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Choose a focused first project that solves a real problem for your team and gives you a clear way to measure success.

What you’ll learn

  • How to define a use case by its input, transformation, and output
  • How to prioritize frequent, patterned work with a clear definition of done
  • How to separate meaningful human judgment from moving, formatting, summarizing, or drafting information

Put it into practice

1

Define the task

Describe the task in one sentence. Include what starts it and what a completed result looks like.
2

Measure the opportunity

Record how often the task happens, how long it takes, and where people add meaningful judgment instead of simply transforming information.
3

Choose a focused starting point

Pick a frequent task with a clear output that uses information your team already has. Build a prototype, gather feedback, and refine it.

Browse Cassidy use cases

Explore practical ideas organized by business function.

Set up your Knowledge Base

Add the company context behind your use case.