What does this mean?
Gives teams an authoritative, ready‑to‑use view of a target company—speeding account planning, partner evaluation, and strategic decisions without manual digging.
How it works?
Autonomously compiles a current company profile by researching credible news, investor materials, regulatory filings, and the company’s site to surface customers, executives, product lines, go‑to‑market motions, partnerships, and competitive positioning—returned as a structured dossier with inline citations.
Workflow steps
Step 1: Trigger on demand
The Workflow starts via a manual trigger when a team member enters the target company name—kicking off research for account planning, partner evaluation, or competitive analysis.
Step 2: Research company from credible sources
Cassidy's Research Agent searches and navigates the web to gather current information from news outlets, investor materials, regulatory filings, and the company's own website.
Step 3: Extract key intelligence
Using the research findings, the Workflow identifies and organizes critical details: key executives, customer base, product lines, go-to-market motions, partnerships, and competitive positioning.
Step 4: Compile structured dossier
Cassidy combines all gathered intelligence into a comprehensive, structured dossier—complete with inline citations so every data point traces back to its source.
Step 5: Export and deliver
The finished dossier is exported as a Microsoft Word document or sent directly to the requesting team member, ready for immediate use in strategic decisions.