We don't build chatbots for engineers. We build the document, ticket, and compliance workflows that keep your crews productive and your regulators satisfied. Pick your segment and we'll show you what changes.
Each card is a real persona, a real day-in-the-life narrative, a real automation playbook, and a real example with a number on it. Click in to see how the platform runs inside a firm shaped like yours.
Regulated utility serving 50,000-500,000+ meters. Customer service + outage management + asset reliability + regulatory compliance is the operational stack.
Estimated annual value
70-85% outage inquiry auto-resolution + 50% reduction in CSR handle time on routine bill questions = $500k-$1.5M/yr in service capacity at a 200,000-meter utility.
Upstream operator (E&P) or midstream operator (gathering, processing, transmission). Field operations + regulatory compliance + asset integrity is the operational stack.
Estimated annual value
60-75% royalty owner inquiry auto-resolution + 80% reduction in EPA Method 21 documentation time = $400-900k/yr at a 2,000-well operator.
Solar / wind / battery storage developer or independent power producer. Site origination + permitting + interconnection + O&M is the operational stack.
Estimated annual value
0.5-1.5% generation recovery on a 500MW portfolio = $1-3M/yr + 60% reduction in O&M analyst time on routine performance review.
Engineering, procurement, construction firm serving utilities or developers. Project bidding + execution + crew dispatch + safety + commissioning is the operational stack.
Estimated annual value
Doubled bid throughput + 15-30% win rate lift = $5-15M/yr in incremental revenue at a $100M EPC.
We're not going to tell you energy & utilities is broken. You know what's broken. We're going to tell you which parts the system can run without you.
5x normal call volume during storms. AI auto-resolves outage inquiries with current OMS state.
EPA, state PUC, FERC, NERC filings draw on engineering + ops time. AI auto-assembles from operational data.
Inspection reports sit unread; degradation surfaces too late. AI continuously analyzes inspection + sensor data.
Owners wait weeks for answers. AI auto-resolves routine inquiries in minutes.
Hundreds of deliverables across dozens of agencies. AI tracks deadlines + nudges proactively.
Renewables: 5% underperformance = 5% lost revenue. AI flags within days.
One nervous system, written in your firm's language. n8n is the backbone. Zapier is the glue. Supabase + Claude is memory and reasoning. The result is a single layer that thinks, remembers, and acts on behalf of your team, without ripping out a single system you already use.
brain
n8n + Claude. Customer Q&A, regulatory filing assembly, asset condition analysis, owner relations, project documentation.
memory
Supabase. Stores customer + asset + filing + project history. CIS / OMS / GIS / SCADA / project management remain source of truth.
nervous system
Filing cycles, inspection cadences, SCADA event streams, customer requests, project deadlines.
hands
Files reports, opens work orders, sends comms, writes to project management, generates documents.
eyes
SCADA telemetry, inspection report parsing, customer inquiry intake, document parsing, satellite imagery.
The point of separating these layers is reusability. The same Brain and Memory power your client acquisition, document handling, and compliance workflows. New automations are written as new Hands , not as a new system. That's the difference between an AI Operating System and a stack of one-off Zaps.
Each entry below is a named workflow, not a category, not a promise. Every row describes what the workflow actually does in verb form, what it touches, and how it slots into your stack.
Auto-resolve routine; CSRs focus on judgment.
Customer bill + tariff Q&A assistant
Answers bill questions from usage history + tariff schedule + recent rate changes; explains in plain language.
Outage status auto-responder
Returns current restoration ETA + crew status from OMS; opens new outage tickets when premise not yet flagged.
Service request triage + dispatch
New service requests classified + routed to right field crew with priority + ETA.
Energy efficiency program triage
Inquiries about EE programs (rebates, audits, weatherization) qualified + routed.
Continuous documentation; auditor-ready.
Regulatory filing auto-assembler
Quarterly + annual filings (PUC, FERC, NERC, EPA) auto-assembled from operational data.
EPA Method 21 LDAR auto-documentation
Leak detection + repair cycles documented per EPA Method 21 from inspection data + repair work orders.
Environmental event auto-documentation
Spills, releases, exceedances documented per regulatory format with deadline tracking.
NERC reliability standard tracker
Tracks NERC reliability standard compliance evidence + filing deadlines + sub-requirements.
Continuous over reactive.
Asset condition report drafter
Drafts asset condition reports from inspection data + work order history + sensor data.
Asset integrity inspection scheduler
Schedules required inspections per regulatory + internal cadence; tracks completion.
SCADA anomaly detector
Detects anomalies in SCADA data (process exceedance, equipment degradation, alarm patterns) and surfaces to operations.
Maintenance backlog optimizer
Analyzes maintenance backlog + crew capacity + asset criticality + outage windows; surfaces optimal scheduling.
Faster, more transparent owner relationships.
Royalty owner Q&A + DOI request handler
Authenticates royalty owners; answers statement questions; intakes DOI change requests with required documents.
Landowner outreach campaign drafter
Drafts personalized landowner outreach for permitting + lease + acquisition campaigns.
Lease + ROW deadline tracker
Tracks lease + right-of-way deadlines; nudges proactively for renewal or termination decisions.
Catch underperformance early. Track every deliverable.
Operating asset performance flagger
Flags sites underperforming vs expected with hypothesis (fault, soiling, inverter, weather, curtailment).
Permitting deadline + document tracker
Tracks permitting deliverables across CEQA/NEPA + state + local agencies; nudges proactively.
Interconnection queue monitor
Monitors interconnection queue position + study deliverables + IA execution deadlines.
Tax credit + REC documentation assembler
Assembles ITC + PTC + REC + state incentive documentation per program requirements.
PPA/REC settlement reconciliation
Reconciles PPA + REC sales settlements against generation data + contract terms.
Compress project documentation; lift bid throughput.
Bid response drafter
Drafts narrative + scope + risk + schedule sections of bids from prior similar projects.
RFI response drafter
Drafts RFI responses from project documents + design files; QC engineer reviews + signs.
Submittal tracker + nudger
Tracks submittals + reviewer status; auto-nudges reviewers approaching deadline.
Change order drafter + coster
Drafts change orders from RFI thread + design changes; pulls cost data for pricing.
Commissioning package assembler
Assembles commissioning packages from test data + as-built drawings + sign-off forms.
We don't ship a 30-workflow operating system on day one, that never works. We ship in phases, each with a measurable success criterion before the next phase begins.
Phase 1 · Weeks 1-4
Success criterion
By end of Phase 1, routine customer/owner inquiries auto-resolve 60%+ and CSR/owner-relations team capacity recovered.
Phase 2 · Weeks 5-12
Success criterion
By end of Phase 2, regulatory filing engineering hours drop 60%+ and zero filing deadlines slip.
Phase 3 · Weeks 13-20
Success criterion
By end of Phase 3, asset condition surfaces continuously and operating performance gaps caught within days.
Phase 4 · Weeks 21-26
Success criterion
By end of Phase 4, bid throughput doubles and project documentation is no longer a bottleneck on execution.
Honest compliance copy beats aspirational compliance copy. Below: the frameworks we're configured to support, the controls we ship with, and the explicit boundaries, actions the AI never takes without a human signing off.
Federal + state EPA regulations for emissions, water, waste, spills. Violations carry significant penalties + permit risk.
Boundary: AI documents and reports; environmental compliance officer reviews and certifies.
Federal + state utility regulators require continuous filings + rate cases + operational reporting.
Bulk Electric System operators must demonstrate compliance with hundreds of NERC standards.
Field operations subject to OSHA + industry-specific safety regulations. Incident documentation + reporting required.
Federal lands oil & gas operations require federal agency compliance + reporting.
Energy governance is heavily regulated and safety-critical. AI handles routine documentation + customer/owner Q&A; humans approve filings, customer commitments, and any safety-relevant decisions.
| Action | Decision | Why |
|---|---|---|
| Auto-respond to customer bill question | AI | Within published tariff + customer's actual usage. |
| Auto-respond to outage status inquiry | AI | Within current OMS state. |
| Auto-respond to royalty owner statement question | AI | Within royalty system data. |
| Open work order from SCADA anomaly | AI | Within defined alarm thresholds. |
| Draft regulatory filing | AI with human approval | Always reviewed + signed by qualified engineer. |
| Draft environmental event report | AI with human approval | Always reviewed + signed by environmental compliance officer. |
| Submit regulatory filing | Human only | Always certified by responsible engineer. |
| Make a safety-critical decision (operations/maintenance) | Human only | Always operations + safety judgment. |
| Approve a rate case position | Human only | Always regulatory + executive judgment. |
Each of these is a real, measurable pilot you can run with us over a single quarter, with explicit success criteria so the answer at the end is "yes, kept" or "no, scrapped," not "maybe."
Run outage status auto-responder during one storm season. Measure auto-resolution rate + CSR capacity recovered.
Success criteria
Auto-document Method 21 cycles for one operating area for 1 quarter. Measure compliance officer time + zero-finding audits.
Success criteria
Run performance flagger across 5-10 sites for 1 quarter. Measure events caught + time-to-detection vs baseline.
Success criteria
Run royalty owner Q&A on top 500 royalty owners for 60 days. Measure auto-resolution + owner satisfaction.
Success criteria
Run bid response drafter on inbound RFPs for 1 quarter. Measure bid throughput + win rate.
Success criteria
Your firm has a system of record for a reason. We plug into it. The platform is the connective tissue between the systems you already pay for, not a competing system you have to migrate to.
Customer information system stays source of truth. We extend with intelligence + Q&A layer.
OMS stays source of truth for grid state. We extend with customer-facing outage Q&A + reporting.
GIS stays source of truth for asset locations. We extend with workflow + reporting.
Historian stays source of truth for telemetry. We extend with anomaly detection + flagging.
Project management stays source of truth. We extend with bid + RFI + submittal automation.
Operations management stays source of truth. We extend with regulatory + owner relations.
Below are the four pre-packaged engagement bundles available in energy & utilities - useful when you want a single signed PO instead of assembling the catalog. The full Energy & Utilitiespractice covers more: see the full catalog and the multi-tab coverage matrix for the department, technology, and workflow lenses.
Tell us your operation type (utility / oil & gas / renewables / EPC), scale, and the workflow that costs the most engineer/CSR time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.