AI Consulting Report Generation Agent

How Cassidy automates engagement workflows using AI

Step 1: Capture engagement context

The Workflow triggers when a new engagement kicks off, pulling client details, objectives, scope, stakeholders, and governance cadence from your intake form or project management system into Cassidy's Knowledge Base.

Step 2: Structure the problem and storyline

Cassidy builds a MECE issue tree and hypothesis framework from your problem statement, then drafts a strawman deck outline using SCQA/Pyramid Principle narrative structure—ready for partner review.

Step 3: Ingest and tag evidence

The Agent connects to permitted data rooms, prior deliverables, interview transcripts, and research subscriptions, normalizing content and tagging findings to the relevant hypotheses and workstreams.

Step 4: Generate exhibits and synthesis

Cassidy auto-builds first-pass charts—waterfalls, bridges, 2x2s—applying your firm's brand templates, then rolls up findings into governing thoughts with supporting implications and recommended next-step tests.

Step 5: Assemble the client-ready deck

The Workflow compiles an executive summary (answer-first, quantified impact, call to action), storylined sections with assertion titles, and a sourced appendix—all formatted to your slide master with consistent headers, footers, and exhibit numbering.

Step 6: Package pre-reads and readout materials

Cassidy generates a compressed pre-read for SteerCo, speaker notes with a timed talk track, and an anticipated Q&A pack—exportable to PowerPoint, PDF, or Google Slides.

Step 7: Review, redline, and finalize

Reviewers comment directly in the Workflow; Cassidy maintains claim-to-proof traceability throughout. Once approved, final artifacts—deck, executive memo, and evidence pack—are delivered and indexed for future reuse.