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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.

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.