AI Principal Report Generation Agent

How Cassidy automates using AI

Step 1: Trigger on reporting cadence or manual request

The Workflow activates automatically based on your governance calendarmonthly for SteerCo, quarterly for Boardor triggers on-demand when a principal requests an ad-hoc update.

Step 2: Aggregate data from delivery and finance systems

Cassidy pulls structured data from connected sources like Jira, Smartsheet, Azure DevOps, and ERP systems, while ingesting unstructured inputs from SharePoint, Confluence, and prior board packs stored in your Knowledge Base.

Step 3: Normalize and map to portfolio taxonomy

The Workflow applies your defined taxonomyinitiative to program to workstream to milestoneenforcing naming conventions, harmonizing fiscal periods, and standardizing RAG thresholds across all inputs.

Step 4: Generate dashboards and executive narrative

Cassidy auto-builds KPI scorecards, RAG heatmaps, milestone timelines with critical path markers, and budget variance analysis, then drafts the executive summary with topline deltas, key insights, and explicit decision asks in board-ready language.

Step 5: Route for Human-in-the-Loop review

Content owners and PMO leads review AI-generated drafts, with Cassidy flagging inconsistencieslike green budget status paired with red burn-rate trendsand surfacing missing owners or undocumented mitigations for correction.

Step 6: Distribute and capture meeting outcomes

Once approved, Cassidy publishes the versioned pre-read to your distribution list, then captures minutes, decisions, and action items during the governance meetingautomatically updating decision registers and syncing outcomes back to source trackers for the next cadence.