Generate business briefs with the AI Assistant
Turn any business record into a researched brief, talking points or a proposal draft in seconds.
AI Assistant
The AI Assistant writes documents about each business using what Leadiy knows about them and what you told us about your work. Pick a format and depth, add a quick instruction, and get a document grounded in the actual record - not a generic template.
Choose a business
Select a business - from a search, a lead list, or Opportunity Finder. The more Leadiy knows about it (from enrichment or scoring), the more specific the document.
Pick format, depth & language
Choose the format (business brief, talking points, meeting prep, competitor snapshot, market summary or proposal draft), the depth (executive, concise, detailed, analytical) and one of 20+ languages.
Tip: Add a short instruction like "focus on the booking gap, keep it under a page" to steer the draft.
Generate
Click Generate. The AI drafts a document tailored to that business and your offer, pulling in the record and your brand profile automatically. This spends a small amount of points per generation.
Refine and save
Tweak anything you like, then copy the document, export it, or attach it straight to the deal in Pipeline. Generate variations to compare different angles.
You're done 🎉
That's the full walkthrough. Open Leadiy and try it yourself - or watch the demo above again any time.
Keep going
Rank prospects with Opportunity Finder
Let AI score and rank businesses by how much they need what you sell - so you work the best ones first.
Track deals with Pipeline
Define your stages, add the businesses you are working, assign owners, set reminders, and watch win rate - end to end.
Create reusable report templates
Build a library of on-brand report templates with merge fields - or generate one with AI.