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AI Engineering Knowledge Capture Agent for Niche Industrial Equipment Manufacturers

Unify PLM/ERP/CMMS to capture tribal knowledge and auto-generate SOPs for OEMs
Overview
Custom solution
Workflow

Automating Engineering Knowledge Capture with AI

Automate your entire engineering knowledge capture workflow—from PLM/ERP/CMMS unification and tribal knowledge extraction to SOP generation and change propagation.
001
Build a Unified Digital Thread Across Systems

The agent connects PLM, ERP, and CMMS data to create a single source of truth that links as-designed, as-planned, as-built, and as-maintained states—eliminating silos and reconciling EBOM, MBOM, and SBOM automatically.

002
Capture Tribal Knowledge Before It Walks Out the Door

AI-powered extraction transforms SME notes, service reports, photos, and legacy PDFs into structured, reusable knowledge assets—complete with torque specs, failure codes, and configuration-specific context tied to parts and serials.

003
Auto-Generate and Maintain Controlled SOPs

The system produces manufacturing work instructions, troubleshooting guides, and PM task plans directly from model data and captured knowledge—then automatically updates them when ECNs impact downstream documentation.

How Cassidy automates using AI

Step 1: Connect and unify source systems

Cassidy integrates with your PLM, ERP, and CMMS to ingest product data, BOMs, routings, work orders, and failure codes—normalizing identities and building a linked digital thread across all lifecycle states.

Step 2: Extract and structure tribal knowledge

The Workflow processes unstructured content—legacy PDFs, SME notes, service reports, photos, and videos—using AI to extract entities like parts, tools, torques, tolerances, and failure modes, then links them to your knowledge graph.

Step 3: Generate controlled documentation

Cassidy auto-drafts SOPs, work instructions, troubleshooting guides, and PM task plans from your unified data—embedding 3D views, PMI callouts, and configuration-specific applicability by serial range.

Step 4: Propagate changes automatically

When an ECN is approved in PLM, Cassidy runs impact analysis across all dependent documentation, flags affected SOPs and job plans, and generates updated versions with traceable lineage and revision history.

Step 5: Deliver and capture feedback

Controlled content publishes to your CMMS, mobile apps, or shop floor systems. Technician annotations, deviation notes, and execution traces flow back into Cassidy's Knowledge Base—closing the loop and continuously improving your documentation.

Implement it inside your company

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A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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