AI Automations for Sales Enablement Teams

Discover how teams use Cassidy to build powerful assistants and automate high-impact workflows across Sales Enablement.

Draft compelling sales emails based on 10-K reports

Take any public company's 10-K to write targeted messaging towards key decision makers.
Sales Enablement

Automate preparation for daily sales meetings

Generate sales meeting prep and automatically deliver comprehensive daily summaries so reps enter every call fully informed and confident.
Sales Enablement

Auto-enrich leads in your CRM software

Connect Cassidy to 20+ different CRMs to auto-enrich information about the person and company.
Sales Enablement

Find key decision-makers to multithread sales deals

Automatically research companies, identify key decision-makers, and populate your CRM with comprehensive data to enhance multi-threading efforts.
Sales Enablement

Automatically transcribe, save, and query meeting notes

Cassidy captures and organizes your meetings so your team can search, summarize, and act on discussions with ease.
Sales Enablement

Unlock a new era of AI automations

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