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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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Cassidy vs. ChatGPT Enterprise: Contextual AI Automation vs. Standalone Chatbot
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Cassidy vs. ChatGPT Enterprise: Contextual AI Automation vs. Standalone Chatbot

AI models

Overview

While both Cassidy and ChatGPT Enterprise utilize AI to enhance productivity, they serve distinctly different purposes. Cassidy is a robust, contextual AI automation platform designed to create custom workflows, integrate deeply into your existing tools, and leverage multiple AI models. ChatGPT Enterprise functions primarily as a standalone conversational chatbot built exclusively around OpenAI’s models, lacking deep workflow automation or extensive integrations.

Cassidy provides enterprises with adaptable AI solutions that scale across business units, ensuring contextually intelligent automation tailored specifically to your workflows.

Feature Comparison

Feature Cassidy ChatGPT Enterprise
Automation ✅ Flexible AI workflows ❌ Chat-only interaction
AI Models ✅ Multiple AI models (GPT-4, Claude, Gemini) ❌ Single model (GPT-4)
AI Assistants ✅ Integrated in Slack, Teams, Chrome ❌ No external integrations
Knowledge Base ✅ Unified enterprise-wide knowledge ❌ No central knowledge base
Support & Onboarding ✅ Dedicated enterprise support ❌ Generalized, limited support

Flexible AI Models vs. Single Provider Limitation

Cassidy allows your business to leverage multiple leading AI models, ensuring that you always have access to the best tool for the job. ChatGPT Enterprise restricts users to OpenAI’s proprietary models only, significantly limiting your flexibility and potentially future innovation.

Workflow Automation, Not Just Conversations

Cassidy empowers enterprises with comprehensive workflow automation, seamlessly linking multiple business tools and processes to perform tasks end-to-end without human intervention. ChatGPT Enterprise lacks automation capabilities, serving only as a conversational assistant without any capability for task automation or execution across multiple apps.

Integrated AI Assistants vs. Isolated Chat Experience

Cassidy's custom AI assistants integrate seamlessly into everyday business platforms like Slack, Microsoft Teams, and Chrome, delivering contextual support and real-time actions. In contrast, ChatGPT Enterprise offers a closed interface without built-in external integrations, restricting AI interactions to basic conversational exchanges within its own environment.

Centralized Enterprise Knowledge Management vs. Fragmented Storage

Cassidy provides a unified enterprise-wide knowledge base that continuously updates and enriches the context available to your entire organization, ensuring accuracy and relevance. ChatGPT Enterprise’s knowledge storage is ephemeral, restricted to individual sessions, and lacks permanent enterprise-wide knowledge management.

Dedicated Enterprise Support vs. Generic Onboarding

Cassidy offers personalized, white-glove onboarding, dedicated account management, and comprehensive training, ensuring your enterprise successfully adopts and scales AI across teams and processes. ChatGPT Enterprise provides general self-service onboarding with limited personalized support, potentially hindering widespread adoption.

Cassidy: The Smarter Enterprise AI Solution

ChatGPT Enterprise is suitable for standalone, conversational interactions, but Cassidy offers a far more powerful, scalable, and contextual AI solution designed specifically for enterprises. With its extensive integrations, multi-model flexibility, robust workflow automation, and enterprise-grade knowledge management, Cassidy empowers your business to fully harness the potential of AI across your entire organization.

Discover how Cassidy can elevate your enterprise workflows by booking a demo today.

Cassidy vs. Zapier
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Cassidy vs. Zapier

About us

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.

Cassidy vs Responsive
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Cassidy vs Responsive

About us

AI Automation Platform vs RFP-Specific Software

Most RFP tools, like Responsive (formerly RFPIO), follow a rigid structure that helps teams fill out questionnaires and manage proposal content. However, no two RFP processes are the same. Cassidy takes a different approach by allowing teams to build custom AI-powered workflows tailored to their exact needs. This flexibility extends beyond RFPs to sales enablement, customer support, and other business functions.

Instead of locking teams into a fixed system, Cassidy adapts to how your team works and ensures AI-powered automations get smarter over time. With Cassidy, RFP automation is just one piece of a larger AI strategy. Your knowledge base fuels multiple workflows, including drafting sales emails, triaging support tickets, and enriching CRM data. Rather than siloing knowledge across different AI tools, Cassidy keeps everything in one system, making it easier to scale automation across the entire organization.

Here is a breakdown of how Cassidy and Responsive compare and why a flexible AI platform is the smarter investment for enterprises.

Feature Cassidy (AI Automation Platform) Responsive (RFP Response Software)
Core Focus ✅ AI-driven workflows across teams (Sales, Support, Ops) ❌ RFP and proposal automation only
Built-in AI ✅ AI powers every step, learns over time ⚠️ AI assists RFPs, but workflows are rigid
Custom Workflows ✅ Fully customizable for each team’s needs ❌ Predefined structure, limited flexibility
AI Assistants ✅ Interactive AI assistants in Slack, Teams, Chrome ❌ No real-time AI assistants, just lookup AI
Ease of Setup ✅ No-code, deploys quickly for immediate impact ⚠️ Requires content library setup, structured onboarding
Knowledge Management ✅ Centralized knowledge base for multiple workflows ❌ Siloed RFP content library, separate from other tools
Scalability ✅ Adapts to new use cases beyond RFPs ❌ Purpose-built for proposals, not broader AI automation
Best For ✅ Enterprises needing flexible AI-powered automation ✅ Organizations with high RFP volumes needing structured responses

AI That Adapts to Your Workflow, Not the Other Way Around

Every company handles RFPs differently, yet many tools take a one-size-fits-all approach. Responsive is designed around structured proposal workflows that help teams quickly fill in responses using an existing content library. This speeds up the process but follows a predefined structure, requiring teams to work within a set system.

Cassidy takes a more flexible approach. Instead of following a fixed template, Cassidy allows teams to customize every part of the process. AI-generated responses, workflow steps, and automation rules can all be tailored to match the unique way each team operates. Whether automating RFPs, summarizing documents, or handling customer support inquiries, Cassidy adapts to your specific needs.

With Cassidy, AI becomes a true automation engine that evolves with your business. Teams can:
✅ Customize AI outputs to ensure responses match their brand and tone
✅ Choose from multiple AI models like GPT-4 and Claude for different types of tasks
✅ Build workflows that combine AI-powered data extraction, analysis, and response generation

Responsive is built for proposal teams, while Cassidy offers a broader AI-powered automation platform that scales across multiple workflows. For enterprises looking to expand AI beyond RFPs, Cassidy provides a more flexible and future-proof solution.

AI Assistants vs. Lookup-Based AI

One of the biggest differences between Cassidy and Responsive is how teams interact with AI.

Cassidy provides fully customizable AI Assistants that can be trained for any specific task. Whether acting as a content copilot that ensures responses are in your exact brand voice or an AI that automatically replies to emails for your sales team, Cassidy’s Assistants adapt to each team’s needs. They can be embedded in Slack, Microsoft Teams, Chrome, CRMs, and more, allowing employees to ask questions, generate content, or complete tasks instantly. Unlike rigid chatbots, these Assistants understand context, pull from company knowledge, and take action in real time.

Responsive’s AI works more like a smart lookup tool. Instead of a free-form assistant that users can chat with, Responsive’s AI is designed to retrieve RFP content when proposal managers need it. When working on an RFP, the AI searches the content library, suggests relevant answers, and can auto-fill responses. This makes it useful for quickly handling repetitive questions, but it doesn’t function as an AI assistant that can handle broader business tasks.

While Responsive’s AI is embedded in the RFP process, it lacks the flexibility of Cassidy’s Assistants, which can be custom-built for different roles and deployed across multiple workflows. Whether teams need a sales AI to draft outreach emails, a support bot to answer customer FAQs, or a compliance assistant to review policies, Cassidy provides the AI-powered copilots that teams can rely on every day.

Enterprise Knowledge: A Smart System for All AI Tools, Not Just RFPs

AI is only as powerful as the knowledge it can access. Cassidy gives enterprises a single, centralized knowledge base that connects documents, wikis, CRM data, and support tickets to power multiple AI-driven workflows. Instead of siloing data across different AI tools, Cassidy lets teams build and deploy AI assistants for sales, support, operations, and more, all pulling from the same up-to-date system.

Responsive’s knowledge is built only for RFPs. Its Content Library stores past responses and approved Q&A pairs, ensuring accuracy for proposals but limiting its usefulness elsewhere. Other teams can’t easily repurpose this data, forcing companies to rely on separate tools for sales emails, customer support, and internal workflows, creating more silos instead of reducing them.

With Cassidy, knowledge isn’t just stored, it is actively used to automate processes across teams. Enterprises can quickly spin up new AI tools without rebuilding from scratch, making AI smarter, more consistent, and easier to manage at scale.

Choose AI That Grows With Your Business

Cassidy is built for enterprises that want AI-powered automation across multiple teams and workflows, not just RFPs. It provides the flexibility to build custom AI assistants and workflows that scale with your organization, ensuring knowledge stays connected and automation gets smarter over time.

Responsive is a strong choice for companies that need a structured tool specifically for RFPs, proposals, and sales questionnaires. However, if your goal is to consolidate AI efforts, avoid data silos, and automate more than just one function, Cassidy offers a more powerful and future-proof solution.

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Cassidy includes the top 5+ leading AI models.

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Intelligent assistants personalized to your team.

Workflows

Automate tasks with custom, data-driven workflows.

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Cassidy at your fingertips with browser extensions.

No model training

Unlike ChatGPT, Cassidy never trains with your data.

Knowledge Base

Centralized intelligence for smarter automation.