> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Asset Finder for Articles

> Editors and marketers can quickly attach the right assets without manual searching, enhancing content quality and speeding up publication.

<Frame>
  <img src="https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/asset-finder-for-articles-img-0.png?fit=max&auto=format&n=sYy-vNuqpU0xqerK&q=85&s=9bb9444bddf754fea24a50479c0a684d" alt="Asset Finder for Articles" width="1920" height="1080" data-path="images/use-cases/asset-finder-for-articles-img-0.png" />
</Frame>

## What does this mean?

Ensures commitments are tracked and delivered on time, improving accountability, follow-through, and customer confidence after every review.

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.

## Workflow steps

<Steps>
  <Step title="Trigger on meeting end">
    The Workflow activates automatically when an EBR or QBR concludes, pulling in the meeting notes and transcript directly from your connected meeting tool.
  </Step>

  <Step title="Extract action items">
    Cassidy analyzes the transcript and notes, identifying commitments, next steps, and follow-up items discussed during the review.
  </Step>

  <Step title="Assign owners and due dates">
    The Workflow parses each action item and assigns responsible owners and realistic due dates based on the context of the conversation and your team structure.
  </Step>

  <Step title="Create tasks in your task system">
    Using an API request or native integration, Cassidy automatically creates tasks in your project management tool (like Jira or Asana) with the assigned owners, due dates, and relevant context from the call.
  </Step>

  <Step title="Generate account team summary">
    The Workflow drafts a concise follow-up summary highlighting key commitments, owners, and timelines—formatted for easy scanning by the account team.
  </Step>

  <Step title="Send follow-up to account team">
    The summary is delivered via email or Slack to the account team, ensuring everyone has visibility into what was promised and who's responsible for delivery.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
