Cassidy vs n8n

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

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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.

There are two primary categories for integrating AI into your business:

1. Boosting Internal Productivity - In other words, figuring out how to make your employees and workflows more efficient, so you can deliver better results faster.
2. Enhancing the Customer Experience - Exploring what you can offer on top of your existing products and services to make your customers even happier.

Focusing on internal productivity will help cut costs, while improving the customer experience will help you earn more.

Internal Productivity

In my view, it’s easier to start with internal productivity. Greater AI adoption within your team or even by yourself will lead to a substantial increase in overall productivity. The right AI strategy will turn everyone in your organization into a top performer.

Of course, figuring out the best AI strategy can be tricky. But, I think it’s important to not overthink it. Just starting to use AI tools and sharing them with your team can pave the way for in-depth AI integration across your organization. It’s crucial for everyone to have that “Aha” moment with AI.

At CassidyAI, we’re all about this mission. While we’re still slowly rolling out early access, we’ve been documenting our process publicly because we believe everyone can benefit from the thinking we’re putting into how to build features that truly speed up internal workflows.

We showcased our plugin feature that allows you to bring an AI assistant, custom-trained for your business, virtually anywhere on the internet. It’s been a game-changer for sales, customer success, and marketing teams.

(Check out the demo here. You can also signup for the Cassidy waitlist here)

The point is this: When integrating AI into your business, consider the workflows and tasks that currently exist and explore how AI could be introduced to enhance them. Never assume AI can't help--even small steps towards incorporating AI eventually become meaningful time savings.

Customer Experience

On the other hand, you can drive significant customer retention and growth by thoughtfully using AI in your products and services. This approach requires creativity, as it is not as simple as purchasing an off-the-shelf solution for internal workflow optimization.

AI-enabled features in your products and services could include personalized recommendations, an AI chatbot, or simple AI features that make it easier for people to use your product. The catch is that these features must be unique to your business.

For instance, Shopify customers struggled to optimize their stores properly, so their AI sidekick was developed to do it automatically. Another example: I recently spoke with a personal trainer who introduced an AI chatbot for fitness-related questions because clients struggled with guidance on days they weren’t seeing the trainer.

When considering AI implementation, think about the biggest pain points for your current customers. Why do people churn? Is something stopping them from using your product or service more often? What are their unmet needs?

It’s within these questions, you’ll find opportunities to enhance the customer experience using AI.