AI Client Email Drafting Agent

How Cassidy automates client email drafting using AI

Step 1: Trigger on incoming email or scheduled cadence

The Workflow activates when a new client email arrives in your connected inbox, or on a scheduled interval for proactive outreach like weekly status updates or QBR invites.

Step 2: Gather account context from your Knowledge Base

Cassidy searches your Knowledge Base to pull the client's SOW, brand voice guidelines, recent meeting notes, and any open questions or decisions from previous threads—building a complete picture of the account relationship.

Step 3: Enrich with live CRM and project data

The Workflow connects to your CRM and project management tools to retrieve stakeholder details, campaign KPIs, task statuses, budget pacing, and upcoming deadlines relevant to the communication.

Step 4: Summarize threads and classify intent

Cassidy's Agent analyzes the email thread to generate a TL;DR with action items, identifies the sender's intent (approval request, scope question, escalation), and flags any SLA concerns or risks.

Step 5: Draft a personalized, on-brand reply

Using the gathered context, the Agent composes a draft tailored to the recipient's role and preferences—inserting live data, structured next steps with owners and due dates, and language that matches your agency's voice.

Step 6: Human-in-the-Loop review and send

The draft is routed to you for review, with inline suggestions for tone and clarity. Once approved, Cassidy sends the email from your mailbox, logs the activity to CRM, and schedules any follow-up sequences based on your SLA rules.