What does this mean?
Delivers timely, relevant outreach at scale with consistent quality and governance—boosting reply rates and speed‑to‑lead without adding manual work. Triggers on new leads (e.g., web signups, list uploads, event scans, partner referrals), enriches with firmographic/role/activity data, drafts a personalized first-touch email, routes to a human for quick approve/edit, then sends and logs back to the CRM with correct ownership and campaign attribution.Workflow steps
Trigger on new lead
The Workflow activates automatically when a new lead enters your CRM—whether through HubSpot, Salesforce, or connected web signups, list uploads, event scans, or partner referrals.
Enrich lead data
A Research Agent searches the web to pull firmographic details, role information, and recent activity—building a complete picture of the prospect and their company.
Draft personalized outreach
Cassidy crafts a tailored first-touch email grounded in your Knowledge Base—referencing your messaging guidelines, value props, and tone to speak directly to the lead’s context and needs.
Route for human review
The draft is sent for human-in-the-loop approval, giving a team member the chance to quickly approve, edit, or reject before any outreach goes out.
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.