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Tutorials
Instantly search deals and customer history in seconds
Sales Enablement
Automate RFPs, RFIs, and security questionnaires with AI
Sales Enablement
Enable support teams to get accurate on-demand answers to technical questions
Customer Support
Prioritize and triage customer support tickets automatically
Customer Support
Get detailed competitor insights automatically
Strategy
Enrich support tickets with customer data
Customer Support
Generate in-depth reports on any company
Strategy
Automatically transcribe, save, and query meeting notes
Sales Enablement
Auto-complete security questionnaires
Operations
Find key decision-makers to multithread sales deals
Sales Enablement
Auto-enrich leads in your CRM software
Sales Enablement
Automate preparation for daily sales meetings
Sales Enablement
Automatically format bug reports for engineering teams
Operations
Draft compelling sales emails based on 10-K reports
Sales Enablement
Answer internal questions with an AI Assistant in Slack
Operations
Answer internal questions with an AI Assistant in Microsoft Teams
Operations
Bring AI assistants to any website with Cassidy's Chrome Extension
Customer Support
Create an AI assistant to answer employee HR questions
Operations
Train and onboard new customer support representatives with an AI copilot
Customer Support
Get instant answers from AI assistants directly in your internal portals/dashboards
Operations
Embed AI assistants into external websites
Tutorials
Create in-depth reports for any industry
Operations
Generate on-demand summaries of meeting invitees to prepare for upcoming calls
Sales Enablement
Streamline team responses with verified answers
Sales Enablement
Personalize sales meeting follow-up emails to close deals faster
Sales Enablement
Research any topic on the Internet with Cassidy's Research Agents
Tutorials
Fill information gaps in your Knowledge Base
Operations
Create search engine optimized (SEO) content to get more website traffic
Marketing
Translate and localize existing content into multiple languages
Marketing
Write cold emails to prospects
Sales Enablement
Automate lead scoring in your CRM based on past deals
Sales Enablement
Auto-generate case studies from past deals
Sales Enablement
Automate hiring and interviewing
Operations
Screen resumes to identify top candidates
Operations
Gather insights on your marketing and sales reports
Operations
Perform complex data analysis on spreadsheet reports
Operations
Respond to Zendesk and help tickets automatically
Customer Support
Auto-generate daily industry news report
Strategy
Write personalized cold emails that actually sound like you
Sales Enablement
Auto-generate weekly competitor news report
Strategy
Analyze competitor offerings and positioning
Strategy
Draft replies to customer emails and tickets
Customer Support
Write on-brand content
Marketing
Repurpose blog posts into engaging social media content
Marketing
Set up Microsoft Teams AI assistant
Tutorials
Set up Slack AI assistant
Tutorials
Set up RFP response automations
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All use cases

Automate lead scoring in your CRM based on past deals

Setup a workflow that searches for a lead’s profile, information about their company, and generates a lead score on the spot.

How to use

Step 1: Select workflow template

Begin by choosing our pre-built starting point “Score Leads Automatically”.

Automatically Score Leads

Step 2: Edit prompts

Edit the lead scoring prompt to match your prospect evaluation framework and criteria.

Automatically Score Leads

Step 3: Run the workflow

Bulk run the workflow to automatically score leads based on their profile and company.

Automatically Score Leads

Explore our use cases

See all use cases
Instantly search deals and customer history in seconds
Sales Enablement

Instantly search deals and customer history in seconds

Automate RFPs, RFIs, and security questionnaires with AI
Sales Enablement

Automate RFPs, RFIs, and security questionnaires with AI

Automatically transcribe, save, and query meeting notes
Sales Enablement

Automatically transcribe, save, and query meeting notes

See all use cases

Clone our use cases and unlock new opportunities

Talk to sales

Access to the top models

Cassidy includes the top 5+ leading AI models.

Assistants

Intelligent assistants personalized to your team.

Workflows

Automate tasks with custom, data-driven workflows.

Chrome extension

Cassidy at your fingertips with browser extensions.

No model training

Unlike ChatGPT, Cassidy never trains with your data.

Enterprise-grade security

Centralized intelligence for smarter automation.
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