Delivers timely, relevant outreach at scale with consistent quality and governance—boosting reply rates and speed‑to‑lead without adding manual work.

Triggers on new leads (e.g., web signups, list uploads, event scans, partner referrals), enriches with firmographic/role/activity data, drafts a personalized first-touch email, routes to a human for quick approve/edit, then sends and logs back to the CRM with correct ownership and campaign attribution.

The Workflow activates automatically when a new lead enters your CRM—whether through HubSpot, Salesforce, or connected web signups, list uploads, event scans, or partner referrals.

A Research Agent searches the web to pull firmographic details, role information, and recent activity—building a complete picture of the prospect and their company.

Cassidy crafts a tailored first-touch email grounded in your Knowledge Base—referencing your messaging guidelines, value props, and tone to speak directly to the lead's context and needs.

The draft is sent for human-in-the-loop approval, giving a team member the chance to quickly approve, edit, or reject before any outreach goes out.

Once approved, the Workflow sends the email and logs the activity back to your CRM with correct ownership and campaign attribution—keeping your pipeline accurate and fully visible.