Cassidy vs n8n

Over the past year, AI search engines like ChatGPT, Perplexity, and Bing AI have begun to change how people discover brands online. Instead of scrolling through 10 blue links on Google, users now get curated answers directly inside conversational interfaces. That shift means companies need to rethink how they structure, distribute, and monitor their content.

Why AI search matters for conversion, not just visibility

Traditional SEO chases ranking. AI search distributes trust. When a user asks a question, they often see a single synthesized answer. If your content is cited or your brand is mentioned, you earn disproportionate attention. The goal is not traffic for its own sake. The goal is to influence qualified buyers at the moment of intent and move them to a clear next step.

What changes in an AI search world

• Fewer results, more synthesis. You must be quotable, citable, and easy to reuse.
• Credibility beats volume. Clear, narrowly scoped, and well supported pages are more useful than generic long reads.
• Distribution happens across formats. YouTube, Reddit, and Wikipedia often appear in answers. Your plan should treat them as first class channels.

What recent data suggests about AI search behavior

Use these directional takeaways to shape your plan. The specific percentages below are from a recent study.

• Relevance and quality beat raw traffic. ChatGPT and Perplexity often reference low traffic sites. About 44.88% of links in Perplexity and 47.31% in ChatGPT go to sites with minimal traffic. New sites can surface if the content is clear, useful, and well structured.
• Domain age patterns differ by engine. ChatGPT and Bing frequently use younger domains, often under 5 years old. Google AIO skews older, with 49.21% of links going to domains older than 15 years. If you are new, prioritize Bing and ChatGPT tactics while you build long term authority for Google.
• Bing prefers short, direct answers. Average response length is about 398 characters with about 3.13 links per answer. Write concise, plain language summaries that can be quoted.
• YouTube and user generated sources matter. ChatGPT links to YouTube in about 11.30% of answers, Perplexity in about 11.11%. ChatGPT often cites Reddit and Wikipedia. Create helpful video content, contribute responsibly to community sources, and use clear references on your pages.
• Diversify your cited sources. ChatGPT and Perplexity overlap in their domains by about 25.19%, and both pull from a wide set. Bing often references practical sites such as WikiHow, and also health oriented sites like Healthline. A broader reference strategy helps your pages appear alongside familiar authorities.
• Balance keywords. Niche and specific keywords increase the odds of citation in ChatGPT and Perplexity where less popular domains can win. Target your content to answer the questions that real buyers ask.

These signals are directional. You do not need to memorize the numbers. You need to shape content so that it is reusable by AI systems and persuasive to humans.

Strategy pillars

1. Relevance and clarity

• Write to a single search intent per page.
• Lead with an answer, support with proof, then add depth.
• Use descriptive headings, short paragraphs, and lists that AI can parse.

2. Channel fit by engine

• For Bing: short, simple answer blocks, minimal jargon, clear definitions, and practical steps.
• For ChatGPT and Perplexity: authoritative walkthroughs with citations to credible, diverse sources and helpful visuals.
• For Google AIO: long term credibility, consistent terminology, stable URLs, and evidence of expertise over time.

3. Format portfolio

• Text pages that answer specific questions.
• YouTube videos with transcripts and chapters.
• Wikipedia involvement if appropriate and compliant with policies.
• Reddit participation in relevant communities.

4. Ethical participation

• Follow rules for Wikipedia and Reddit. Disclose affiliations where required. 
• Avoid spam and contribute useful information that stands on its own.

5. Conversion alignment

• Every page and post should include a logical next step. 
• Offer checklists, calculators, templates, or short demos. 
• Build credibility before a call to action.

Tactically Putting It Into Practice

Here’s where companies often hit a roadblock: creating and distributing this volume of content consistently across multiple platforms. That’s where automation helps.

Cassidy-enabled workflows that reduce manual effort

Automation helps you keep up with the surface area of AI search while staying on brand. The following workflow recipes are examples. They are useful even if you build them in a different tool. Cassidy makes them easy to connect to your systems and to run on a schedule. Book a demo call with us to see the following workflows in action!

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Workflow 1: Reddit brand mention monitor and guided engagement

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Goal: Identify brand mentions on Reddit and prepare helpful, non promotional replies.

Trigger: Hourly or daily search across relevant subreddits for your brand name, product names, and category keywords.

Inputs: Keyword list, list of allowed subreddits, brand voice rules, compliance guardrails.

Steps

1. Fetch new threads and comments that match filters.
2. Classify intent. Examples: product comparison, how to, troubleshooting, procurement, off topic.
3. Score priority by reach, subreddit relevance, and recency.
4. Draft a reply that follows the response rubric. Include sources and a link to a neutral resource first.
5. Route to a human for final review and posting.

Output: Suggested replies in Slack or email with direct links. Status tracked in a simple dashboard.

Guardrails

• Respect subreddit rules. Do not mass post. Always disclose affiliation if required. 

If you want to see this in action live, book a demo with us.

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Workflow 2: Blog to social to Reddit distribution

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Goal: Repurpose every blog post into short posts for LinkedIn, X, and suitable Reddit communities.

Trigger: New post published or updated.

Inputs: Blog URL, summary paragraph, three key takeaways, two external citations to include as context.

Steps

1. Generate one LinkedIn post, one Instagram post, and one X post that summarize the main lesson.
2. Generate a Reddit friendly version that removes promotional language and adds a neutral resource.
3. Create UTM tagged links for attribution.
4. Schedule posts and alert owners for manual Reddit posting where rules require human participation.

Output: Platform ready drafts with tracking links and a checklist for the human poster.

If you want to see this in action live, book a demo with us.

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Workflow 3: Category question monitor for weekly outreach

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Goal: Track recurring high intent questions such as “best HVAC company in Houston” or “how to evaluate RFP automation.”

Trigger: Weekly scheduled run.

Inputs: Question patterns, geo filters, list of forums and Q and A sites.

Steps

1. Collect new threads that match patterns.
2. Summarize the question and current best answers.
3. Suggest a helpful contribution that cites neutral sources. Include a short disclosure line.
4. Propose a one paragraph answer block and a link to a non promotional guide.

Output: A short brief per thread with suggested text. Owner can post or adapt.

If you want to see this in action live, book a demo with us.

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Workflow 4: YouTube topic radar and script draft

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Goal: Publish videos that align with high intent topics that AI engines often cite.

Trigger: Weekly or biweekly scheduled run.

Inputs: Topic list, competitors, associated blog posts, brand voice.

Steps

1. Identify trending questions and gaps in your library.
2. Propose a title, a hook, and a 5 step structure.
3. Draft a script with on screen prompts and a CTA.
4. Generate a blog companion outline and cross links.

Output: A script draft and outline ready for recording and publishing.

If you want to see this in action live, book a demo with us.

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Conclusion: The New SEO Playbook

AI search engines are not replacing SEO—they’re rewriting the rules. The old game of chasing rankings with keyword-stuffed content is giving way to a new model where:

• Clarity beats complexity.
• Credibility beats volume.
• Distribution beats centralization.

By focusing on relevance, diversifying your presence across platforms AI engines actually cite, and automating the grind with workflows, brands can not only be seen—they can be trusted. And trust at the point of intent is what drives conversions.

Facts and figures courtesy of https://seranking.com/blog

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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.

Cassidy credits are the fuel that powers everything on our platform — from assistants to workflows.

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Each month, based on your subscription plan, you receive a set number of credits. These credits are deducted as you complete tasks — simpler ones use fewer credits, while more complex workflows require more.

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This streamlined approach allows you to manage your usage effortlessly, giving you access to all our AI models without needing multiple API keys or separate subscriptions. There are over 8 models built-in to choose from, including OpenAI, Anthropic, and Google’s latest models.

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In this article, we’ll break down Cassidy credits in more detail, but if you're looking for a high-level overview of Cassidy's credits and pricing, head over to our pricing page.

What are Cassidy credits and how do they work

Cassidy credits are the backbone of how you access and utilize the AI-powered features on our platform. Instead of juggling multiple API subscriptions or worrying about separate charges for each tool, Cassidy credits simplify your experience by acting as a "universal currency." so to speak.

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Each feature, from running workflows to chatting with assistants, pulls from your monthly pool of credits, making it easy to track and manage your usage.

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When you sign up for Cassidy, your plan comes with a set number of credits each month. These credits are deducted as you run tasks on the platform. The more complex the task—like detailed workflows or analyzing large datasets—the more credits it consumes. Simpler tasks, like basic queries or short assistant interactions, use fewer credits.

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Here’s how it works:

• Choose between 8+ models: Depending on the automation, your team might prefer different models for different use cases. For instance, GPT-4o is better at data analysis, while Claude 3.5 Sonnet is better at content writing. As newer and better models get released, we’ll add them directly into Cassidy.
• Task-Based Consumption: Every task you run deducts credits from your monthly allocation, whether it’s small day-to-day tasks or large workflows.
• No API Key Hassle: Usually, accessing AI models across different platforms requires multiple API subscriptions. Cassidy credits simplify that—you pay for one subscription, and your credits cover all features in one place.
• Real-Time Monitoring: Track how many credits you’ve used and how many are left. For teams, credits are shared across your organization.
• Scalable Usage: Whether your needs grow or shrink, Cassidy credits adapt to your usage, ensuring you only use what’s necessary.

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It should also be noted that Cassidy credits do not roll over every month.

What happens if I accidentally go over my Cassidy credits?

We understand that credit usage can vary. If you find yourself running low or going over on credits, reach out to our team. We’ll work with you to find a solution, whether it's a one-time boost or a plan adjustment to better suit your needs — the key thing to note is that we want to work with you.

Couple of quick FAQs about Cassidy credits

Is there a cost per credit?
Rather than charging per individual credit, our pricing model factors in seats, features, support, and other benefits. This helps us provide more value through flexible plans that adapt to your needs.

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Are there any free actions within Cassidy?
Yes, many actions within Cassidy are free and don’t consume credits. These include tasks that don’t require AI, like scraping a webpage or searching the internet. However, integrations with platforms like HubSpot or Salesforce require a subscription tier but won’t consume additional credits once enabled.

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How can I quickly check my remaining Cassidy credits?
You can easily monitor your Cassidy credits by navigating to the 'Credits & Storage' tab in the Organization Settings. This will give you an up-to-date view of your remaining credits and storage usage, helping you plan accordingly.

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Customized plan tailored for your needs

At the moment, our Starter Plan offers 10k credits per month, with access to all of Cassidy’s core features, including unlimited assistants, workflows, and integrations with tools like Slack, Notion, and Sharepoint. This plan is perfect for individuals and teams starting out with AI-powered workflows.

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However, for businesses with more specific needs — whether it's handling larger data volumes, scaling across departments, or needing advanced customization — our Custom Plan may be the right fit.

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With a Custom Plan, you’ll enjoy:

• Custom credits per month: Tailored to match the complexity of your workflows and team size.
• Unlimited assistants and workflows: Automate without restrictions, so your team can scale tasks effortlessly.
• Advanced integrations: Connect Cassidy to internal systems or specialized tools, going beyond standard integrations.
• White-glove setup and onboarding: Get personalized support for a smooth implementation process and hands-on assistance.
• Single Sign-On (SSO) capability: Secure and simplify user access with SSO integration.
• Dedicated AI expert: Work with a dedicated expert to help optimize workflows and maximize efficiency.
• Custom AI training: Receive tailored training to ensure your team makes the most of Cassidy’s features.
• Custom integrations and live syncing: Keep workflows in sync with your essential tools and systems.
• AI ROI reports: Track the benefits and ROI of your AI workflows to see tangible results.

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A Custom Plan is ideal for organizations with more complex needs, offering flexibility and dedicated support as you grow. If this sounds like a good fit for your team, feel free to reach out to explore the best plan for your goals and maximize the value Cassidy can bring.

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How we help save money compared to traditional API subscriptions

With Cassidy, you’re not just getting access to powerful AI tools—you’re also saving money by avoiding the need for separate API subscriptions and costly maintenance. Instead of managing multiple providers, Cassidy brings everything together, bundling a wide range of features into one platform for greater value.

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We take care of the technical complexities—managing services, maintaining integrations, and handling updates—so you can focus on growing your business without worrying about hidden development or maintenance costs. By offering essential AI features and providers in one place, Cassidy helps you streamline your workflow and ensures you get the best performance without the hassle of multiple subscriptions or additional fees.

How many credits are used for typical workflows

If you are using the free trial or starter plan, you will have a limited amount of credits. Understanding how many credits different tasks consume can help you make the most of your Cassidy credits. Here’s a quick breakdown of what to expect for common activities:

• Chats with Assistants: These usually consume between 1 and 30 credits, depending on the complexity of the conversation and the level of detail required.
• Workflows: The credit usage for workflows can vary widely, from 1 to 100 credits, based on the scope and depth of the task. Simple workflows will cost less, while complex workflows involving multiple steps and large datasets will consume more credits.

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These estimates provide a general idea, but the actual credit consumption will vary based on the specifics of your tasks.

What factors influence the amount of credits used?

Several factors determine how many credits a task will consume. Here are some key considerations:

• AI Model: More advanced models require more credits. For basic tasks, simpler models can conserve credits, whereas complex analysis or generation tasks may need a more robust model.
• Token Size: Tasks that involve large inputs or outputs (like longer documents or extended conversations) will require more tokens, which in turn increases the credit consumption. For example, if you’re summarizing a lengthy document, expect to use more credits.
• Knowledge Base Access: Interacting with the knowledge base—whether retrieving information or analyzing existing content—tends to consume more credits. This is because accessing, processing, and analyzing data from the knowledge base can be resource-intensive, especially with large or complex entries.
• Bulk Runs: When you run workflows in bulk, such as processing multiple datasets simultaneously, credit consumption rises significantly. Breaking up tasks or running them in smaller batches can help manage your usage more efficiently.

By considering these factors, you can better estimate credit usage for your tasks and optimize your workflows to make the most of your Cassidy credits.

Tips for maximizing value of your Cassidy credits

While Cassidy credits give you access to powerful AI tools, optimizing how you use them ensures that you get the most value without burning through your monthly allowance. Here are some practical tips to help you stretch your credits further and make the most of Cassidy’s capabilities.

1. ‍Use Smaller AI Models for Simple Tasks
   Not all tasks need the most advanced AI model. For straightforward actions like summarizing text, correcting grammar, or drafting emails, smaller models can get the job done. By using these lighter models, you conserve your credits for more complex workflows.‍
2. Test Workflows with Limited Data First
   When building or testing new workflows, start small. Instead of running the full dataset or more intricate processes right away, try a few steps at a time to make sure everything works as expected. This way, you avoid consuming extra credits on trial runs and can save resources for the final, optimized version.‍
3. Keep Chat Conversations Focused
   When interacting with AI assistants, longer chats consume more credits as the AI retains context from previous messages. Starting a new chat after completing a task will typically use fewer credits. For routine tasks, such as drafting or refining content, non-Q&A assistants can help conserve credits while still delivering quality results.‍
4. Monitor Your Usage Regularly
   Cassidy makes it easy to keep an eye on your credit usage through the dashboard. By regularly checking your credit consumption, you can adjust your workflows and plan for more intensive tasks without depleting your credits prematurely. If your needs grow, consider upgrading to a custom plan for more flexibility.‍
5. Be Strategic with Bulk Runs
   Running workflows in bulk, like processing multiple datasets or documents at once, can significantly increase credit usage. Whenever possible, run workflows in smaller batches or break up larger tasks to avoid overloading your credits.

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By following these tips, you'll ensure that your Cassidy credits go a long way, helping you unlock the platform's full potential while staying within your monthly limits. If you ever find yourself needing more credits, we’re here to help with flexible plans designed to scale with your needs.

Build AI automations that work for you and your company

With Cassidy, you’ve got everything you need to build AI automations that streamline workflows and boost productivity. Our platform adapts to your unique needs, whether you’re a small business or a large enterprise. Sign up for a free trial today!