What does this mean?
Equips teams with a current, decision-ready view of the landscape—speeding market entry, partner evaluation, and strategy planning without manual report building. Autonomously researches a selected industry by scanning credible news, analyst reports, regulatory filings, and company sites, then synthesizes a comprehensive report covering market size, trends, key players, business models, and recent moves—with inline citations and charts.Workflow steps
1
Specify the industry
The Workflow begins with a manual trigger where a team member enters the target industry or market segment they want to research—along with any focus areas like geography, company size, or specific questions to answer.
2
Research the landscape
Cassidy’s Research Agent autonomously scans credible sources across the web—news outlets, analyst reports, regulatory filings, and company sites—to gather current intelligence on the selected industry.
3
Synthesize findings into a report
Cassidy compiles the research into a comprehensive report covering market size, trends, key players, business models, and recent moves—complete with inline citations.
4
Add charts and visuals
The Workflow formats key data points into charts and visual summaries, making the report easier to scan and share with stakeholders.
5
Export and deliver
The final report is exported as a Microsoft Word document and sent via email to the requesting team member—ready for market entry planning, partner evaluation, or strategy sessions.
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.