> ## 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.

# Multi-Threading Decision‑Maker Finder

> Streamline your sales process with verified contacts and improved meeting conversion.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/multi-threading-decision-maker-finder-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=25756004247e7753f12b0980d2460c74" alt="Multi-Threading Decision‑Maker Finder" width="1920" height="1080" data-path="images/use-cases/multi-threading-decision-maker-finder-img-0.png" />
</Frame>

## What does this mean?

Enables faster, broader multi-threading with the right people from day one—improving coverage, meeting conversion, and deal momentum without manual research.

Identifies the full buying committee by searching for target roles and stakeholders (economic buyers, champions, influencers) across company sites, LinkedIn, and public data, then compiles verified contacts with titles and emails and adds any gaps to your CRM.

## Workflow steps

<Steps>
  <Step title="Trigger on new deal or account">
    The Workflow activates when a new opportunity is created or an account is added in Salesforce, HubSpot, or through a manual trigger with inputs like company name and target roles.
  </Step>

  <Step title="Research the buying committee">
    Cassidy searches company websites, LinkedIn, and public data sources to identify stakeholders across the buying committee—economic buyers, champions, influencers, and blockers relevant to your deal.
  </Step>

  <Step title="Compile and verify contacts">
    The Workflow reviews each identified stakeholder, pulling verified contact details including titles, departments, and email addresses, then organizes the results into a structured list.
  </Step>

  <Step title="Identify gaps in CRM coverage">
    Cassidy compares the compiled buying committee against existing contacts in your CRM to flag missing stakeholders and incomplete records that could slow your deal.
  </Step>

  <Step title="Update CRM with new contacts">
    New contacts and updated information are pushed directly to your CRM, ensuring your account record reflects the full buying committee from day one.
  </Step>

  <Step title="Notify the sales rep">
    The Workflow sends a summary to the account owner—via Slack, Microsoft Teams, or email—with the complete stakeholder map and recommended next steps for multi-threading outreach.
  </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>