AI Consulting Knowledge Management Agent

How Cassidy automates using AI

Step 1: Connect and sync knowledge sources

Cassidy's Knowledge Base integrates with your DMS, SharePoint, Confluence, and CRM to continuously ingest and update credentials, case studies, proposals, playbooks, and thought leadership—keeping your firm's knowledge current without manual uploads.

Step 2: Curate and classify assets automatically

Workflows apply your firm's taxonomy to incoming content, tagging by industry, capability, service line, asset type, and confidentiality tier while detecting duplicates and flagging stale materials for steward review.

Step 3: Enable secure, cited retrieval

When users query the Knowledge Base, Cassidy's hybrid search retrieves relevant chunks constrained by role-based access controls, then generates answers with verifiable citations linked to specific documents, sections, owners, and approval states.

Step 4: Trigger proposal assembly from CRM

A new opportunity in Salesforce triggers a Workflow that creates a proposal workspace, pulls the compliance matrix, and identifies relevant reusable blocks—credentials, methods, differentiators, and bios—matched to the pursuit's industry and requirements.

Step 5: Auto-draft sections with grounded citations

Cassidy generates section drafts grounded in approved content blocks, enforcing compliance language and brand guidelines while embedding citations to source materials that reviewers can verify before color team reviews.

Step 6: Route for Human-in-the-Loop approval

Drafted sections flow through configurable approval gates—Blue, Pink, Red, and Gold reviews—with Cassidy notifying SMEs, legal, and pricing teams via Slack or Teams and tracking feedback in a single audit trail.

Step 7: Package and capture lessons learned

Once approved, Cassidy assembles final deliverables—DOCX, PDF, orals decks, and executive summaries—applies watermarking, and after submission captures debrief insights to update the Knowledge Base for future pursuits.