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Spec Normalization and Compliance Selection

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What does this mean?

Sales and engineering align on the first pass, shorten quoting cycles, reduce rework and compliance risk, and keep selections consistently documented and searchable. Ingests customer spec sheets, price lists, and requirements in any format, normalizes terminology into a shared sales–engineering dictionary, extracts key attributes into structured tables, runs API-based calculations and standards checks, generates customer-ready validation summaries, prompts for missing inputs, and syncs approved configurations to the CRM and Knowledge Base.

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Workflow steps

1

Ingest customer documents

The Workflow activates when customer spec sheets, price lists, or requirements are uploaded—whether manually, from SharePoint, Google Drive, or integrated directly with your systems. Cassidy accepts files in any format and prepares them for processing.
2

Normalize terminology

Cassidy translates varied customer language into your shared sales–engineering dictionary. This ensures everyone speaks the same language, eliminating confusion between teams.
3

Extract key attributes

Cassidy parses the normalized documents and pulls critical specifications into structured tables—product codes, quantities, tolerances, compliance requirements, and other configurable attributes ready for validation.
4

Run calculations and standards checks

The Workflow connects with your external calculation engines and standards databases, verifying that configurations meet technical requirements and compliance thresholds.
5

Flag missing inputs

If the Workflow detects gaps—missing specs, unclear requirements, or incomplete data—it prompts the appropriate team member for human-in-the-loop approval before proceeding.
6

Generate validation summary

Once all checks pass, Cassidy creates a customer-ready validation summary documenting the normalized specs, compliance status, and approved configuration details.
7

Sync to CRM and Knowledge Base

The Workflow logs the approved configuration to your CRM and stores the documentation in your Knowledge Base—keeping selections consistently documented, searchable, and accessible for future quotes.

Build and configure an Agent

Create a custom Agent with tailored instructions and Knowledge Base access.

Set up your Knowledge Base

Add your company documents so Agents can reference them.