> ## 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.

# Company Deep‑Dive Dossier

> Get an authoritative, ready-to-use view of a target company, compiled autonomously from credible sources to speed up your strategic decisions.

<Frame>
  <img src="https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/company-deep-dive-dossier-img-0.png?fit=max&auto=format&n=sYy-vNuqpU0xqerK&q=85&s=6d3d0ff8a7bae2c49b5cb342e846814a" alt="Company Deep‑Dive Dossier" width="1920" height="1080" data-path="images/use-cases/company-deep-dive-dossier-img-0.png" />
</Frame>

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Export and deliver">
    The finished dossier is exported as a Microsoft Word document or sent directly to the requesting team member, ready for immediate use in strategic decisions.
  </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>