AI Owner Status Report Drafting Agent

How Cassidy automates using AI

Step 1: Trigger on reporting cadence

The Workflow activates automatically on your weekly or bi-weekly schedule—aligned to OAC meetings—or triggers manually when you need an ad-hoc update for executive briefings.

Step 2: Ingest and normalize project data

Cassidy connects to your PM platform (Procore, Autodesk Construction Cloud), schedule tool (P6, MS Project), and ERP to pull the latest logs, cost actuals, change orders, RFIs, submittals, and field reports. Data is normalized across WBS and cost codes, with freshness checks to flag stale schedule updates or incomplete logs.

Step 3: Compute KPIs and analyze variances

Cassidy calculates schedule variance against baseline, float trends, critical path status, and slipped milestones. On the cost side, it computes budget vs. forecast, EAC/ETC, contingency and allowance burn, CO exposure, and cash flow variances—cross-referencing change events to specific activities and budget lines.

Step 4: Draft narratives using your Knowledge Base

Drawing on your firm's style guides, boilerplates, and owner preferences stored in Cassidy's Knowledge Base, the Workflow generates an executive summary with health indicators and top risks, a CPM-centric schedule narrative with recovery actions, a cost narrative with contingency status, and sections covering RFI/submittal aging, safety metrics, and procurement constraints.

Step 5: Curate visuals and assemble the package

Cassidy selects progress photos from structured metadata, pairs them with scope and location context, and inserts updated charts and milestone tables. The report is assembled into a branded PDF or slide deck with appendices containing detailed logs, KPI definitions, and data lineage.

Step 6: Route for review with Human-in-the-Loop

The draft routes to your PM, superintendent, or project controls team for validation. Reviewers can redline narratives while data-sourced sections remain locked to prevent drift—maintaining audit trails for claims protection.

Step 7: Publish and distribute to stakeholders

Once approved, Cassidy publishes the final report to your document control system and distributes it to your pre-set stakeholder list ahead of the OAC meeting—ensuring owners and executives have decision-ready information on time, every cycle.