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Discover how teams use Cassidy to automate work, surface insights, and get more done. Browse by department to find Agents and Workflows you can set up in minutes.

Sales

Lead scoring, personalized outreach, call coaching, pipeline analysis, and CRM enrichment.

Customer Support

Auto-respond to tickets, triage bugs, route issues, and build help center content.

Marketing

On-brand content drafting, SEO optimization, social repurposing, and competitive intelligence.

Operations

Meeting prep, SOP generation, onboarding, internal search, and scheduling automation.

RFP

Score RFPs, extract requirements, draft responses, grade submissions, and route sections.

Customer Success

Health tracking, QBR prep, expansion signals, and account transition monitoring.

Research & Intelligence

Company research, competitor analysis, industry news, and data-driven insights.

Legal & Compliance

Contract review, redline recommendations, DPA analysis, and regulatory tracking.

Product

PRD drafting, bug triage, feature extraction, release notes, and user story creation.

HR & Recruiting

Job descriptions, candidate outreach, resume screening, and interview prep.