AI Consulting Operations Automation Agent

How Cassidy automates using AI

Step 1: Trigger on new opportunity or RFP

The Workflow activates when a new RFP arrives via email or an opportunity is created in your CRM, automatically extracting scope, deliverables, constraints, and key dates into a structured format.

Step 2: Generate proposal and SOW

Cassidy searches your Knowledge Base for relevant templates, past proposals, and rate cards, then drafts a proposal with pricing scenarios, staffing plan, and timeline—ready for internal review.

Step 3: Match and allocate resources

The agent queries your skills matrix and availability data to recommend consultants by role, grade, location, and cost rate, then creates soft bookings and flags capacity conflicts for ops review.

Step 4: Monitor delivery and flag variances

Cassidy tracks burn against baseline budgets, detects scope creep from status updates and communications, and proactively surfaces change request recommendations when variance thresholds are exceeded.

Step 5: Automate time and expense validation

The Workflow reviews timesheet and expense submissions against project charge codes and policies, flags anomalies or miscoding, and nudges consultants with overdue entries—keeping compliance rates high.

Step 6: Assemble and route pre-bills

Cassidy compiles billing evidence based on contract rules—approved hours, milestone completion, or progress percentage—validates rates and taxes, and routes clean pre-bills to finance and client approvers.

Step 7: Reconcile revenue and generate reports

The agent posts revenue recognition entries per contract method, reconciles billed versus recognized amounts, and delivers executive dashboards with utilization, realization, margin, and WIP metrics.