Cassidy

We’ve been building powerful AI agents and workflows across every part of our sales process — here are some of our favorites: ???Automate daily meeting prep – Each morning, an AI assistant emails the team a sales meeting agenda, complete with attendee insights, past interactions, and talking points for every call. ???Compile meeting minutes to create a call query chatbot – All calls are transcribed and saved for this assistant to reference, so we can ask questions, get summaries, and draft informed follow-up emails in seconds. ???Identify decision-makers on new leads – When a new lead arrives, an AI research agent pinpoints the key people from the company for us to be in contact with, providing us with their LinkedIn profile and email automatically. ???Draft cold emails using deep company research – AI finds and pulls data from company 10-Ks to create personalized, high-impact emails for executives and founders. ?????Enrich leads + send personalized emails – When a lead fills out our website form, this workflow enriches their contact in our CRM and instantly drafts them a hyper-personalized intro email. ???Answer RFP questions in bulk – AI reads RFPs in any format and automatically generates responses based on our past answers and company knowledge.

AI Assistants are incredibly effective... especially when they have the context of your company in mind ?? Here are a few of our favorites for keeping your team aligned, focused, and crushing goals??

"An AI Assistant that works like a real team member" ?? ??

Creating a strong LinkedIn strategy—especially for company accounts—can be tough. That’s why having an optimized, tailored plan is key! Instead of manually looking through your company account and spending hours researching successful strategies, we've built a workflow to do it all: ? Analyze your current posts & account ? Provide a strategic framework ? Suggest the best posting cadence & timing ? Brainstorm engaging content ideas ? Guide you through implementation Check out how it works ??

Our Assistant Directory got a little update ? Check out a refreshed page layout, and stay organized by selecting new custom icons for each of your assistants ??????

AI advancements are happening fast ?? With all the latest models we’ve made available in Cassidy, we thought it was the perfect time to share some tips on how best to use a few of our favorites. Check out our recommendations ??

This is our Sales AI Agent deployed in Slack. Our sales team can ask about past meetings, generate pricing proposals, and complete security questionnaires—all without leaving Slack. Since it’s built in Cassidy, it’s set up to: - Access all sales meeting transcripts and understand our sales process - Handle follow-up tasks for reps, like generating proposals - Proactively surface high-quality leads Just one example of how we’re using it:

Want to maximize your content reach in seconds? Check out this workflow that adjusts the tone of your marketing content... ?? Take any existing written content (blogs, articles, captions, etc.) ?? Select your desired tone ?? Define your target audience ???? Choose your social media platform and length Available now in our template library, this workflow helps marketing teams turn one piece of content into several engaging posts across platforms without the tedious manual work! Check it out ??

This is why we recommend a Cassidy implementation to virtually every business client we work with, and why we’re proud to be a Cassidy Partner. P.S. Cassidy AI also connects directly to your SharePoint drives and auto updates from them on the schedule that you decide. This is invaluable as you will know if you’ve ever tried to update your assistants manually. For Microsoft shops this well integrated tool gives true peace of mind.

We've been busy the past few months... check out a few recent updates ??