AI Offer Communication Drafting Agent

How Cassidy automates offer workflows using AI

Step 1: Trigger on offer stage or approval request

The Workflow activates when a candidate moves to the Offer stage in your ATS, a hiring manager requests an offer, or a counteroffer requires a revised package.

Step 2: Pull candidate and compensation data

Cassidy connects to your ATS and compensation systems to retrieve requisition details, candidate information, proposed comp package, location differentials, equity grants, and any policy flags like visa sponsorship or remote work exceptions.

Step 3: Validate compensation and assemble the package

The Workflow checks proposed compensation against band guidelines and internal parity, computes OTE and vesting schedules, and flags any exceptions that require additional approvals—all before drafting begins.

Step 4: Generate approval packet and route for sign-off

Cassidy assembles a complete approval summary with candidate profile, comp breakdown, interview signals, and rationale, then routes it through your configured approval chain with SLA tracking and escalation reminders.

Step 5: Draft offer communications from your Knowledge Base

Once approved, Cassidy pulls from your jurisdictional templates and brand guidelines to generate the offer letter, summary email, verbal offer talking points, and benefits snapshot—each with accurate merge fields and conditional clauses.

Step 6: Deliver and track candidate response

The Workflow sends offer materials through your preferred channels, triggers e-signature collection, and manages sequenced follow-ups and deadline reminders. Human-in-the-Loop review ensures recruiters can personalize before any communication goes out.

Step 7: Sync acceptance and hand off to onboarding

When the candidate accepts, Cassidy updates your ATS, triggers background check orders, pushes final data to your HRIS, and initiates onboarding workflows—maintaining a complete audit trail throughout.