Cassidy vs. Make.com

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:

‍

‍

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 on your team from sales reps to support reps and 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.

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!

‍

Workflow 1: Reddit brand mention monitor and guided engagement

‍

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.

‍

Workflow 2: Blog to social to Reddit distribution

‍

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.

‍

‍

Workflow 3: Category question monitor for weekly outreach

‍

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.

‍

‍

Workflow 4: YouTube topic radar and script draft

‍

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.

‍

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

‍

The future of sales is not a distant vision; it's unfolding in real-time, driven by AI's capability to refine and personalize every interaction.

At Cassidy, we're at the forefront of this evolution with contextual automation—a method that doesn't just look to the future but actively shapes the present. By leveraging this technology, sales teams today must embrace AI not only to keep pace but to lead in an already transformed market.

Our platform ensures your sales strategy is not just reactive but proactive, turning every sales challenge into an opportunity. Let's delve into how AI is already making a difference, in the sales world, and how tools like Cassidy can help you every step of the way.

Prepare and Research Meeting Invitees Before Sales Calls

Walking into a sales call unprepared is no longer an option. Cassidy’s AI-powered workflows ensure your team is equipped with detailed, actionable insights about meeting invitees before every call. This workflow does the heavy lifting for you by gathering data like company overviews, recent company news, and detailed information about the invitees.

Cassidy’s AI even dives into LinkedIn profiles to provide a comprehensive look at the organization and its stakeholders. All this information is compiled into a shareable document that can be accessed by your entire team, ensuring everyone is aligned and prepared. Plus, it integrates seamlessly with your calendar tools, so you have everything ready to go before the meeting starts.

For example, before a call, Cassidy can provide a summary of the prospect’s recent achievements or challenges, helping your team tailor the conversation and demonstrate value from the first interaction. It’s an all-in-one preparation tool that sets your sales calls up for success.

Deal Tracking Efficiency

Sales teams often struggle with the time-consuming task of sifting through vast amounts of data to find relevant customer information. That's where Cassidy's workflows come in, allowing you to pull up all the details on a customer or a deal in just seconds, thanks to AI.

This feature enables you and your team to instantly search through records, helping to get right to the point, personalize your approach, and keep the sales process moving smoothly. It's like having a super-efficient assistant dedicated to making your life easier.

For example, before calling a client, you can quickly search for their name in the system. Within seconds, you'll have access to their purchase history, recent interactions, and any notes from previous meetings, allowing you to tailor your conversation effectively.

Find Key Decision-Makers to Multithread Sales Deals

Finding the right decision-makers can be the difference between closing a deal and letting it slip away. Cassidy’s simplifies the process by identifying key stakeholders and influencers within a target organization.

Instead of manually researching or guessing who holds decision-making power, Cassidy analyzes CRM data, email communications, and external sources to provide you with a clear map of key players. This enables your team to craft targeted messages that resonate with each stakeholder, streamlining the sales process.

For example, if a deal involves multiple departments, Cassidy highlights which contacts to prioritize and how to address their specific concerns. This insight empowers your team to build stronger connections and accelerate deals without unnecessary delays.

Automatically Enrich New Leads

Finding and understanding new leads can be a daunting task, often requiring extensive research to gather all the necessary details. With Cassidy's AI, this process is automated, allowing you and your team to instantly enrich new leads with relevant information.

By integrating with various data sources, Cassidy's workflows automatically add valuable insights like job titles, company details, and contact information to your CRM. This feature ensures that when you engage with a new lead, you're equipped with a comprehensive profile, enabling more personalized and effective outreach.

For instance, when a new lead enters your system, instead of manually searching for their background, the AI enriches their profile, providing you with the context to tailor your communication, thereby improving conversion rates and enhancing your sales strategy's efficiency.

Streamline Team Responses with Verified Answers

Consistency and accuracy are crucial when responding to client questions, especially during RFP processes. Cassidy’s Answer Hub ensures that your team always delivers approved, verified responses to common queries, saving time and boosting credibility.

This feature centralizes all your organization’s approved answers in one place, making it easy for reps to find and share the right information instantly. No more scrambling to verify details or waiting on approvals—Cassidy’s AI ensures that everyone on your team is aligned.

So if you're ever in a situation where a client requests specific technical details or compliance information, reps can quickly search the Answer Hub to pull up the correct response, ensuring accuracy and consistency in their communication. This not only speeds up the sales process but also builds trust with clients, showing that your team is organized and dependable.

Automatically Transcribe, Save, and Query Meeting Notes

After a sales meeting, capturing and organizing notes can be time-consuming, often leading to missed insights or follow-up opportunities. Cassidy's AI simplifies this by automatically transcribing, saving, and enabling you to query meeting notes.

This feature ensures that all discussions, decisions, and action items from your meetings are recorded without manual effort. You and your team can then easily search through these notes for specific details or follow-ups, enhancing your ability to recall important points and personalize future interactions.

For example, post-meeting, the AI transcribes the conversation, saving it in your system where you can later ask for information like "What was the client's concern about pricing?" or "What follow-up was promised?" This automation not only saves time but also ensures that no detail is lost, making your sales process more organized and responsive.

Create Personalized Cold Emails that Stand Out

Cold emails are only effective when they feel anything but cold. Cassidy’s AI leverages LinkedIn insights, CRM data, and other sources to create hyper-personalized emails that capture attention and increase response rates.

The workflow analyzes key details about your prospect, like their role, company updates, and recent achievements, and crafts tailored outreach messages that feel authentic. For example, instead of sending a generic “just checking in” email, Cassidy generates a message that highlights the recipient’s recent LinkedIn activity or a relevant company milestone, positioning your sales team as informed and relatable.

Even better, Cassidy’s AI ensures these personalized emails are ready to send with minimal effort, saving your team valuable time while maintaining a high-touch approach. With smarter, data-driven outreach, you can turn cold leads into engaged prospects.

Personalize Sales Meeting Follow-Up Emails

The follow-up after a sales meeting can make or break the relationship. Cassidy’s AI ensures every follow-up email feels thoughtful, relevant, and timely, keeping the momentum going with your prospects.

This workflow uses meeting notes, CRM data, and insights from the conversation to draft tailored emails that highlight key discussion points, address objections, and outline next steps. For example, if pricing was a concern during the meeting, Cassidy’s AI suggests a follow-up email that includes a breakdown of value-add features or a link to relevant case studies.

The tool also automates the process, saving your sales team time while maintaining a high level of personalization. With smarter follow-ups, Cassidy helps your team stay top-of-mind and move deals forward faster.

Auto-Completing Security Questionnaires

Navigating through security questionnaires can be a significant hurdle in finalizing sales, often requiring extensive time and expertise to complete accurately. With Cassidy's AI, this process is streamlined, enabling you and your team to auto-complete these questionnaires with ease.

By integrating with your existing security documents, knowledge base, and other resources, Cassidy's workflows automatically fill in the answers, ensuring compliance and accuracy. This feature turns what could be a laborious task into a swift operation, allowing you to focus on closing deals rather than paperwork.

For example, when a new security questionnaire is required, instead of manually searching for responses, the AI quickly pulls the necessary information, completing the form in seconds. This efficiency not only speeds up the sales process but also reduces the risk of errors, making your sales cycle smoother and more secure.

Give Sales Team the Ability to Answer Technical Questions

Handling technical questions doesn’t have to be exclusive to engineers or IT specialists. Cassidy’s AI bridges the gap by enabling non-technical support and sales reps to confidently answer complex technical inquiries.

This feature pulls from your company’s existing knowledge base, integrating seamlessly with tools like Notion, Jira, Confluence, and internal wikis to provide accurate, approved responses in seconds. For example, when a prospect asks a detailed question about product integration or security protocols, Cassidy’s AI suggests the right answer instantly, saving time and preventing delays.

This workflow also ensures responses are aligned with RFP standards and company-approved language, reducing the risk of errors or miscommunication. By equipping your team with these tools, Cassidy enables everyone to contribute to technical discussions without requiring deep expertise, improving responsiveness and fostering trust with prospects.

Use Cassidy to help boost your Sales Performance

Ready to see how Cassidy can transform your sales strategy, streamline workflows, and help your team close deals faster? Start your journey with Cassidy today and experience the future of sales firsthand. Try for free today

‍