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Cassidy vs n8n: AI Automation Platform Comparison

Index

Overview

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.

Feature / Capability Cassidy n8n.io
Core Focus AI-driven automations and assistants General workflow automation
Built-in AI ✅ Yes, native AI at the core ❌ No, requires external AI integration
Knowledge Base ✅ Yes, organizes & secures docs, powering AI ❌ No, must stitch content sources manually
AI Assistants ✅ Yes, ready-to-use for Sales, Support, etc. ❌ No, user must craft custom bots via external AI
Ease of Use for Non-Tech Teams ✅ Very user-friendly, no-code interface ⚠️ Somewhat technical; visual workflow builder
Replace/Enhance Existing Tools ✅ Can handle tasks like RFPs, lead enrichment, support triaging ❌ Mostly connects apps; limited AI content generation
Security & Access Control ✅ Granular permissioning & Collections for knowledge segmentation ❌ Limited user-level permissions; relies on hosting/security setup
Integrations ✅ Growing library (Slack, Teams, CRMs, Chrome extension) ✅ Wide range, though less AI-focused
Ideal User Business & enterprise teams seeking AI-powered automation Technical teams building custom data connections

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.

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Save Thousands of Hours (and Dollars) with Cassidy's New Research Agent
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Save Thousands of Hours (and Dollars) with Cassidy's New Research Agent

AI models

Research doesn’t have to be an expensive, manual, time-consuming process anymore.

With Cassidy’s Research Agent, you get real-time, continuous access to the web until it finds the precise answers you need, delivering up-to-date, accurate information quickly and effortlessly.

Whether you’re after business insights or competitive data to fuel your growth strategy, this tool ensures you get the exact information you’re looking for — no manual research required. 

Unlike tools like ChatGPT, which handle individual queries, Cassidy’s solution is designed for repeatable, in-depth research. It continuously gathers, processes, and aggregates live web data, making it far more powerful for automating complex tasks that drive business decisions.

If you’ve been spending hours on research or relying on tools that fall short, it’s time to save both time and money with this powerful solution. 

Ready to see how it can transform your workflow? Let’s dive in

Simplifying research with limitless reach

Research Agent scours the internet to retrieve real-time data tailored to your needs. Whether you’re conducting in-depth analysis or verifying key information, it eliminates manual effort and helps you make faster, more informed decisions.

At its core, Research Agent combines custom queries, autonomous web scraping, data analysis, and customizable output options. Here’s how it works:

  • Custom Instructions: You define exactly what data you're looking for—whether it’s competitive insights, verifying a company’s online presence, or gathering the latest news. This gives you complete control over the research process.
  • Autonomous Web Scraping: The tool automatically scans public online sources like websites and databases, saving you hours of manual searches. It can’t log into private accounts but uses public-facing data to gather insights. For example, you could input a company domain, and Research Agent would analyze accessible websites and compile a list of competitors for you.
  • Data Processing and Confidence: After collecting the data, it’s analyzed and presented with confidence scores, detailed reasoning, and a step-by-step breakdown of how the results were gathered. You’ll be able to trust the data and understand exactly how it was sourced.
  • Customizable Output: The results are delivered in a format that fits seamlessly into your workflow, allowing you to quickly act on the insights you’ve gathered. Whether you're generating reports, conducting competitive analysis, or validating information, the output is flexible and designed to meet your specific needs.

As Research Agent continues to evolve, new templates and features will be added, enhancing its research capabilities and allowing you to tackle even more complex tasks.

For more details, check out this overview video: 

Our pre-existing templates can already help you work magic 🪄

We've created a range of pre-built templates available to simplify common research tasks, helping you get started right away.

These templates handle tasks such as:

  • Gathering Company and Competitor Information
  • Analyzing Company ICP and Positioning
  • Finding Company's Social Media Profiles
  • Identifying Person Names from Work Email Addresses
  • Locating Company Executives and Founders
  • Searching for Company Competitors
  • Verifying Domain Status
  • Finding Company Customers
  • Getting Company 10-K Reports

These templates allow you to quickly gather relevant data without having to build workflows from scratch. Whether you’re searching for key contacts or analyzing competitors, the templates are designed to make your job easier.

But the real advantage comes from customization. While pre-built templates offer convenience, you can design your own workflows tailored to your specific needs. Whether you're automating a series of unique tasks or gathering insights for a highly specialized project, you can create workflows that match your exact requirements.

By designing custom templates, you not only save time but also open the door to automating complex tasks. This flexibility allows you to streamline operations, make more informed decisions, and focus on using the data to fuel business growth.

Applying Research Agent's insights for your business

The data gathered by Research Agent can be used across different areas of your business to make smarter, more strategic decisions.

  • For Sales: Detailed insights on potential customers, including their company background and key contacts, allow you to tailor your outreach for maximum impact.
  • For Competitive Analysis: Having access to competitor data in real-time enables you to quickly identify market trends, analyze your competitors’ strategies, and adjust your own.
  • For Lead Generation: By automating research, you can quickly build lists of high-quality contacts and leads, giving your team more time to focus on outreach.
  • For Market Research: Gain access to industry trends and customer preferences to make strategic business decisions faster, putting you ahead of the competition.

Here's an example of how you can conduct industry research: 

As many departments in your organization are likely spending significant time or money on research tools, we aim to simplify that—while offering you the most accurate, current insights available from across the web.

Plus, exporting this data is easy.

With integrations like OneDrive and Word, exporting your data is seamless, allowing you to put research into immediate use. Some integrations work across both Knowledge Base and workflows, such as Slack, making it easy to store data and send notifications where they’re most useful. No matter where your data is headed, outputs are formatted to fit your exact needs.

Experience Cassidy for yourself

Ready to simplify your workflows and make data-driven decisions with ease? Cassidy offers the tools to automate your research and streamline operations across your business. 

Sign up for a free trial today.

Announcing Cassidy’s $3.7M Fundraising
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Announcing Cassidy’s $3.7M Fundraising

About us

Overview

LLMs created a new era of automation. While previous workflow automation platforms could only automate tasks with basic if/then logic, LLMs unlocked complex reasoning in natural language.  

However, the quality of LLM outputs and decisions is highly dependent on the specific context they’re given. Insufficient, disorganized, or outdated data can cause AI to respond inconsistently (or even hallucinate), making it hugely unreliable for business automation. Enter: Cassidy. 

Cassidy is a more intelligent automation platform that makes every decision with full context on your business. 

How it works: Cassidy’s knowledge base connects to your company’s existing knowledge tools (Slack, Notion, Drive, etc.) and automatically cleans, prepares and keeps your business’s data up-to-date. It removes the concept of “one-size-fits-all” logic and instead allows your team to reliably build powerful AI workflows that make complex, human-level decisions, all with a nuanced understanding of your company. 

Cassidy was built for both non-technical and technical users, making effective AI automations accessible to teams of all shapes and sizes. Today, we’re thrilled to announce our $3.7 million funding led by The General Partnership, Neo, Comma Capital, Spacecadet Ventures, Ride Ventures, and angels like Erik Goldman (Co-founder of Vanta), Jason Dorfman (CEO of Orum), Zach Sims (CEO of Codecademy). We closed our round in November 2023 and have been growing fast...

What makes Cassidy’s automations ‘intelligent’

Companies typically want to consolidate their tooling, and since Cassidy's workflows are tailored to how a business operates, it works ‘intelligently’ in a few different ways: 

It gets smarter with more interactions

Cassidy’s automations improve over time. Each interaction cites its sources, allowing you to verify and exclude specific information through human-in-the-loop processes. This transparency ensures your data remains accurate and up-to-date. As more interactions occur, Cassidy’s performance is refined, incorporating added context and prompt adjustments to continually enhance the system’s reliability.

It understands your business

Cassidy connects with all knowledge tools (Slack, Sharepoint, Confluence, etc.) to give AI context on your business, customers, competitors, brand voice, and more. It pulls the information in real-time so that it’s constantly up-to-date with what’s happening at your company and in the market. This gives Cassidy human-like judgment, and keeps responses consistent across your entire team.

It’s fully composable software

Cassidy allows teams to quickly build custom AI automations and agents. Companies can tailor the software to how their business operates, designing workflows that match their exact team’s processes. We're creating hundreds of AI action blocks combined with all the leading AI models (all included with your plan) so you can bring your AI tech stack into a unified platform. 

AI that can run asynchronously

Cassidy’s workflows allow you to build automations that run even while you’re sleeping. You can create triggers from hundreds of different tools to automate tasks automatically. Because our AI runs with specific guardrails and the full context of your company, you can trust it to perform reliably without needing a human in the loop.

Built for teams of all shapes and sizes

We're making AI automations accessible to teams of all sizes and skill sets. To stay ahead in the age of AI, automation is no longer optional—everyone needs to be able to build out automations. Cassidy is designed to make it incredibly easy for non-technical teams to use and build complex automations. We offer a library of pre-made workflows and a simple text-to-workflow creation process. For more technical teams and granular use cases, Cassidy has the flexibility to add code and prompt engineering. Cassidy also has enterprise-grade permissioning and security that you can trust to keep your data private and encrypted. You can set advanced user-level permissions for your automations and knowledge data to keep your data secure. Learn more about our security (including compliance with SOC II) at trust.cassidyai.com

Cassidy in the real world 

We started Cassidy a little over a year ago and are continuously blown away by our customers’ creativity, from startup founders automating responses to RFPs to global public companies automating their sales enablement flows for 12k+ companies. Some use cases to spotlight: 

RVezy is a leader in online RV rentals that built a suite of sales enablement and customer success automations. Since their business model and ideal customer persona are incredibly nuanced, they couldn’t rely on typical if/then logic or scoring criteria to prioritize and respond to customers. The team embedded Cassidy into their workflows to automate customer support triaging, handle chargeback disputes, and draft replies with highly nuanced context. These automations understand RVezy’s business inside-out and make high-context judgments for each ticket trained on thousands of previous support inquiries.

“Cassidy allows us to be much more proactive in addressing critical customer complaints - automatically escalating issues to a manager who can solve customer problems quickly

E78 Partners, a leading advisory firm, utilizes Cassidy's AI automations for research and knowledge transfer across teams. They've built automations that are hyper-personalized to support industry research and client facing projects.

"Cassidy personalizes its AI tools to know our business, clients, and industries better than any other AI-enabled company. Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research external industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks."

Lexer, a customer data platform, generates responses to RFPs in minutes. Their team created an AI workflow that extracts questions from documents, searches their knowledge base for answers, then writes a thorough response in Lexer’s brand voice.

“I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 3x faster to customers so we can close more deals.”

What’s next

At Cassidy, we believe AI is going to become more and more embedded into how companies operate, starting with automations. If what we’re building resonates, check out our many open roles at cassidyai.com/careers 👈

Cassidy vs. Zapier: AI-Powered Automation vs. Traditional Workflows
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Cassidy vs. Zapier: AI-Powered Automation vs. Traditional Workflows

About us

Overview

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

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

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

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

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

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

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

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

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

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

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

For example:

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

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

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

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

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

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

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

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

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

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

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

Security & Enterprise Scalability

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

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

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

Who Should Use Cassidy vs. Zapier?

Use Cassidy if you need:

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

Use Zapier if you need:

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

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

Final Thoughts: Why Cassidy Wins

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

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

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Automate tasks with custom, data-driven workflows.

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Unlike ChatGPT, Cassidy never trains with your data.

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