Workflows
Automate tasks with workflows, from creation to execution.
Overview of WorkflowsLearn how to use Workflows and AI automations
Creating and editing a workflowBuild and customize AI automations
Running a workflowRun AI-powered workflows in various ways
Referencing variablesUse variables to pass data between actions and prompts
TemplatesQuickly create workflows based on pre-built templates
Deploying workflows externallyIntegrate Cassidy's workflow capabilities into external applications
Creating workflow foldersOrganize your workflows
Managing Workflow permissionsControl access to your workflows
Importing CSV for bulk runsPrepare data for running workflows at scale
Importing unstructured data for bulk runs (smart import)Extract structured data from various file types
Triggers & Actions
Explore triggers and actions for generating text, sending emails, and more.
Manual Trigger
Scheduled Trigger
Webhook Trigger
Slack Message Trigger
Zapier Trigger
New Zendesk Ticket Trigger
Updated Zendesk Ticket Trigger
HubSpot Record Created Trigger
HubSpot Record Updated Trigger
Generate Text
Generate Text with Cassidy Assistant
Create Summary
Search Internet
Scrape Webpage
Search Knowledge Base
Write Company Description
Write Company Description from Email Address
Send Email
Only Continue If
Get LinkedIn Profile
Get Company Information
Extract Information
Combine Text
Summarize LinkedIn Profile
Summarize Linkedin Profile from Name and Email
Send Slack Message
Run Zapier Action
Add Comment to Zendesk Ticket
Send API Request
Save to Knowledge Base
Update HubSpot Record
Look Up HubSpot Record
Find or Create HubSpot Record
Look up Salesforce record
Update Salesforce Record
Find or Create Salesforce Record
Loop
Research Agent
Run Code
Paths
Analyze sentiment
Categorize Text