# Cassidy

## Docs

- [Build and configure an Agent](https://docs.cassidyai.com/agents/build-and-configure.md): Create your first Agent, configure instructions, tools, and brand voice — manually or with the Agent Copilot.
- [Call a Workflow](https://docs.cassidyai.com/agents/call-workflow.md): Let Agents trigger and run Workflows during conversations to automate complex tasks.
- [Artifacts](https://docs.cassidyai.com/agents/capabilities/artifacts.md): Enable Agents to create rich, interactive artifacts like documents, tables, and visualizations.
- [Browser use](https://docs.cassidyai.com/agents/capabilities/browser-use.md): Enable Agents to browse websites and interact with web pages to complete tasks.
- [Data analysis](https://docs.cassidyai.com/agents/capabilities/data-analysis.md): Enable Agents to analyze spreadsheets, CSVs, and structured data to answer questions and find insights.
- [Image generation](https://docs.cassidyai.com/agents/capabilities/image-generation.md): Enable Agents to generate images from text descriptions during conversations.
- [Overview of Capabilities](https://docs.cassidyai.com/agents/capabilities/overview.md): Learn what Agent Capabilities are and how to enable data analysis, web search, and more.
- [Web search](https://docs.cassidyai.com/agents/capabilities/web-search.md): Enable Agents to search the web for real-time information during conversations.
- [MCP servers](https://docs.cassidyai.com/agents/connectors/mcp-servers.md): Connect custom MCP servers to Cassidy so your Agents can access external systems through standardized tool interfaces.
- [Meetings Connector](https://docs.cassidyai.com/agents/connectors/meetings.md): Let Agents search meeting transcripts, read summaries, and reference specific discussions in real time.
- [Overview of Connectors](https://docs.cassidyai.com/agents/connectors/overview.md): Learn what Agent Connectors are and how they let Agents read and write data in external tools.
- [Deep research](https://docs.cassidyai.com/agents/deep-research.md): Enable and use deep research to let Agents perform thorough, multi-step research tasks.
- [Deploy via API](https://docs.cassidyai.com/agents/deploy/api.md): Integrate your Agent into any application using the Cassidy API for programmatic access.
- [Deploy via embed](https://docs.cassidyai.com/agents/deploy/embed.md): Embed your Agent on any website or app so external users can chat with it directly.
- [Deploy to Google Chat](https://docs.cassidyai.com/agents/deploy/google-chat.md): Deploy your Agent to Google Chat so your team can access it in Google Workspace.
- [Deploy to Microsoft Teams](https://docs.cassidyai.com/agents/deploy/microsoft-teams.md): Deploy your Agent to Microsoft Teams so your team can chat with it in channels and direct messages.
- [Agent knowledge](https://docs.cassidyai.com/agents/knowledge.md): Set up what your Agent knows by adding Knowledge Base search, referencing specific files, and connecting sources.
- [Overview of Agents](https://docs.cassidyai.com/agents/overview.md): Agents are AI teammates that answer questions, complete tasks, and take action across your tools — grounded in your company's knowledge.
- [Share and manage Agents](https://docs.cassidyai.com/agents/sharing-and-management.md): Manage Agent permissions, organize with folders, and publish versions.
- [Install the Chrome and Edge extension](https://docs.cassidyai.com/extensions/chrome.md): Access your Cassidy Agents from any webpage with the browser extension for Chrome and Edge.
- [Install the Outlook extension](https://docs.cassidyai.com/extensions/outlook.md): Access your Cassidy Agents directly in Outlook to draft replies, summarize threads, and automate email tasks.
- [Install the Word and Excel extension](https://docs.cassidyai.com/extensions/word-and-excel.md): Access your Cassidy Agents in Microsoft Word and Excel to generate content, answer questions, and work with your documents.
- [Chat with an Agent](https://docs.cassidyai.com/guides/chatting-with-an-agent.md): Everything you need to know about chatting: selecting Agents, uploading files, using tools, voice mode, and more.
- [Choose the right AI model](https://docs.cassidyai.com/guides/choose-ai-model.md): Compare GPT, Claude, and Gemini models to pick the best one for each task in your Agents and Workflows.
- [Create files in Cassidy](https://docs.cassidyai.com/guides/create-files.md): Generate documents, spreadsheets, and presentations through Agents, Workflows, and Chat.
- [Write effective prompts](https://docs.cassidyai.com/guides/prompt-engineering.md): Write effective prompts for Agents and Workflows to get consistent, high-quality AI outputs.
- [Getting started](https://docs.cassidyai.com/index.md): Learn how to build AI-powered automations for your team with Agents, Workflows, and your company's Knowledge Base.
- [Airtable Agent Connector](https://docs.cassidyai.com/integrations/airtable/agent-connector.md): Connect your Agent to Airtable to read and write records from your bases and tables.
- [Airtable](https://docs.cassidyai.com/integrations/airtable/overview.md): Connect Airtable to let Agents read and write records from your bases and tables.
- [Airtable for Workflows](https://docs.cassidyai.com/integrations/airtable/workflows.md): Trigger Workflows from Airtable record changes and automate record creation, updates, and deletion.
- [Asana Agent Connector](https://docs.cassidyai.com/integrations/asana/agent-connector.md): Connect your Agent to Asana to look up and manage tasks, projects, and subtasks in real time.
- [Asana](https://docs.cassidyai.com/integrations/asana/overview.md): Connect Asana to let Agents read and manage tasks, projects, and subtasks in real time.
- [Box for Knowledge Base](https://docs.cassidyai.com/integrations/box/knowledge-base.md): Import Box files and folders into your Knowledge Base for AI-powered search and context.
- [Box](https://docs.cassidyai.com/integrations/box/overview.md): Connect Box to import files into your Knowledge Base and automate file operations.
- [Box for Workflows](https://docs.cassidyai.com/integrations/box/workflows.md): Trigger Workflows from Box file events and automate file operations.
- [Coda for Knowledge Base](https://docs.cassidyai.com/integrations/coda/knowledge-base.md): Import Coda docs and tables into your Knowledge Base for AI-powered search and context.
- [Coda](https://docs.cassidyai.com/integrations/coda/overview.md): Connect Coda to import your docs and tables into Cassidy's Knowledge Base for AI search.
- [Confluence for Knowledge Base](https://docs.cassidyai.com/integrations/confluence/knowledge-base.md): Import Confluence spaces and wiki pages into your Knowledge Base for AI-powered search.
- [Confluence](https://docs.cassidyai.com/integrations/confluence/overview.md): Connect Confluence to import your team's wiki pages and documentation into Cassidy.
- [Connect multiple accounts](https://docs.cassidyai.com/integrations/connect-multiple-accounts.md): Connect more than one account from the same integration for different teams or data sources.
- [Connect non-native apps](https://docs.cassidyai.com/integrations/connect-non-native-apps.md): Use webhooks, API requests, and Zapier to connect Cassidy to apps without native integrations.
- [Gong for Knowledge Base](https://docs.cassidyai.com/integrations/gong/knowledge-base.md): Import Gong call recordings and transcripts into your Knowledge Base for AI-powered search.
- [New Gong call transcript trigger](https://docs.cassidyai.com/integrations/gong/new-call-transcript-trigger.md): Start a Workflow when a new Gong call transcript becomes available.
- [Gong](https://docs.cassidyai.com/integrations/gong/overview.md): Connect Gong to import call recordings as knowledge and trigger Workflows from new transcripts.
- [Gong for Workflows](https://docs.cassidyai.com/integrations/gong/workflows.md): Trigger Workflows when new Gong call transcripts become available.
- [Google Chrome](https://docs.cassidyai.com/integrations/google-chrome.md): Access your Cassidy Agents from any webpage with the Chrome extension.
- [Add labels to Gmail message](https://docs.cassidyai.com/integrations/google-workspace/gmail/add-labels.md): Add labels to a Gmail message as part of a Workflow.
- [Draft email with Gmail](https://docs.cassidyai.com/integrations/google-workspace/gmail/draft-email.md): Create a draft email in your Gmail account from a Workflow.
- [New email received in Gmail trigger](https://docs.cassidyai.com/integrations/google-workspace/gmail/new-email-trigger.md): Run a Workflow automatically when a new email arrives in your Gmail inbox.
- [Gmail](https://docs.cassidyai.com/integrations/google-workspace/gmail/overview.md): Connect Gmail to trigger Workflows from new emails and send, draft, or label messages.
- [Send email with Gmail](https://docs.cassidyai.com/integrations/google-workspace/gmail/send-email.md): Send or reply to an email using your Gmail account from a Workflow.
- [Gmail for Workflows](https://docs.cassidyai.com/integrations/google-workspace/gmail/workflows.md): Trigger Workflows from incoming emails and automate replies, drafts, and labeling.
- [Google Calendar Agent Connector](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/agent-connector.md): Connect your Agent to Google Calendar to view, create, and manage calendar events directly from conversations.
- [Create Google Calendar event](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/create-event.md): Create events in your Google Calendar from a Workflow.
- [Get Google Calendar events](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/get-events.md): Retrieve a list of Google Calendar events within a date range from a Workflow.
- [Get Google Calendar schedule](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/get-schedule.md): Check free/busy availability from Google Calendar in a Workflow.
- [New or updated Google Calendar event trigger](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/new-or-updated-event-trigger.md): Start a Workflow when a Google Calendar event is created or updated.
- [Google Calendar](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/overview.md): Connect Google Calendar to trigger Workflows from events and manage your schedule automatically.
- [Update Google Calendar event](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/update-event.md): Update existing Google Calendar events from a Workflow.
- [Google Calendar for Workflows](https://docs.cassidyai.com/integrations/google-workspace/google-calendar/workflows.md): Trigger Workflows from calendar events and create, update, or query events automatically.
- [Google Drive for Knowledge Base](https://docs.cassidyai.com/integrations/google-workspace/google-drive/knowledge-base.md): Import Google Drive documents and folders into your Knowledge Base for AI-powered search.
- [Google Drive](https://docs.cassidyai.com/integrations/google-workspace/google-drive/overview.md): Connect Google Drive to import documents into your Knowledge Base and automate file management.
- [Google Drive for Workflows](https://docs.cassidyai.com/integrations/google-workspace/google-drive/workflows.md): Trigger Workflows from Google Drive file changes and manage files as part of your automations.
- [Google Sheets](https://docs.cassidyai.com/integrations/google-workspace/google-sheets/overview.md): Connect Google Sheets to trigger Workflows from spreadsheet changes and manage data.
- [Google Sheets for Workflows](https://docs.cassidyai.com/integrations/google-workspace/google-sheets/workflows.md): Trigger Workflows from spreadsheet changes and read, write, or manage sheet data automatically.
- [Google Slides](https://docs.cassidyai.com/integrations/google-workspace/google-slides/overview.md): Connect Google Slides to create presentations from Workflows automatically.
- [Google Slides for Workflows](https://docs.cassidyai.com/integrations/google-workspace/google-slides/workflows.md): Create presentations and populate templates with data as part of your Workflow automations.
- [HubSpot Agent Connector](https://docs.cassidyai.com/integrations/hubspot/agent-connector.md): Let Agents query and update HubSpot records in real time during conversations.
- [Create HubSpot association](https://docs.cassidyai.com/integrations/hubspot/create-association.md): Link two HubSpot records together, such as associating a contact with a company.
- [Find associated HubSpot records](https://docs.cassidyai.com/integrations/hubspot/find-associated-records.md): Retrieve records associated with a source record in HubSpot.
- [Find or create HubSpot record](https://docs.cassidyai.com/integrations/hubspot/find-or-create-record.md): Find an existing HubSpot record or create a new one if no match is found.
- [Look up HubSpot record](https://docs.cassidyai.com/integrations/hubspot/look-up-record.md): Look up a record in HubSpot by search criteria and return its field values.
- [HubSpot](https://docs.cassidyai.com/integrations/hubspot/overview.md): Connect HubSpot for Agent Connectors and Workflow triggers and actions in Cassidy.
- [HubSpot record created trigger](https://docs.cassidyai.com/integrations/hubspot/record-created-trigger.md): Start a Workflow automatically when a new record is created in HubSpot.
- [HubSpot record updated trigger](https://docs.cassidyai.com/integrations/hubspot/record-updated-trigger.md): Start a Workflow automatically when a HubSpot record is updated.
- [Remove HubSpot association](https://docs.cassidyai.com/integrations/hubspot/remove-association.md): Remove the link between two HubSpot records in a Workflow.
- [Update HubSpot record](https://docs.cassidyai.com/integrations/hubspot/update-record.md): Update fields on an existing HubSpot record from a Workflow action.
- [HubSpot for Workflows](https://docs.cassidyai.com/integrations/hubspot/workflows.md): Trigger Workflows from HubSpot record changes and update records with AI-generated results.
- [Jira for Knowledge Base](https://docs.cassidyai.com/integrations/jira/knowledge-base.md): Import Jira projects and issues into your Knowledge Base for AI-powered search and context.
- [Jira](https://docs.cassidyai.com/integrations/jira/overview.md): Connect Jira to import project data into your Knowledge Base and automate issue management.
- [Jira for Workflows](https://docs.cassidyai.com/integrations/jira/workflows.md): Trigger Workflows from Jira issue changes and automate issue creation and management.
- [MCP](https://docs.cassidyai.com/integrations/mcp.md): Connect any external system to Cassidy Agents through the Model Context Protocol.
- [OneDrive for Knowledge Base](https://docs.cassidyai.com/integrations/microsoft-365/onedrive/knowledge-base.md): Import OneDrive files and folders into your Knowledge Base for AI-powered search and context.
- [Microsoft OneDrive](https://docs.cassidyai.com/integrations/microsoft-365/onedrive/overview.md): Connect OneDrive to import files and documents into your Cassidy Knowledge Base.
- [Add label to Outlook message](https://docs.cassidyai.com/integrations/microsoft-365/outlook/add-label.md): Add an Outlook category label to a message from a Workflow.
- [Outlook Calendar for Workflows](https://docs.cassidyai.com/integrations/microsoft-365/outlook/calendar-workflows.md): Automate calendar management with Outlook Calendar triggers and actions.
- [Create Outlook calendar event](https://docs.cassidyai.com/integrations/microsoft-365/outlook/create-calendar-event.md): Create a new event in your Outlook Calendar from a Workflow.
- [Draft email with Outlook](https://docs.cassidyai.com/integrations/microsoft-365/outlook/draft-email.md): Create a draft email in Outlook without sending it from a Workflow.
- [Get Outlook calendar events](https://docs.cassidyai.com/integrations/microsoft-365/outlook/get-calendar-events.md): Retrieve a list of Outlook Calendar events from a Workflow.
- [New Outlook calendar event trigger](https://docs.cassidyai.com/integrations/microsoft-365/outlook/new-calendar-event-trigger.md): Start a Workflow when a new event is created in your Outlook Calendar.
- [New email received in Outlook trigger](https://docs.cassidyai.com/integrations/microsoft-365/outlook/new-email-trigger.md): Start a Workflow when a new email arrives in your Outlook inbox.
- [Microsoft Outlook](https://docs.cassidyai.com/integrations/microsoft-365/outlook/overview.md): Connect Outlook to trigger Workflows from emails and manage messages automatically.
- [Reply to email with Outlook](https://docs.cassidyai.com/integrations/microsoft-365/outlook/reply-to-email.md): Reply to a specific email in an Outlook conversation thread from a Workflow.
- [Send email with Outlook](https://docs.cassidyai.com/integrations/microsoft-365/outlook/send-email.md): Send an email from your Outlook account as part of a Workflow.
- [Updated Outlook calendar event trigger](https://docs.cassidyai.com/integrations/microsoft-365/outlook/updated-calendar-event-trigger.md): Start a Workflow when an Outlook Calendar event is updated.
- [Outlook for Workflows](https://docs.cassidyai.com/integrations/microsoft-365/outlook/workflows.md): Automate email management with Outlook triggers and actions.
- [SharePoint for Knowledge Base](https://docs.cassidyai.com/integrations/microsoft-365/sharepoint/knowledge-base.md): Import SharePoint documents, sites, and pages into your Knowledge Base for AI-powered search.
- [Microsoft SharePoint](https://docs.cassidyai.com/integrations/microsoft-365/sharepoint/overview.md): Connect SharePoint to sync documents into your Knowledge Base and automate file management.
- [SharePoint for Workflows](https://docs.cassidyai.com/integrations/microsoft-365/sharepoint/workflows.md): Trigger Workflows from SharePoint file changes and manage documents as part of automations.
- [New Teams channel message trigger](https://docs.cassidyai.com/integrations/microsoft-365/teams/new-channel-message-trigger.md): Run a Workflow automatically when a message is posted in a Microsoft Teams channel.
- [New Teams chat message trigger](https://docs.cassidyai.com/integrations/microsoft-365/teams/new-chat-message-trigger.md): Run a Workflow automatically when a message is posted in a Microsoft Teams chat.
- [Microsoft Teams](https://docs.cassidyai.com/integrations/microsoft-365/teams/overview.md): Connect Teams to trigger Workflows from messages and send messages to channels or chats.
- [Send message to Teams channel](https://docs.cassidyai.com/integrations/microsoft-365/teams/send-channel-message.md): Send a message to a Microsoft Teams channel from a Workflow.
- [Send message to Teams chat](https://docs.cassidyai.com/integrations/microsoft-365/teams/send-chat-message.md): Send a message to a Microsoft Teams chat from a Workflow.
- [Teams for Workflows](https://docs.cassidyai.com/integrations/microsoft-365/teams/workflows.md): Automate messaging with Teams triggers and actions.
- [Microsoft Edge](https://docs.cassidyai.com/integrations/microsoft-edge.md): Access your Cassidy Agents from any webpage with the Edge extension.
- [Microsoft Excel](https://docs.cassidyai.com/integrations/microsoft-excel.md): Access your Cassidy Agents in Microsoft Excel to answer questions and work with spreadsheets.
- [Microsoft PowerPoint](https://docs.cassidyai.com/integrations/microsoft-powerpoint.md): Access your Cassidy Agents in Microsoft PowerPoint to generate and edit presentations.
- [Microsoft Word](https://docs.cassidyai.com/integrations/microsoft-word.md): Access your Cassidy Agents in Microsoft Word to generate content and work with documents.
- [Monday.com Agent Connector](https://docs.cassidyai.com/integrations/monday/agent-connector.md): Connect your Agent to Monday.com to read boards, manage items, post updates, and take action in real time.
- [Monday.com](https://docs.cassidyai.com/integrations/monday/overview.md): Connect Monday.com for Agent Connectors and Workflow triggers and actions in Cassidy.
- [Monday.com for Workflows](https://docs.cassidyai.com/integrations/monday/workflows.md): Trigger Workflows from Monday.com board activity and automate board, item, group, column, and update management.
- [Notion for Knowledge Base](https://docs.cassidyai.com/integrations/notion/knowledge-base.md): Import Notion pages and databases into your Knowledge Base for AI-powered search and context.
- [Notion](https://docs.cassidyai.com/integrations/notion/overview.md): Connect Notion to import pages and databases into your Cassidy Knowledge Base for AI search.
- [Overview of integrations](https://docs.cassidyai.com/integrations/overview.md): Learn about Cassidy's four integration types — Knowledge Base, Agent Connectors, Workflows, and Deploy.
- [Salesforce Agent Connector](https://docs.cassidyai.com/integrations/salesforce/agent-connector.md): Let Agents query and update Salesforce records in real time during conversations.
- [Find or create Salesforce record](https://docs.cassidyai.com/integrations/salesforce/find-or-create-record.md): Look up a Salesforce record and automatically create one if no match is found.
- [Look up Salesforce record](https://docs.cassidyai.com/integrations/salesforce/look-up-record.md): Search for Salesforce records by field criteria and return selected fields in a Workflow.
- [Salesforce](https://docs.cassidyai.com/integrations/salesforce/overview.md): Connect Salesforce for Agent Connectors and Workflow triggers and actions in Cassidy.
- [Salesforce record created trigger](https://docs.cassidyai.com/integrations/salesforce/record-created-trigger.md): Start a Workflow automatically when a new record is created in Salesforce.
- [Salesforce record updated trigger](https://docs.cassidyai.com/integrations/salesforce/record-updated-trigger.md): Start a Workflow when an existing Salesforce record is updated.
- [Update Salesforce record](https://docs.cassidyai.com/integrations/salesforce/update-record.md): Update fields on an existing Salesforce record from a Workflow action.
- [Salesforce for Workflows](https://docs.cassidyai.com/integrations/salesforce/workflows.md): Trigger Workflows from Salesforce record changes and update records with AI results.
- [ServiceNow](https://docs.cassidyai.com/integrations/servicenow/overview.md): Connect ServiceNow to import knowledge articles and let Agents query service records.
- [Deploy Agent to Slack](https://docs.cassidyai.com/integrations/slack/deploy-agent.md): Deploy your Agent to Slack so your team can chat with it directly in channels and DMs.
- [Slack for Knowledge Base](https://docs.cassidyai.com/integrations/slack/knowledge-base.md): Import Slack channels and messages into your Knowledge Base for AI-powered search and context.
- [Slack](https://docs.cassidyai.com/integrations/slack/overview.md): Connect Slack to import channels as knowledge, deploy Agents, and trigger Workflows from messages.
- [Send Slack message](https://docs.cassidyai.com/integrations/slack/send-slack-message.md): Send a message to a Slack channel, thread, or DM as part of a Workflow.
- [Slack message trigger](https://docs.cassidyai.com/integrations/slack/slack-message-trigger.md): Start a Workflow when a message is posted in a Slack channel or sent as a DM to Cassidy.
- [Slack for Workflows](https://docs.cassidyai.com/integrations/slack/workflows.md): Trigger Workflows from Slack messages and send results back to channels and DMs.
- [Snowflake Agent Connector](https://docs.cassidyai.com/integrations/snowflake/agent-connector.md): Connect your Agent to Snowflake to query your data warehouse directly from conversations.
- [Snowflake](https://docs.cassidyai.com/integrations/snowflake/overview.md): Connect Snowflake to let Agents query your data warehouse directly from conversations.
- [Sync integrations](https://docs.cassidyai.com/integrations/sync-integrations.md): Understand how Cassidy keeps your integrated data in sync and how to manage sync schedules.
- [Use webhooks](https://docs.cassidyai.com/integrations/webhooks.md): Set up webhooks to trigger Cassidy Workflows from any external system that can send HTTP requests.
- [Zapier](https://docs.cassidyai.com/integrations/zapier/overview.md): Connect Zapier to trigger Cassidy Workflows from thousands of apps and send results back.
- [Run Zapier action](https://docs.cassidyai.com/integrations/zapier/run-zapier-action.md): Send data from a Cassidy Workflow to any Zapier-connected app.
- [Zapier for Workflows](https://docs.cassidyai.com/integrations/zapier/workflows.md): Trigger Workflows from any Zapier-connected app and send results back via Zapier actions.
- [Zapier trigger](https://docs.cassidyai.com/integrations/zapier/zapier-trigger.md): Start a Cassidy Workflow from any Zapier-connected app event.
- [Add comment to Zendesk ticket](https://docs.cassidyai.com/integrations/zendesk/add-comment.md): Add a comment to a Zendesk ticket as part of a Workflow.
- [Zendesk for Knowledge Base](https://docs.cassidyai.com/integrations/zendesk/knowledge-base.md): Sync Zendesk help center articles into your Knowledge Base for AI-powered search and context.
- [New Zendesk ticket trigger](https://docs.cassidyai.com/integrations/zendesk/new-ticket-trigger.md): Run a Workflow automatically when a new Zendesk ticket is created.
- [Zendesk](https://docs.cassidyai.com/integrations/zendesk/overview.md): Connect Zendesk to sync help center content and trigger Workflows from new or updated tickets.
- [Updated Zendesk ticket trigger](https://docs.cassidyai.com/integrations/zendesk/updated-ticket-trigger.md): Run a Workflow automatically when a Zendesk ticket is updated.
- [Zendesk for Workflows](https://docs.cassidyai.com/integrations/zendesk/workflows.md): Trigger Workflows from Zendesk tickets and post comments back automatically.
- [Answer Hubs](https://docs.cassidyai.com/knowledge-base/answer-hubs.md): Create focused Q&A hubs that let your team quickly find answers from your Knowledge Base.
- [Overview of Knowledge Base](https://docs.cassidyai.com/knowledge-base/overview.md): Understand how the Knowledge Base powers your Agents and Workflows with your company's knowledge.
- [Permissions and structure](https://docs.cassidyai.com/knowledge-base/permissions-and-structure.md): Organize your Knowledge Base with collections and folders, and control who can access what.
- [Set up your Knowledge Base](https://docs.cassidyai.com/knowledge-base/setup.md): Upload documents and folders, import websites, and connect integrations to build your Knowledge Base.
- [Verify documents](https://docs.cassidyai.com/knowledge-base/verify-documents.md): Review and verify documents in your Knowledge Base to ensure Agents use accurate information.
- [Create and share meeting clips](https://docs.cassidyai.com/meetings/clips.md): Clip key moments from meeting recordings, share them with teammates, and chat with the clip's transcript.
- [Comment on meetings](https://docs.cassidyai.com/meetings/comments.md): Leave comments on meeting recordings, anchor notes to specific transcript moments, mention teammates, and reply in threads.
- [Get started with Meetings](https://docs.cassidyai.com/meetings/getting-started.md): Connect your calendar, record meetings automatically, and review transcripts, summaries, and action items.
- [Chat with your meetings](https://docs.cassidyai.com/meetings/knowledge-base.md): Use the Meetings Connector on an Agent to search transcripts with citations, open one recording in Chat, or import meetings into your Knowledge Base when you need them alongside other docs.
- [Manage meeting sharing and permissions](https://docs.cassidyai.com/meetings/sharing-and-permissions.md): Control who can access meeting recordings, share individual meetings, and set up automated sharing rules.
- [Automate with meeting Workflows](https://docs.cassidyai.com/meetings/workflows.md): Trigger Workflows when a meeting ends to generate follow-ups, update your CRM, and summarize key decisions.
- [Analyze sentiment](https://docs.cassidyai.com/reference/actions/analyze-sentiment.md): Determine the sentiment of text — very negative, neutral, positive, or very positive — using AI.
- [Categorize text](https://docs.cassidyai.com/reference/actions/categorize-text.md): Classify text into categories you define using AI.
- [Combine text](https://docs.cassidyai.com/reference/actions/combine-text.md): Combine and format text from multiple sources into a single output using variables and static text.
- [Create Excel from template](https://docs.cassidyai.com/reference/actions/create-excel-from-template.md): Generate a Microsoft Excel spreadsheet from a template, filling in placeholders with Workflow data.
- [Create Knowledge Base document](https://docs.cassidyai.com/reference/actions/create-knowledge-base-document.md): Create a new document in your Knowledge Base from within a Workflow.
- [Create PowerPoint from template](https://docs.cassidyai.com/reference/actions/create-powerpoint-from-template.md): Generate a Microsoft PowerPoint presentation from a template, filling in placeholders with Workflow data.
- [Create summary](https://docs.cassidyai.com/reference/actions/create-summary.md): Summarize text content using AI, with options for length and focus area.
- [Create Word from template](https://docs.cassidyai.com/reference/actions/create-word-from-template.md): Generate a Microsoft Word document from a template, filling in placeholders with Workflow data.
- [Export as CSV](https://docs.cassidyai.com/reference/actions/export-as-csv.md): Export Workflow output as a downloadable CSV file.
- [Export as Microsoft Excel](https://docs.cassidyai.com/reference/actions/export-as-excel.md): Export Workflow output as a downloadable Microsoft Excel spreadsheet.
- [Export as PDF](https://docs.cassidyai.com/reference/actions/export-as-pdf.md): Export Workflow output as a downloadable PDF file.
- [Export as Microsoft Word](https://docs.cassidyai.com/reference/actions/export-as-word.md): Export Workflow output as a downloadable Microsoft Word document.
- [Extract information](https://docs.cassidyai.com/reference/actions/extract-information.md): Extract specific data points from text using AI, with support for structured fields and lists.
- [Generate image](https://docs.cassidyai.com/reference/actions/generate-image.md): Generate an image from a text description using AI within a Workflow.
- [Generate text](https://docs.cassidyai.com/reference/actions/generate-text.md): Generate text using an AI model with a custom prompt, optional structured output, and model settings.
- [Generate text with Agent](https://docs.cassidyai.com/reference/actions/generate-text-with-agent.md): Generate text using a Cassidy Agent, which includes Knowledge Base access, brand voice, and configured capabilities.
- [Get company information](https://docs.cassidyai.com/reference/actions/get-company-information.md): Look up company details like industry, size, location, and description from a company name or domain.
- [Get Knowledge Base file](https://docs.cassidyai.com/reference/actions/get-knowledge-base-file.md): Retrieve a specific file from your Knowledge Base to use in a Workflow.
- [Get Knowledge Base folder contents](https://docs.cassidyai.com/reference/actions/get-knowledge-base-folder-contents.md): Retrieve the list of files within a Knowledge Base folder to use in a Workflow.
- [Get LinkedIn profile](https://docs.cassidyai.com/reference/actions/get-linkedin-profile.md): Retrieve LinkedIn profile information from a LinkedIn URL.
- [Loop](https://docs.cassidyai.com/reference/actions/loop.md): Run a set of actions repeatedly over a list of items — process each item individually then combine the results.
- [Only continue if](https://docs.cassidyai.com/reference/actions/only-continue-if.md): Stop a Workflow if specified conditions are not met — use it to filter, gate, or conditionally halt execution.
- [Paths](https://docs.cassidyai.com/reference/actions/paths.md): Branch your Workflow into multiple conditional paths based on if/then rules you define.
- [Request approval to continue](https://docs.cassidyai.com/reference/actions/request-approval.md): Pause a Workflow and request approval from a team member before proceeding — use it for sign-off on sensitive actions.
- [Request input from team](https://docs.cassidyai.com/reference/actions/request-input.md): Pause a Workflow and request input from a team member before continuing — use it for human-in-the-loop steps.
- [Research Agent](https://docs.cassidyai.com/reference/actions/research-agent.md): Use an AI research agent to autonomously gather and synthesize information from the web on any topic.
- [Run code](https://docs.cassidyai.com/reference/actions/run-code.md): Execute custom JavaScript code within a Workflow to transform data, perform calculations, or implement custom logic.
- [Scrape company LinkedIn posts](https://docs.cassidyai.com/reference/actions/scrape-company-linkedin-posts.md): Retrieve recent LinkedIn posts from a company page for competitive intelligence or content research.
- [Scrape webpage](https://docs.cassidyai.com/reference/actions/scrape-webpage.md): Extract the text content from a webpage URL within a Workflow.
- [Search internet](https://docs.cassidyai.com/reference/actions/search-internet.md): Search the internet for real-time information on any topic from within a Workflow.
- [Search Knowledge Base](https://docs.cassidyai.com/reference/actions/search-knowledge-base.md): Search your Cassidy Knowledge Base for relevant information and optionally generate an AI-powered answer.
- [Send API request](https://docs.cassidyai.com/reference/actions/send-api-request.md): Send an HTTP request to any external API endpoint from within a Workflow.
- [Send email](https://docs.cassidyai.com/reference/actions/send-email.md): Send an email directly from a Workflow using Cassidy's built-in email sender.
- [Summarize LinkedIn profile](https://docs.cassidyai.com/reference/actions/summarize-linkedin-profile.md): Generate an AI summary of a LinkedIn profile from a profile URL.
- [Summarize LinkedIn profile from name and email](https://docs.cassidyai.com/reference/actions/summarize-linkedin-profile-from-name-and-email.md): Find and summarize a LinkedIn profile using a person's name and email address.
- [Translate text](https://docs.cassidyai.com/reference/actions/translate-text.md): Translate text from one language to another using AI.
- [Update Knowledge Base document](https://docs.cassidyai.com/reference/actions/update-knowledge-base-document.md): Update an existing document in your Knowledge Base from within a Workflow.
- [Upload Knowledge Base file](https://docs.cassidyai.com/reference/actions/upload-knowledge-base-file.md): Upload a file to your Knowledge Base from within a Workflow.
- [Wait / Delay](https://docs.cassidyai.com/reference/actions/wait-delay.md): Pause Workflow execution for a specified duration or until a specific date and time.
- [Write company description](https://docs.cassidyai.com/reference/actions/write-company-description.md): Generate a detailed company description from a company name or domain using AI-powered research.
- [Write company description from email](https://docs.cassidyai.com/reference/actions/write-company-description-from-email.md): Generate a company description by extracting the domain from an email address and researching the company.
- [Manual trigger](https://docs.cassidyai.com/reference/triggers/manual.md): Start a Workflow on demand with custom input fields you define.
- [Meeting ended trigger](https://docs.cassidyai.com/reference/triggers/meeting-ended.md): Automatically run a Workflow when a meeting recording ends to process transcripts, send follow-ups, or update your CRM.
- [Scheduled trigger](https://docs.cassidyai.com/reference/triggers/scheduled.md): Run a Workflow automatically on a recurring schedule — hourly, daily, weekly, or monthly.
- [Compliance](https://docs.cassidyai.com/security/compliance-overview.md): Cassidy's compliance certifications: SOC 2 Type II, HIPAA, GDPR, CCPA, and CASA.
- [Security overview](https://docs.cassidyai.com/security/data-security-policy.md): Cassidy is built for enterprise use. Here's how we keep your data secure.
- [Enterprise readiness](https://docs.cassidyai.com/security/enterprise-readiness.md): Full control over deployment, access, AI governance, and extensibility for IT and operations teams.
- [Trust center](https://docs.cassidyai.com/security/trust-center.md): Access Cassidy's real-time compliance status, audit reports, and security documentation.
- [Credit usage alerts and limits](https://docs.cassidyai.com/settings/credit-alerts-and-limits.md): Set up per-user credit limits and configure alerts to monitor your team's credit consumption.
- [Configure default Agents](https://docs.cassidyai.com/settings/default-agents.md): Set which Agents appear by default for your team when they open a new chat.
- [Configure global instructions](https://docs.cassidyai.com/settings/global-instructions.md): Set organization-wide AI behavior rules that apply to every Agent and Workflow.
- [Invite team members](https://docs.cassidyai.com/settings/invite-team-members.md): Invite colleagues to your Cassidy workspace and manage pending invitations.
- [Manage credits](https://docs.cassidyai.com/settings/manage-credits.md): Understand how Cassidy credits work, track usage, and purchase additional credits when needed.
- [Manage plans](https://docs.cassidyai.com/settings/manage-plans.md): View your current plan, compare options, and upgrade or downgrade your Cassidy subscription.
- [Monitor usage](https://docs.cassidyai.com/settings/monitor-usage.md): Track how your team uses credits, storage, and meeting hours across your Cassidy organization.
- [Manage multiple accounts](https://docs.cassidyai.com/settings/multiple-accounts.md): Set up and switch between separate Cassidy organizations for different businesses or divisions.
- [Assign roles and groups](https://docs.cassidyai.com/settings/roles-and-groups.md): Set up roles and groups to control what team members can access and manage in Cassidy.
- [Set up SSO](https://docs.cassidyai.com/settings/sso.md): Enable SAML-based Single Sign-On so your team can log in to Cassidy with your identity provider.
- [Action Items from Success Calls](https://docs.cassidyai.com/use-cases/customer-success/action-items-from-success-calls.md): Captures next steps from EBRs and QBRs directly from meeting notes and transcripts, then assigns owners and due dates in your task system with a summarized follow-up sent to the account team.
- [Client Health Tracker Alerts](https://docs.cassidyai.com/use-cases/customer-success/client-health-tracker-alerts.md): Monitors a centralized client health tracker and summarizes changes.
- [Customer Contact Transition Monitor](https://docs.cassidyai.com/use-cases/customer-success/customer-contact-transition-monitor.md): Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.
- [Customer Conversation Memory](https://docs.cassidyai.com/use-cases/customer-success/customer-conversation-memory.md): Streamline follow-up and detect risks earlier, all without manual notes.
- [Expansion Opportunity Finder](https://docs.cassidyai.com/use-cases/customer-success/expansion-opportunity-finder.md): Researches customer businesses and usage to recommend tailored cross-sell and upsell opportunities.
- [QBR Auto-Builder](https://docs.cassidyai.com/use-cases/customer-success/qbr-auto-builder.md): Transforms manual busywork into consistent, insight-rich presentations, helping identify expansion opportunities and guide account plans.
- [Bug Capture from Calls](https://docs.cassidyai.com/use-cases/customer-support/bug-capture-from-calls.md): Capturing bug reports from customer calls to create formal support tickets.
- [Bug Handling Formatter](https://docs.cassidyai.com/use-cases/customer-support/bug-handling-formatter.md): Formats bug reports from customer tickets into clear, actionable items with essential details for support teams to address.
- [Bug Triage Agent](https://docs.cassidyai.com/use-cases/customer-support/bug-triage-agent.md): Gathers and analyzes bug reports from ticketing systems, prioritizing and escalating them based on severity, impact on customers, and urgency.
- [Continuous Help Center Content Pipeline](https://docs.cassidyai.com/use-cases/customer-support/continuous-help-center-content-pipeline.md): Seamlessly transform raw notes into polished help articles.
- [Create Support Ticket from Issue Raised on Call](https://docs.cassidyai.com/use-cases/customer-support/create-support-ticket-from-issue-raised-on-call.md): Speed up issue resolution, enhance team responsiveness, and ensure customer concerns are tracked and addressed efficiently.
- [Customer Support Auto-Responder](https://docs.cassidyai.com/use-cases/customer-support/customer-support-auto-responder.md): Pulls ticket and email details, searches a Knowledge Base, and generates on-brand reply drafts.
- [Multilingual Support Replies](https://docs.cassidyai.com/use-cases/customer-support/multilingual-support-replies.md): Delivers fast, consistent, native language responses that increase CSAT and self-serve deflection while reducing agent handle time through accurate translation, localization, and tone control.
- [Sentiment-Based SLA Prioritization](https://docs.cassidyai.com/use-cases/customer-support/sentiment-based-sla-prioritization.md): Prevent churn and brand damage by prioritizing high-impact issues for faster, consistent support.
- [Support Ticket Q&A Analysis](https://docs.cassidyai.com/use-cases/customer-support/support-ticket-q-a-analysis.md): Understand trends, identify improvement areas, and mitigate risks effortlessly.
- [Ticket Context Enricher](https://docs.cassidyai.com/use-cases/customer-support/ticket-context-enricher.md): Enhances ticket resolution by providing agents with concise, source-linked summaries of requester profiles, conversation history, and account details.
- [Ticket Triage and Routing](https://docs.cassidyai.com/use-cases/customer-support/ticket-triage-and-routing.md): Accurately assigns and prioritizes tickets, ensuring faster resolutions and smoother team handoffs.
- [Use cases](https://docs.cassidyai.com/use-cases/index.md): Get inspired by what you can build with Cassidy. Browse practical examples across teams and departments.
- [Contract Redline Recommendations](https://docs.cassidyai.com/use-cases/legal/contract-redline-recommendations.md): Streamline legal and sales cycles with automated edits and rationale, ensuring consistent terms and faster deal closures.
- [Contract Version Delta Comparator](https://docs.cassidyai.com/use-cases/legal/contract-version-delta-comparator.md): Focus on what changed, speed reviews, and communicate impacts clearly to stakeholders, reducing negotiation cycles and preventing missed edits.
- [DPA Clause Reviewer](https://docs.cassidyai.com/use-cases/legal/dpa-clause-reviewer.md): Flags gaps and suggests edits to ensure consistent clause coverage, reduce negotiation cycles, and manage risk.
- [Regulatory Update Mapping](https://docs.cassidyai.com/use-cases/legal/regulatory-update-mapping.md): Stay ahead of regulatory changes with timely, centralized updates.
- [Underwriting Clause Risk Review](https://docs.cassidyai.com/use-cases/legal/underwriting-clause-risk-review.md): Accelerate and standardize underwriting decisions with automated risk analysis and obligation tracking.
- [AIDA Copy Generator](https://docs.cassidyai.com/use-cases/marketing/aida-copy-generator.md): Craft consistent, conversion-ready messaging for web pages, ads, and emails. Streamline your workflow and enhance campaign performance.
- [Asset Finder for Articles](https://docs.cassidyai.com/use-cases/marketing/asset-finder-for-articles.md): Editors and marketers can quickly attach the right assets without manual searching, enhancing content quality and speeding up publication.
- [Blog to Social Converter](https://docs.cassidyai.com/use-cases/marketing/blog-to-social-converter.md): Transform your blog posts into a continuous stream of high-performing social media content.
- [Brand Specific Style Guide Checker](https://docs.cassidyai.com/use-cases/marketing/brand-specific-style-guide-checker.md): Automate style checks, reduce errors, and preserve your brand's unique voice.
- [Campaign Performance Q&A Analysis](https://docs.cassidyai.com/use-cases/marketing/campaign-performance-q-a-analysis.md): Identify improvement areas and investment opportunities without manual spreadsheet efforts.
- [Company Profile Dossier](https://docs.cassidyai.com/use-cases/marketing/company-profile-dossier.md): Automate research by pulling firmographics, leadership, and news to highlight target segments and outreach angles.
- [Competitor Intel Digest](https://docs.cassidyai.com/use-cases/marketing/competitor-intel-digest.md): Get concise insights from competitor data delivered to your team.
- [Customer Segment Analysis Tool](https://docs.cassidyai.com/use-cases/marketing/customer-segment-analysis-tool.md): Quickly identify target segments, improving campaign precision and reducing manual analysis time.
- [Display Ad Placement Review](https://docs.cassidyai.com/use-cases/marketing/display-ad-placement-review.md): Optimize your media spend and protect your brand integrity with automated ad placement review.
- [LinkedIn Content Planner](https://docs.cassidyai.com/use-cases/marketing/linkedin-content-planner.md): Get weekly suggestions with topics, hooks, captions, and optimal publish times based on performance.
- [Marketing Asset Agent](https://docs.cassidyai.com/use-cases/marketing/marketing-asset-agent.md): Enhances creative operations by standardizing campaign specs and centralizing asset management.
- [Marketing Content Reuse Engine](https://docs.cassidyai.com/use-cases/marketing/marketing-content-reuse-engine.md): Transform one asset into many on-brand deliverables, filling calendars and campaigns without rewrites.
- [Multilingual Content Localizer](https://docs.cassidyai.com/use-cases/marketing/multilingual-content-localizer.md): Scales global content delivery with consistent terminology and voice, cutting turnaround time while improving in-region relevance and quality by ingesting approved source content.
- [Persona Development Engine](https://docs.cassidyai.com/use-cases/marketing/persona-development-engine.md): Create comprehensive personas with detailed audience segments and narrative data.
- [Research Insights Accessibility](https://docs.cassidyai.com/use-cases/marketing/research-insights-accessibility.md): Convert buried insights into actionable guidance for marketers and product teams, speeding decisions and improving personalization.
- [Review Snippet Collector](https://docs.cassidyai.com/use-cases/marketing/review-snippet-collector.md): A tool that extracts and tags short quotes from social posts and reviews to provide marketing and sales teams with credible proof points, improving content quality and speeding asset creation.
- [SEO Article Drafting](https://docs.cassidyai.com/use-cases/marketing/seo-article-drafting.md): Create structured, keyword-rich articles that rank higher and engage your target audience.
- [SEO FAQ Builder](https://docs.cassidyai.com/use-cases/marketing/seo-faq-builder.md): Scrapes existing articles and related site content to generate concise, search-optimized FAQ entries.
- [Action Items from Operations Calls](https://docs.cassidyai.com/use-cases/operations/action-items-from-operations-calls.md): Seamlessly execute tasks, boost collaboration, and avoid missed deadlines by automating meeting follow-ups.
- [Automated Scheduling and Availability Tracking](https://docs.cassidyai.com/use-cases/operations/automated-scheduling-and-availability-tracking.md): Optimize your team's productivity and reduce scheduling conflicts with intelligent, automated meeting coordination and task management based on real-time availability.
- [Automated Time Tracking from Calendar](https://docs.cassidyai.com/use-cases/operations/automated-time-tracking-from-calendar.md): Provides accurate and automated tracking of time allocation, improving billing accuracy and resource planning with minimal manual effort.
- [Daily Meeting Prep Briefs](https://docs.cassidyai.com/use-cases/operations/daily-meeting-prep-briefs.md): Pulls today’s calendar meetings, recent CRM updates, emails, and past meeting notes to compile concise briefs for each meeting, highlighting attendee details, open tasks, and outcomes from previous interactions.
- [Help Desk Knowledge Resolver](https://docs.cassidyai.com/use-cases/operations/help-desk-knowledge-resolver.md): Streamlines information access and improves response times, automating queries and escalating sensitive topics to human reviewers.
- [Internal Answer Search](https://docs.cassidyai.com/use-cases/operations/internal-answer-search.md): Empower employees with instant, accurate information, streamlining operations and boosting productivity.
- [IT Access and Request Management](https://docs.cassidyai.com/use-cases/operations/it-access-and-request-management.md): Streamline IT access with automated requests, ensuring compliance and efficiency.
- [Leadership Executive Summary](https://docs.cassidyai.com/use-cases/operations/leadership-executive-summary.md): Provides executives with comprehensive overviews and actionable insights for strategic oversight and data-driven decisions by compiling updates on operational goals, risks, and KPIs.
- [Onboarding Agents for New Employees](https://docs.cassidyai.com/use-cases/operations/onboarding-agents-for-new-employees.md): Enhance new hire integration and boost productivity through convenient direct messaging.
- [Operational Data Analysis](https://docs.cassidyai.com/use-cases/operations/operational-data-analysis.md): Empowers operations teams to make informed decisions and optimize processes by transforming questions into actionable insights.
- [Project Status and Risk Summaries](https://docs.cassidyai.com/use-cases/operations/project-status-and-risk-summaries.md): Automatically generates weekly briefs that consolidate project risks, dependencies, and key decisions, drawing from meeting notes and project management tools.
- [Searchable Meeting Memory](https://docs.cassidyai.com/use-cases/operations/searchable-meeting-memory.md): Unlock detailed meeting content effortlessly, analyze calls, and facilitate informed decision-making.
- [SOP Generator](https://docs.cassidyai.com/use-cases/operations/sop-generator.md): Automatically generates formatted Standard Operating Procedures by taking in detailed process descriptions and comparing them to existing SOPs and guidelines.
- [Standardized Meeting Minutes Writer](https://docs.cassidyai.com/use-cases/operations/standardized-meeting-minutes-writer.md): Facilitates consistent follow-through and alignment, ensuring all stakeholders are informed and accountable without manual effort by automatically generating clear, standardized meeting minutes.
- [Bug Insights Extractor](https://docs.cassidyai.com/use-cases/product/bug-insights-extractor.md): Automatically transcribes customer calls and extracts bug-related information from support tickets, creating detailed reports.
- [Bug Prioritization Engine](https://docs.cassidyai.com/use-cases/product/bug-prioritization-engine.md): Enhances development focus, streamlines communication between support and engineering teams, and improves product stability.
- [Bug Report Structurer](https://docs.cassidyai.com/use-cases/product/bug-report-structurer.md): Streamlines bug reporting for clearer, faster resolutions, enhancing team collaboration and reducing engineering effort.
- [Feature Requests from Calls](https://docs.cassidyai.com/use-cases/product/feature-requests-from-calls.md): Seamlessly integrate customer feedback into product plans, ensuring efficient prioritization and comprehensive context preservation through transcribed call analysis and backlog routing.
- [Pain Point Miner](https://docs.cassidyai.com/use-cases/product/pain-point-miner.md): Aggregates and analyzes recurring customer pain points from support tickets and meeting transcripts.
- [PRD Writer](https://docs.cassidyai.com/use-cases/product/prd-writer.md): Generates product requirements documents grounded in full context from your existing product, backlog, and roadmap.
- [Product Metrics Analyzer](https://docs.cassidyai.com/use-cases/product/product-metrics-analyzer.md): Instantly optimize engagement and test hypotheses by analyzing product usage and performance data with plain-language queries.
- [Release Notes Generator](https://docs.cassidyai.com/use-cases/product/release-notes-generator.md): Automatically generate clear, user-facing release notes and detailed internal change logs.
- [User Interview Synthesizer](https://docs.cassidyai.com/use-cases/product/user-interview-synthesizer.md): Records and transcribes calls, indexes them in a knowledge base, and lets teams query across sessions to surface recurring themes, insights, and personas with cited clips and notes.
- [User Story Creator](https://docs.cassidyai.com/use-cases/product/user-story-creator.md): Generates detailed user stories, acceptance criteria, and user journeys from concise inputs.
- [Candidate Outreach Generator](https://docs.cassidyai.com/use-cases/recruiting/candidate-outreach-generator.md): Accelerate first touch and nurture with high-quality messaging, boosting response rates and speeding up scheduling.
- [Candidate Resume Screening and Scoring](https://docs.cassidyai.com/use-cases/recruiting/candidate-resume-screening-and-scoring.md): Optimize your hiring process with AI-powered resume screening.
- [Custom Interview Question Writer](https://docs.cassidyai.com/use-cases/recruiting/custom-interview-question-writer.md): Tailored questions from job descriptions and resumes, speeding hiring decisions with higher quality interviews.
- [Interview Scorecard Summarizer](https://docs.cassidyai.com/use-cases/recruiting/interview-scorecard-summarizer.md): Transforms interview conversations and notes into structured scorecards, providing consistent, evidence-based evaluations faster, reducing bias and manual administration.
- [Job Description Builder](https://docs.cassidyai.com/use-cases/recruiting/job-description-builder.md): Produce consistent, accurate postings faster, reducing back-and-forth and speeding time to open requisition.
- [Offer Letter Composer](https://docs.cassidyai.com/use-cases/recruiting/offer-letter-composer.md): Creates compliant, role-specific letters, improving accuracy and candidate experience while reducing manual errors.
- [Recruiting Funnel Q&A Analysis](https://docs.cassidyai.com/use-cases/recruiting/recruiting-funnel-q-a-analysis.md): Answers plain language questions on hiring funnel performance.
- [Company Deep‑Dive Dossier](https://docs.cassidyai.com/use-cases/research/company-deep-dive-dossier.md): Get an authoritative, ready-to-use view of a target company, compiled autonomously from credible sources to speed up your strategic decisions.
- [Competitor Positioning Analyzer](https://docs.cassidyai.com/use-cases/research/competitor-positioning-analyzer.md): Understand competitor strategies and weaknesses.
- [Customer Voice Miner](https://docs.cassidyai.com/use-cases/research/customer-voice-miner.md): Understand customer needs and friction with a clear, data-driven view, enabling targeted fixes and roadmap alignment without manual synthesis by aggregating feedback into prioritized themes.
- [Daily Industry News Brief](https://docs.cassidyai.com/use-cases/research/daily-industry-news-brief.md): Keeping teams current with autonomous tracking, aggregation, and scheduled digests of top industry stories.
- [Industry Deep‑Dive Reports](https://docs.cassidyai.com/use-cases/research/industry-deep-dive-reports.md): Get current, decision-ready views of any industry. Speed market entry, partner evaluation, and strategy planning with autonomously researched reports.
- [Research Agent - Any Topic](https://docs.cassidyai.com/use-cases/research/research-agent-any-topic.md): Autonomously gathers and synthesizes information, delivering trustworthy insights to accelerate your research cycles.
- [Spreadsheet and CSV Insight Q&A](https://docs.cassidyai.com/use-cases/research/spreadsheet-and-csv-insight-q-a.md): Analyzes uploaded Excel or CSV files by translating plain‑language questions into the right calculations, then surfaces trends, outliers, correlations, and anomalies with clear explanations and charts.
- [SWOT Company Analyzer](https://docs.cassidyai.com/use-cases/research/swot-company-analyzer.md): Autonomously researches and compiles an evidence-backed SWOT analysis.
- [Weekly Competitor News Brief](https://docs.cassidyai.com/use-cases/research/weekly-competitor-news-brief.md): Monitors a defined competitor set, aggregates notable updates from trusted sources each week, and delivers a concise brief to email and Slack.
- [RFP Gap and Risk Review](https://docs.cassidyai.com/use-cases/rfp/rfp-gap-and-risk-review.md): Reviews incoming RFPs to surface inconsistencies, missing information, ambiguous or risky requirements, and approval-triggering exceptions.
- [RFP Go/No‑Go Scoring](https://docs.cassidyai.com/use-cases/rfp/rfp-go-no-go-scoring.md): Ingests new RFP documents, applies a custom go/no‑go rubric, and outputs a pursue/no‑bid recommendation with a scored breakdown and cited reasons.
- [RFP Requirement Extraction](https://docs.cassidyai.com/use-cases/rfp/rfp-requirement-extraction.md): Quickly assess fit, plan responses, and ensure compliant, on-format submissions by parsing lengthy RFPs to extract key details and requirements.
- [RFP Response Drafting](https://docs.cassidyai.com/use-cases/rfp/rfp-response-drafting.md): Automate RFP responses, improve accuracy, and accelerate proposal delivery.
- [RFP Response Grader](https://docs.cassidyai.com/use-cases/rfp/rfp-response-grader.md): Ingests and evaluates RFP responses against standards, providing a section-by-section scorecard.
- [RFP Section Routing](https://docs.cassidyai.com/use-cases/rfp/rfp-section-routing.md): Extracts and categorizes RFP sections, requirements, and questions, routes each to the right stakeholder or SME for approval or input when information is missing.
- [Buyer Move Alerts](https://docs.cassidyai.com/use-cases/sales/buyer-move-alerts.md): Proactively re-engage trusted relationships at new accounts to drive pipeline generation and improve meeting creation.
- [Case Study Matcher](https://docs.cassidyai.com/use-cases/sales/case-study-matcher.md): This tool searches your Knowledge Base and connected repositories to return ranked, matching customer stories tailored to each buyer’s profile.
- [Census-to-Quote Template Converter](https://docs.cassidyai.com/use-cases/sales/census-to-quote-template-converter.md): This tool transforms messy employee census files into accurate, quote-ready submissions in minutes, eliminating manual cleanup and accelerating turnaround times across all benefit lines.
- [Competitor Mention Alerts](https://docs.cassidyai.com/use-cases/sales/competitor-mention-alerts.md): Instantly alert teams to competitor mentions, gain visibility into competitive pressure, and prioritize at-risk deals.
- [Conversation Lead Qualifier](https://docs.cassidyai.com/use-cases/sales/conversation-lead-qualifier.md): Ensuring consistent, evidence-based qualification and scoring that improves forecast accuracy and pipeline hygiene while accelerating truly qualified deals by transcribing sales calls and extracting qualification signals.
- [CRM Auto-Enrichment](https://docs.cassidyai.com/use-cases/sales/crm-auto-enrichment.md): Delivering cleaner, more complete records with less manual cleanup, improving lead routing, personalization, and conversion speed while reducing bounces, duplicates, and data drift.
- [Daily Sales Call Briefs](https://docs.cassidyai.com/use-cases/sales/daily-sales-call-briefs.md): Empowering reps with concise, complete context for sharper conversations and clear next steps, by compiling all necessary information from calendar, CRM, emails, and past notes.
- [Deal and Customer Q&A](https://docs.cassidyai.com/use-cases/sales/deal-and-customer-q-a.md): Get complete context and keep deals moving smoothly by searching a unified knowledge base of client documents, contracts, and CRM records.
- [Financial Report Insight Extractor](https://docs.cassidyai.com/use-cases/sales/financial-report-insight-extractor.md): Accelerate research, inform account strategy, and power targeted outreach by extracting executive priorities, growth drivers, risks, and KPIs from financial filings.
- [Multi-Threading Decision‑Maker Finder](https://docs.cassidyai.com/use-cases/sales/multi-threading-decision-maker-finder.md): Streamline your sales process with verified contacts and improved meeting conversion.
- [New Lead Personalized Outreach Writer](https://docs.cassidyai.com/use-cases/sales/new-lead-personalized-outreach-writer.md): Automate personalized first-touch outreach to new leads, boosting reply rates and speed-to-lead.
- [New Lead Research Brief](https://docs.cassidyai.com/use-cases/sales/new-lead-research-brief.md): Automated research enriches signups from CRM, web forms, and other sources with comprehensive company insights and talking points.
- [Personalized Meeting Follow-Ups](https://docs.cassidyai.com/use-cases/sales/personalized-meeting-follow-ups.md): Reps close loops faster, maintain consistent follow-through, and keep opportunities moving without extra admin work by converting call transcripts into buyer-specific recaps.
- [Pipeline Risk Scanner](https://docs.cassidyai.com/use-cases/sales/pipeline-risk-scanner.md): Continuously analyzes open opportunities to identify and address at-risk deals.
- [Post-Call CRM Field Updates](https://docs.cassidyai.com/use-cases/sales/post-call-crm-field-updates.md): Auto-transcribes and parses notes to extract qualification elements, then incrementally updates mapped CRM fields.
- [Pricing and Packaging Recommender](https://docs.cassidyai.com/use-cases/sales/pricing-and-packaging-recommender.md): Ingests buyer needs and recommends optimal tiers and add-ons with clear rationale.
- [Real-Time Lead Scoring](https://docs.cassidyai.com/use-cases/sales/real-time-lead-scoring.md): Improve lead conversion rates and speed to engagement by focusing on the most promising leads.
- [Sales Call Action Capture](https://docs.cassidyai.com/use-cases/sales/sales-call-action-capture.md): Extracts action items from calls, assigns owners and due dates, and integrates with team systems.
- [Sales Call Coaching Analyzer](https://docs.cassidyai.com/use-cases/sales/sales-call-coaching-analyzer.md): Optimize sales coaching by automatically analyzing calls.
- [Sales Call Competitor Research](https://docs.cassidyai.com/use-cases/sales/sales-call-competitor-research.md): Detects competitor mentions on calls, then automatically researches those competitors and compiles concise counter-argument briefs, pushed to the CRM and meeting notes.
- [Sales Data Q&A Analysis](https://docs.cassidyai.com/use-cases/sales/sales-data-q-a-analysis.md): Answers plain-language questions on granular sales data by auto-querying connected files, tables, and logs, running the right calculations, and returning concise summaries with charts.
- [Sales Leadership Executive Summary](https://docs.cassidyai.com/use-cases/sales/sales-leadership-executive-summary.md): Compiles weekly summaries from CRM pipelines, forecasts, meeting transcripts, and revenue KPIs, delivering a source-linked report on progress, risks, and trends.
- [Searchable Sales Call Memory](https://docs.cassidyai.com/use-cases/sales/searchable-sales-call-memory.md): Captures and transcribes sales meetings from calendar invites, extracts next steps and MEDDICC fields, links back to call recordings and notes, and makes the content searchable with source citations in the CRM and Knowledge Base.
- [Spec Normalization and Compliance Selection](https://docs.cassidyai.com/use-cases/sales/spec-normalization-and-compliance-selection.md): Streamline quoting, reduce risks, and ensure consistent documentation for your configurations.
- [Conversation memory](https://docs.cassidyai.com/workflows/advanced/conversation-memory.md): Let Generate Text actions remember previous runs so follow-up messages carry context without starting fresh.
- [Analyze data in Workflows](https://docs.cassidyai.com/workflows/advanced/data-analysis.md): Use the Data Analysis capability on a Generate Text action to analyze files, generate charts, and create reports.
- [Configure data retention](https://docs.cassidyai.com/workflows/advanced/data-retention.md): Control how long Workflow run history is stored to meet your organization's data governance requirements.
- [Set fallback values](https://docs.cassidyai.com/workflows/advanced/fallback-values.md): Configure default values for Workflow actions so your automation continues running even when individual steps fail.
- [Hide actions from results](https://docs.cassidyai.com/workflows/advanced/hide-actions-from-results.md): Control which Workflow actions are visible to end users by hiding preprocessing steps and internal operations from the results view.
- [Use secret keys](https://docs.cassidyai.com/workflows/advanced/secret-keys.md): Securely store API keys, passwords, and sensitive values for use in Send API Request and Run Code actions.
- [Use structured output fields](https://docs.cassidyai.com/workflows/advanced/structured-output-fields.md): Define specific data fields and types so your Workflow actions produce consistently formatted, machine-readable results.
- [Utility variables](https://docs.cassidyai.com/workflows/advanced/utility-variables.md): Access metadata about the current Workflow run, the user who triggered it, and the Workflow itself for logging, personalization, and conditional logic.
- [Build a Workflow](https://docs.cassidyai.com/workflows/building.md): Create, configure, and publish AI-powered Workflows using templates, the Copilot, or a blank canvas.
- [Run Workflows in bulk](https://docs.cassidyai.com/workflows/bulk-runs.md): Import CSV files or use Smart Import to extract data from unstructured documents and run a Workflow across an entire dataset.
- [Customize the Workflow run view](https://docs.cassidyai.com/workflows/interface.md): Use the Interface tab to style the Run page, edit Manual trigger fields, and choose which values appear under Outputs after a successful run.
- [Overview of Workflows](https://docs.cassidyai.com/workflows/overview.md): Automate complex, multi-step processes with AI-powered Workflows that save time and boost productivity across your organization.
- [Run and test a Workflow](https://docs.cassidyai.com/workflows/running-and-testing.md): Execute your Workflows manually, on a schedule, or through integrations, and use the testing interface to debug each step.
- [Share and deploy Workflows](https://docs.cassidyai.com/workflows/sharing-and-deployment.md): Organize Workflows into folders, manage permissions, and deploy externally via webhooks.