Ensures seamless task execution and accountability, enhancing cross-departmental collaboration and reducing the risk of missed deadlines.

Transcribe and capture cross-functional tasks from meetings, automatically assigning owners and due dates, and integrating them into project management tools and CRMs.

The Workflow activates automatically when an operations call concludes, using the Meeting Ended trigger to capture the full conversation.

Cassidy transcribes the call and identifies cross-functional tasks, owners, and due dates from the discussion.

The Workflow extracts each task into a structured format—including task description, assigned owner, department, and deadline—ready for distribution.

Cassidy automatically creates tasks in your project management system (like Jira or Asana) with the correct assignees and due dates attached.

Relevant action items are logged to your CRM via integration, linking tasks to the appropriate accounts or contacts for full visibility across teams.

The Workflow sends a summary of action items to relevant team members via Slack or email, so everyone knows their responsibilities and deadlines without digging through notes.