AI Consulting Workflow Automation Agent
Automating Consulting Project Coordination with AI
Eliminate Manual Reporting and Status Updates
AI agents continuously sync data across your project tools to generate weekly status summaries, RAG assessments, and SteerCo packs without copy-paste or spreadsheet wrangling.
Maintain RAID Hygiene and Governance Automatically
The system monitors risks, actions, issues, and dependencies in real time—scoring items, nudging owners, and escalating blockers according to your playbook rules.
Streamline Meeting Operations End-to-End
Automated workflows prepare agendas from open items, capture minutes and decisions during calls, update action logs, and distribute follow-ups to keep every stakeholder aligned.
How Cassidy automates using AI
Step 1: Trigger on project intake or SOW upload
The Workflow activates when a new engagement request arrives or a signed SOW is uploaded to SharePoint, Google Drive, or your document repository.
Step 2: Extract scope, milestones, and governance requirements
Cassidy parses the SOW and charter documents using your Knowledge Base to pull deliverables, billing milestones, SLAs, assumptions, and change clauses—seeding the initial workplan, RAID log, RACI matrix, and comms cadence.
Step 3: Provision workspaces and set up governance cadences
The Workflow creates project channels in Teams or Slack, provisions SharePoint or Confluence folders with naming conventions, and schedules recurring ceremonies—status calls, SteerCo meetings, and stage-gate reviews—with calendar invites and pre-read reminders.
Step 4: Monitor progress and maintain RAID hygiene
Cassidy syncs with Planner, Jira, or Asana to track task completion, flag slippage against critical path, and watch for risk signals in emails and chat. It auto-creates RAID items, assigns owners, scores impact, and escalates blockers per your defined thresholds.
Step 5: Generate status reports and SteerCo packs
On your chosen cadence, Cassidy compiles accomplishments, upcoming plans, RAG status, and decisions required into client-ready status notes and executive steering decks—pulling live data from connected systems and adding AI-generated narrative summaries.
Step 6: Human-in-the-Loop review and distribution
Before external distribution, the Workflow routes packs for PM or PMO approval. Once signed off, Cassidy publishes to stakeholder channels, archives versions, and logs approvals for audit trails.
Step 7: Manage change requests and commercial controls
When scope drift signals appear, Cassidy drafts change requests with impact assessments, routes them for approval, and links approved changes back to SOW and billing milestones—keeping commercial hygiene tight.
Step 8: Capture lessons learned and close out
At project end, the Workflow generates acceptance checklists, compiles retrospective insights, tags final deliverables with metadata, and archives everything to your Knowledge Base for future reuse.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
