️ Simple, rule-based automation for moving data between apps
✔️ A personal productivity tool for repetitive tasks
✔️ A lightweight solution for basic workflows

Both platforms serve different needs. If you need true AI-powered automation that can handle complex workflows and scale across your organization, Cassidy is the better choice.

Final Thoughts: Why Cassidy Wins

Zapier is a great tool for basic, trigger-based automation, but it wasn’t built for AI-first workflows. If you want automation that thinks, learns, and adapts, Cassidy is the future.

Cassidy doesn’t just move data—it automates the impossible. Ready to see it in action? Book a demo today.

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Cassidy vs. Make.com
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Cassidy vs. Make.com

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AI-Embedded Automation vs. API-Driven Workflows

Automation has evolved beyond simple “if this, then that” workflows. Cassidy is an AI-native automation platform built for teams that need automation with human-like judgment, not just predefined app connectors. By embedding AI at every level, Cassidy can understand context, make decisions, and even interact with users as an assistant.

Make.com, on the other hand, is a traditional visual workflow builder that treats AI as an external add-on. Users can connect AI services via API modules, but AI isn’t an intrinsic part of every workflow. While Make.com excels at connecting apps in complex scenarios, it lacks built-in AI capabilities like memory or autonomous decision-making.

For enterprise decision-makers, this difference is critical. Below, we compare Cassidy and Make.com across key areas.

Feature Cassidy (AI-Driven) Make.com (Workflow Automation)
AI Integration ✅ Built-in AI powers every step ❌ No native AI, requires external API calls
AI Assistants ✅ Interactive assistants in Slack, Teams, etc. ❌ No AI assistants, only workflows
Enterprise Scalability ✅ Enterprise-grade (SOC 2 Type II, SSO, granular permissions) ⚠️ Basic/limited enterprise features (no SOC 2 yet, simple team roles)
Customization & Flexibility ✅ AI-powered workflows adapt with context ⚠️ Visual workflows with manual logic, no AI context memory
Use Case Fit ✅ Advanced AI use cases (assistant-driven processes, content generation) ❌ Basic app automation, lacks AI-driven actions

Embedded Intelligence vs. "Add-On" AI

Cassidy has AI built into every workflow, making it seamless to analyze data, generate content, and take intelligent actions. Workflows can process unstructured information, reference a knowledge base, and make decisions without needing manual API calls. AI is deeply embedded, meaning users don’t have to configure prompts or external services for each step.

Make.com treats AI as an optional add-on. To use AI, you must manually insert an API call (e.g., OpenAI) into a workflow, manage API keys, and configure prompts. There’s no native memory or knowledge retention, so workflows don’t improve over time. AI in Make is an external tool, not a core part of automation.

AI Assistants – Interactive AI vs. Static Workflows

Cassidy offers real-time AI assistants that integrate into Slack, Teams, and Chrome. These assistants can answer questions, generate responses, and automate tasks based on context. A sales assistant can draft personalized outreach, while an IT assistant can troubleshoot employee requests—all within chat.

Make.com does not have AI assistants. It is focused on background workflows and lacks an interface for employees to interact with AI in real-time. While you could trigger workflows from Slack, Make provides no built-in AI agent that understands context or remembers past interactions.

Enterprise Scalability – Built for Large Organizations

Cassidy is enterprise-ready with SOC 2 Type II compliance, SSO, granular permissions, and access controls. AI can be restricted by role, ensuring security across departments. Its infrastructure is designed for scalability and compliance at an enterprise level. Visit our trust center here.

Make.com, while growing in enterprise features, lacks SOC 2 Type II certification and has simpler role-based permissions. It is well-suited for team-based automation but requires additional governance setup for large-scale deployments.

AI-Driven Flexibility vs. Predefined Workflows

Cassidy lets teams build AI-powered workflows that adapt dynamically. AI can process data, make decisions, and adjust workflows on the fly. Enterprises can use different AI models (GPT-4, Claude) and fine-tune outputs, creating intelligent automations that improve over time.

Make.com is a powerful visual workflow builder but lacks AI adaptability. Workflows require predefined logic, meaning users must manually configure every step. AI cannot influence decisions without external scripting, making automation more rigid.

Use Cases – Where Cassidy Delivers More Value

Cassidy enables AI-powered automation that goes beyond simple workflows, making it ideal for:

  • RFP Automation: AI reads documents, finds relevant answers, and drafts responses using past knowledge.
  • Sales & Marketing Copilots: Assistants research prospects, summarize insights, and generate personalized outreach.
  • Customer Support AI: AI triages support tickets, drafts responses, and escalates urgent issues in real time.
  • HR & Compliance Automation: AI reviews policies, answers employee questions, and ensures regulatory compliance.

Make.com is best for structured app integrations, such as syncing CRM records, sending notifications, or processing simple data flows. AI is an enhancement, not a core function.

Choosing the Right Automation Platform for Your Enterprise

Cassidy is designed for enterprises that need AI-powered workflows and assistants that evolve with their business. Its AI is deeply embedded, making automation more intelligent, adaptable, and scalable.

Make.com is an excellent tool for building structured workflows, but its AI capabilities are limited to external API calls. For enterprises looking to automate complex, AI-driven processes, Cassidy is the more future-proof investment.

Ready to experience Cassidy firsthand? Book a demo today to see how an AI-first automation platform can unify knowledge, streamline processes, and transform the way your teams work.

Cassidy vs. Loopio
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Cassidy vs. Loopio

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AI Automation Platform vs. RFP Response Software

When evaluating automation platforms, Cassidy and Loopio often surface as contenders for streamlining RFPs and proposal management. However, these platforms differ significantly in their scope and flexibility. Loopio is a narrowly focused RFP response tool, providing structured, predefined workflows specifically built around proposal generation. In contrast, Cassidy is a powerful, contextual AI automation platform designed to dynamically adapt to your unique enterprise processes, far beyond just RFP responses.

Cassidy not only accelerates RFP responses but automates complex, context-driven workflows across sales, customer support, operations, HR, and beyond. Loopio’s rigid structure may speed up repetitive proposals but lacks adaptability, restricting its usefulness for enterprises with specific needs for the RFP processes.

Feature Comparison

Feature Cassidy Loopio
Automation Approach ✅ Contextual, AI-driven workflows tailored to unique processes ❌ Rigid, predefined proposal workflows only
AI Flexibility ✅ Adaptive AI that learns and evolves dynamically ❌ Static AI limited to content retrieval and reuse
Customization ✅ Fully customizable automation based on your unique needs ❌ Limited customization; forces users into preset formats
Real-time AI Assistants ✅ Interactive AI assistants embedded in Slack, Teams, Chrome ❌ No interactive AI; basic platform-based content retrieval
Knowledge Integration ✅ Unified knowledge base usable across multiple business functions ❌ Siloed RFP-specific content not accessible enterprise-wide
Enterprise Onboarding ✅ Dedicated onboarding, ongoing training, and personalized support ❌ Limited onboarding focused solely on proposal teams

Contextual AI Automation vs. Static Content Lookup

Cassidy’s AI-powered automation goes far beyond simple content retrieval. Its contextual AI understands and dynamically adapts to your business processes, continuously improving workflows by extracting information, generating context-aware responses, and automating complex tasks end-to-end.

Loopio’s automation is essentially limited to suggesting previously stored answers from its content library. This static approach requires significant manual upkeep and struggles to handle non-standard or complex RFP scenarios, often forcing users back into tedious manual work.

Custom Workflows Tailored to Your Enterprise

No two businesses handle proposals or processes the same way. Cassidy recognizes this and provides highly customizable AI workflows precisely adapted to your company’s specific requirements. You can define your processes, tone, and even AI behavior, creating workflows that perfectly match your operational style.

Loopio, however, restricts teams to predefined structures. Its limited customization options mean that if your proposals vary significantly, your team might frequently revert to manual interventions, reducing the platform's value.

Unified Enterprise Knowledge

Cassidy’s enterprise-wide knowledge base centralizes your critical business content—whether proposal answers, customer interactions, internal policies, or sales materials—in one intelligent repository. This interconnected knowledge powers all of Cassidy’s automation tools, ensuring consistency and continuous improvement.

Loopio’s knowledge management is isolated to RFP-related content, creating data silos and limiting your enterprise’s ability to leverage insights across different departments or workflows.

Interactive AI Assistants Where You Work

Cassidy embeds intelligent, interactive AI assistants directly into Slack, Microsoft Teams, Chrome browsers, and web applications. This enables employees across your enterprise to access real-time, contextual support seamlessly within their daily workflow.

Loopio provides no interactive AI assistance outside its own interface, restricting content lookup and limiting employee engagement and accessibility.

Scalable AI for Enterprise Teams

Cassidy prioritizes scalable enterprise adoption with comprehensive onboarding, dedicated account management, ongoing training, and personalized support. This approach ensures quick implementation, team-wide adoption, and continuous optimization across various business units.

Loopio’s onboarding and scalability are limited strictly to proposal teams, with minimal ongoing support or adaptability to broader organizational needs.

Cassidy: The AI Platform Built for Your Entire Business

Loopio offers efficiency strictly within rigid, predefined proposal workflows. Cassidy, however, delivers expansive, contextual AI automation that adapts to your unique processes, breaks down knowledge silos, and supports dynamic, enterprise-wide workflows. Cassidy represents the smarter long-term investment, equipping your business for success beyond RFPs.

Ready to unlock the full potential of AI-driven automation?

Book a Demo today and experience the Cassidy difference firsthand.

Cassidy vs. Glean
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Cassidy vs. Glean

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AI Automation vs. Enterprise Search

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:

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

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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