AI Work Order Documentation Processing Agent
Automating Work Order Documentation Processing with AI
Capture and extract data from any document format
The Agent processes scanned work packs, handwritten technician notes, OEM manuals, and permits—extracting work order headers, materials, job steps, and failure codes with OCR and handwriting recognition.
Validate against your asset and material masters
Every extracted field is checked against your CMMS data: asset registry, functional locations, part numbers, failure taxonomies, and priority matrices—flagging exceptions for human review while high-confidence data flows through automatically.
Sync structured data directly to your CMMS
Validated work orders, job plans, material reservations, and failure codes are created or updated in your EAM system—complete with linked attachments, scheduling hints, and audit-ready documentation.
How Cassidy automates using AI
Step 1: Trigger on new document arrival
The Workflow activates when work order documentation lands in a watched folder, email dropbox, or SharePoint connector—whether it's a scanned work pack, field service report, or permit to work.
Step 2: Classify and separate documents
Cassidy identifies each document type (job plan, field report, PTW, OEM procedure) and splits multi-document PDFs into logical units, routing low-confidence classifications to planners for triage.
Step 3: Extract key fields with OCR and handwriting recognition
The Agent pulls work order headers, planning data, materials, job steps, failure codes, and compliance information—handling both printed text and handwritten technician notes.
Step 4: Validate against your Knowledge Base and master data
Cassidy checks every extracted field against your asset registry, material master, failure taxonomies, and business rules stored in the Knowledge Base—normalizing units, dates, and codes to your enterprise standards.
Step 5: Route exceptions for human review
Low-confidence extractions and validation failures surface in a review queue where planners see the original document snippet alongside suggested values and alternatives—with every edit captured for audit.
Step 6: Create or update records in your CMMS
Validated data syncs to your EAM system via API—creating work orders, job plans, material reservations, and failure postings with linked attachments and scheduling hints ready for backlog grooming.
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
