10 Ways Your Sales Team NEEDS to Be Using AI Right Now

AI Automation Platform Comparison

Today, stitching together integrations isn’t enough. Teams need automation that actually have human-level judgement: saving time, reducing complexity, and boosting productivity through AI. Two platforms often mentioned in this space are cassidyai.com and n8n.io. While both can help automate workflows, there’s a lot that is not possible with any other tool than Cassidy.

Check out the table below for a quick comparison, then read on to learn why Cassidy stands out for true AI-powered automation.

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AI-Driven vs. General Automation

The biggest difference? Cassidy is built for AI-first automation, while n8n.io simply adds AI as an option.

n8n.io is a general workflow tool—it moves data, triggers tasks, and connects apps. AI isn’t embedded; it’s something you manually add by configuring external APIs like OpenAI, setting up prompts, and managing responses. It’s flexible, but requires technical work to make AI useful.

Cassidy, by contrast, has AI built into every workflow. Its Knowledge Base gives AI instant access to your company’s data, so automations don’t just run—they understand, generate content, and improve over time. AI in Cassidy isn’t an add-on; it’s the foundation of how the platform works.

If you need AI-powered automation that works immediately—without complex setup—Cassidy is the clear choice.

Cassidy is Built for Non-Technical Users—n8n.io is Not

Unlike n8n.io, which requires technical setup, Cassidy is built for anyone to create AI-powered workflows—no coding, no APIs, no complexity.

With Cassidy, non-technical teams can build their own AI-driven tools, whether it’s:
✅ Submitting an RFP and having Cassidy generate responses automatically
✅ Creating AI-driven sales outreach with contextual lead insights
✅ Automating customer support with AI that understands and responds

These workflows aren’t even possible in n8n.io without heavy technical work. n8n.io is a developer tool, requiring manual setup and API connections, while Cassidy lets anyone build intelligent automations in minutes.

Knowledge Base as the AI Foundation

Cassidy’s Knowledge Base isn’t just a document store—it’s what makes its AI powerful. Every workflow and AI Assistant learns from and contributes to your business data, meaning automations get smarter over time.

In contrast, n8n.io doesn’t have a knowledge base. You can connect it to data sources, but each workflow step has to manually fetch and process information—nothing is remembered or optimized automatically. This means AI in n8n lacks context and must be reconfigured whenever you want it to "know" something new.

With Cassidy, AI instantly understands your business and improves with every interaction.

Workflows: Embedded AI vs. AI as an Add-On

The way Cassidy and n8n handle workflows isn’t just different—it completely changes what’s possible with automation.

With Cassidy, AI isn’t just a step in the workflow—it’s embedded into every part of it. Each workflow can access and contribute to the Knowledge Base, meaning automations don’t just execute tasks, they learn and improve over time. For example, if Cassidy automates a customer support response, it doesn’t just pull data—it updates the Knowledge Base with new insights so that future responses are even more accurate.

In n8n.io, AI is always external. Every step that needs intelligence must call an outside AI model, wait for a response, and store data separately. This slows down workflows and requires manual upkeep.

With Cassidy, workflows become smarter with time—n8n workflows stay static. If you want true AI-powered automation, Cassidy delivers intelligence at every step.

AI Assistants: More Than Just Workflows

Not every task needs a workflow. Sometimes, a real-time AI assistant is better—and Cassidy is the only platform that offers both.

Cassidy’s AI Assistants can be deployed in Slack, Teams, Chrome, embedded in apps, or accessed via API. These assistants help teams instantly—answering questions, generating responses, and pulling data from your Knowledge Base in real time.

Examples:

• Slack and Teams Assistant: Instantly answers sales, support, or HR questions using company knowledge.
• Chrome AI Assistant: Reads webpages, drafts emails, and summarizes content while you work.

n8n.io doesn’t offer assistants at all. If you wanted something similar, you’d need to manually build a chatbot, integrate AI, and set up custom API calls—a major technical lift.

With Cassidy, you get workflows + real-time assistants, so you can choose the best tool for the job.

Critical user-level permissions for Enterprises

When enterprise leaders consider automation tools, security and granular permissioning often top the list of requirements. Cassidy places heavy emphasis on this, offering advanced user-level permissions, plus the concept of “Collections” in its knowledge base. Collections let you compartmentalize data so that certain teams only have access to the relevant documentation. Even Cassidy’s AI assistants can be restricted to certain Collections, preventing them from ever pulling data they’re not authorized to see.

n8n.io, in contrast, has limited built-in security. While self-hosting is an option, managing user access, permissions, and data controls is left to the business—requiring extra setup and maintenance.

For companies that need tight security and AI-driven automation, Cassidy is the enterprise-ready solution.

Replacing vs. Connecting Tools

With Cassidy, teams often find themselves replacing or consolidating software solutions. Because the platform can draft proposals, reply to support tickets, and even manage entire AI-driven processes, it reduces the need for multiple point solutions. For example, a Cassidy workflow might handle an RFP from end to end: extracting questions from a spreadsheet, generating responses based on past proposals, and compiling everything into a final document for review. The same platform can then integrate with your CRM to enrich new leads, or automate sentiment-based ticket triaging for your support team.

N8n, while powerful at linking different apps into multi-step workflows, doesn’t intrinsically generate content or function as a knowledge repository. Instead, it’s best at connecting tools you already use—perhaps orchestrating that data across Slack, CRMs, or email. If your primary goal is to unify third-party services in custom sequences, n8n is a viable option. But if you’re looking to outsource entire tasks to AI—like drafting detailed documents or summing up complex data sets—Cassidy offers a more direct path.

Why Cassidy for AI Automation?

Enterprises need more than just triggers and actions; they need intelligent processes that tap into business knowledge, interpret context, and communicate seamlessly across departments. Cassidy is designed for exactly that. Its user-friendly, no-code environment ensures that even non-technical teams can harness AI power, backed by secure, granular permissioning to protect sensitive information. Most importantly, Cassidy doesn’t just handle tasks—it excels at producing context-driven content and responses, often replacing entire tools your team currently relies on.

For businesses that primarily need custom data pipelines or already have a robust AI strategy in place, n8n.io is a capable workflow builder. However, if your organization wants to run full-fledged AI automations—and do so quickly, without the hassle of stitching together multiple AI services—Cassidy is the stronger, more future-proof choice.

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.

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

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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 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!