What does this mean?
Gives teams an authoritative, ready‑to‑use view of a target company—speeding account planning, partner evaluation, and strategic decisions without manual digging. Autonomously compiles a current company profile by researching credible news, investor materials, regulatory filings, and the company’s site to surface customers, executives, product lines, go‑to‑market motions, partnerships, and competitive positioning—returned as a structured dossier with inline citations.Workflow steps
Trigger on demand
The Workflow starts via a manual trigger when a team member enters the target company name—kicking off research for account planning, partner evaluation, or competitive analysis.
Research company from credible sources
Cassidy’s Research Agent searches and navigates the web to gather current information from news outlets, investor materials, regulatory filings, and the company’s own website.
Extract key intelligence
Using the research findings, the Workflow identifies and organizes critical details: key executives, customer base, product lines, go-to-market motions, partnerships, and competitive positioning.
Compile structured dossier
Cassidy combines all gathered intelligence into a comprehensive, structured dossier—complete with inline citations so every data point traces back to its source.
Related
Build and configure an Agent
Create a custom Agent with tailored instructions and Knowledge Base access.
Set up your Knowledge Base
Add your company documents so Agents can reference them.