Cassidy

🔍This Week’s Top Cassidy Research Agent Use Cases! Cassidy’s AI Research Agents are helping teams tackle industry research faster than ever. From uncovering competitor insights to identifying decision-makers, these agents empower teams to work smarter, not harder. Give these workflows a try and stay tuned for more Research Agent tutorials this week!👀

🌟Big thanks to Cassidy power user Sara Davison for highlighting the transformative potential of our platform! Sara’s insights echo what we've heard from many of our users—once you experience the power of a real-time, context-aware AI, there's simply no going back. Cassidy is designed to empower businesses with the full, immediate context they need to make swift, informed decisions. It’s users like Sara who inspire us daily and affirm the value of our product. We're here to change how businesses operate, making every process more intelligent and data-driven. Ready to discover how Cassidy can transform your business? Learn more at cassidyai.com 📈

📢 New Integration Alert: Cassidy Now Connects with OneDrive! With this new integration, you can effortlessly connect your OneDrive files to Cassidy's Knowledge Base, making it easier to pull in important documents, automate tasks, and keep your data all in one place.🎉

⏳ Industry research doesn't have to be a time sink. With Cassidy's AI Research Agents and workflows, you can generate comprehensive reports in just minutes—no more hours spent digging for data. These workflows are also entirely customizable. We built one that takes in an industry and autonomously complies: 📊 Key market trends and statistics 📰 Relevant news from the past few months 🏢 Competitor landscapes with decision-makers and company offerings Check it out in action👇

🎉 Cassidy just got even better for HubSpot users! We’ve just rolled out new HubSpot triggers for workflows in Cassidy, so you can automatically kick off workflows whenever key actions happen in your HubSpot account. Now you can keep your workflows in sync and respond to important changes in real-time—helping you stay on top of your sales, marketing, and customer success efforts without lifting a finger.💥

🤝Transform Sales Outreach with Cassidy’s Research Agents In the fast-paced world of sales, personalization is key. Cassidy streamlines the process by integrating insights from a company's 10K report directly into personalized email campaigns. Here's how: 🔍Comprehensive Research: With just a company name and website URL, Cassidy’s Research Agents quickly extract critical data, including insights from a 10K report. 📧Tailored Outreach: Research Agents identify key decision-makers and craft personalized emails that resonate with each recipient, leveraging their specific business needs and challenges. 📝AI-Powered Drafting: Our AI Sales Support Assistant drafts these emails in your brand voice, effectively communicating your value proposition. See it in action👇

🚀 Lexer Responds to RFPs 5x Faster with Cassidy Faced with a growing volume of RFPs and customer inquiries, Lexer’s Head of Sales, Aaron Luxmoore, needed a faster way to respond. Enter Cassidy’s AI-powered assistants. By integrating Cassidy with their existing tools like Slack and Notion, Lexer built an RFP assistant that extracts, answers, and verifies questions in seconds—cutting response time by 5x. Now, Lexer’s team can focus on closing deals instead of being buried in manual tasks. Read more here: https://lnkd.in/e2ivi8hg

👀You’ve seen how Cassidy’s AI Research Agents can save you hours of research—now, let’s take a look behind the scenes. Research Agents don’t just perform tasks autonomously—they also give you full visibility into how they work. You can review every step they take, understand their reasoning, and even fine-tune the instructions to ensure they deliver exactly what you need. With Cassidy’s Research Agents, you get the perfect balance of AI autonomy and the ability to customize results to suit your needs!

📢 Curious about how AI automation can help simplify your work? Join Justin Fineberg this Friday for Cassidy's Introduction to AI Automation Webinar! Whether you're new to automation or looking to optimize your processes, this session is the perfect opportunity to get hands-on guidance and explore all that Cassidy has to offer. 🗓️ This Friday, 10/18 ⏰ 11am EDT 👉 https://lnkd.in/ece2CNhc

🕵️Turn hours of research into minutes with Cassidy’s AI Research Agents! With just a few simple instructions Research Agents can autonomously perform different tasks so you don’t have to. ✅ Navigate the web ✅ Find LinkedIn profiles ✅ Analyze websites ✅ Identify decision-makers ✅ Find competitors And so much more! In just one example of how research agents can be deployed, we built a workflow that researches an entire industry and creates a comprehensive report featuring market overviews, competitor insights, and up-to-date news articles—all compiled in under a minute. Check it out👇