Energy.
What keeps coming back to you?
A site report, a service ticket, an invoice and a bid can all describe the same asset differently. Find the work your team keeps piecing together, from project development to the customer desk.
Browse every work areaBuilt for the AI you already use.
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Claude
Copilot
Gemini
Explore the work behind the next decision.
Start with a job you recognize. Open it to see what gets prepared, the questions that remain and where a person decides.
Illustrative workflows, adapted to your own procedures and standards. Each needs to be scoped to your operation.
No matching examples.
Try a different job or record, or describe work we have not shown.
Describe your jobProjects and commercial records
Put the next project meeting on a shared set of facts.
A project review is due and engineering, procurement and site updates disagree.A milestone brief with deliverables, source dates, blockers and questions for each owner.
The milestone meeting, with the missing evidence visible.
- Bring these each run
- Approved milestone plan, progress notes, delivery records and budget snapshot.
- The person decides
- The project manager confirms status and decides what must change.
- Keep the exceptions visible
- Unconfirmed completion, outdated schedules and missing approvals stay open.
- Work it connects
- Development, engineering, procurement and project leadership.
A solar or wind project receives a revised resource or production report.An input comparison showing measurement periods, units, loss assumptions and unexplained changes.
The yield assumptions, with their sources attached.
- Bring these each run
- Resource datasets, equipment specifications, supplied yield reports and assumptions register.
- The person decides
- The resource engineer accepts the inputs and decides whether modeling needs revision.
- Keep the exceptions visible
- Missing measurements and inconsistent units remain flagged; the packet makes no investment recommendation.
- Work it connects
- Development, engineering and project finance.
An offtake agreement or amendment moves into administration.A draft calendar of stated delivery, reporting and review dates with document references.
Commercial dates ready for the project desk.
- Bring these each run
- Executed agreement, amendments, project dates and counsel-approved term summary.
- The person decides
- The commercial manager confirms the calendar; counsel resolves ambiguous obligations.
- Keep the exceptions visible
- Conditional dates, missing exhibits and conflicting amendments remain unresolved.
- Work it connects
- Commercial operations, project management and finance.
Field work preparation
Give supervisors the records behind a planned visit.
A maintenance visit is being planned for a turbine, inverter or terminal asset.A work-order packet with reported symptoms, previous visits, open parts requests and access questions.
The next service visit, with its history in one place.
- Bring these each run
- Asset IDs, maintenance logs, approved work scope and site access instructions.
- The person decides
- The maintenance supervisor approves scope, staffing and the work plan.
- Keep the exceptions visible
- Unverified condition reports and missing technical instructions go back to the responsible specialist.
- Work it connects
- Service planning, field crews and stores.
A field team prepares its briefing for an outdoor task.A comparison of supplied weather information with approved site instructions, showing missing readings and reassessment responsibilities.
Weather-sensitive work, with the briefing gaps named.
- Bring these each run
- Named task, dated forecast, measurement records and supervisor-approved weather limits.
- The person decides
- The site supervisor makes every hold, stop and restart decision.
- Keep the exceptions visible
- Stale forecasts, absent limits or the wrong measurement location require review; no threshold is invented.
- Work it connects
- Site supervision, crew leads and safety.
A technician submits notes after an inspection or repair.A draft service record linking observations, parts used, evidence and unresolved follow-up to the asset.
The visit is finished. Is the service record complete?
- Bring these each run
- Visit notes, photos, work-order fields and the team’s reporting checklist.
- The person decides
- The service supervisor verifies the record and decides whether to close the work order.
- Keep the exceptions visible
- A missing test result or sign-off stays missing; completion notes do not establish safe operation.
- Work it connects
- Field service, asset management and billing.
Asset records and maintenance
Keep equipment history useful across projects and operating sites.
New equipment, transfers or retirements need to appear in the reporting pack.A proposed register update with duplicate IDs, unmatched invoices and uncertain commissioning dates.
The asset register matched to the supporting records.
- Bring these each run
- Equipment register, purchase records, commissioning evidence and ledger export.
- The person decides
- The asset accountant approves accounting treatment; the asset manager confirms equipment identity.
- Keep the exceptions visible
- Unsupported in-service dates and component splits are returned for confirmation.
- Work it connects
- Asset management, accounting and site teams.
Several work orders describe a similar problem using different names.A grouped history by asset and symptom, with repeat visits and evidence gaps.
Recurring defects brought back to the same asset.
- Bring these each run
- Work-order export, inspection observations, asset aliases and maintenance categories.
- The person decides
- The maintenance engineer decides whether further investigation or a plan change is needed.
- Keep the exceptions visible
- Similar wording is not a diagnosis; uncertain asset matches stay separate.
- Work it connects
- Reliability, maintenance planning and field service.
A project is handing equipment over to the operating team.An indexed handover checklist for manuals, drawings, warranties, training and commissioning records.
A new asset, with a usable operations file.
- Bring these each run
- Supplier deliverables, asset list and the operator’s required-document checklist.
- The person decides
- The operations manager confirms receipt; technical leads accept the equipment and test evidence.
- Keep the exceptions visible
- Missing or superseded documents stay open; file completeness does not certify commissioning.
- Work it connects
- Project delivery, asset operations and service partners.
Billing and receivables
Make the basis of each bill visible before review.
A buyer statement differs from the energy sales ledger.A comparison of supplied volumes, periods, prices and adjustments, with source-linked discrepancies.
A settlement statement with the differences explained.
- Bring these each run
- Buyer statement, metered-volume export, agreed price inputs and approved billing rules.
- The person decides
- The settlement analyst verifies calculations and approves any dispute or accounting adjustment.
- Keep the exceptions visible
- Missing intervals, revised meter data and ambiguous pricing terms go to the analyst and commercial lead.
- Work it connects
- Settlements, metering, commercial operations and accounting.
Completed field work is ready for customer invoicing.Draft billing lines matched to approved day rates, crew time, equipment use and mobilization records.
Service charges backed by tickets and agreed rates.
- Bring these each run
- Signed service tickets, rate sheet, time records, purchase order and billing instructions.
- The person decides
- The billing manager approves quantities and charges; the account lead resolves disputed work.
- Keep the exceptions visible
- Unsigned tickets, overlapping equipment days and unsupported extras remain exceptions.
- Work it connects
- Field services, account management and finance.
The receivables review shows open project or service invoices.A collection review list and draft follow-ups distinguishing missing paperwork, disputes and possible recent payment.
Unpaid bills, with the right question prepared.
- Bring these each run
- Aging export, remittance records, billing contacts and customer correspondence.
- The person decides
- The credit controller confirms balances and approves each customer follow-up.
- Keep the exceptions visible
- Unapplied receipts and open disputes are flagged before a reminder is prepared.
- Work it connects
- Credit control, service administration and account leads.
Suppliers and site deliveries
Carry purchasing decisions through to the site records.
Suppliers price an overhaul, inspection campaign or equipment service differently.A quote comparison covering scope, exclusions, access needs, spares and stated lead times.
Maintenance quotes compared on the same scope.
- Bring these each run
- Vendor quotes, approved service specification, site constraints and purchasing criteria.
- The person decides
- The procurement lead and engineer choose the supplier and approve scope.
- Keep the exceptions visible
- Different assumptions and unsupported capability statements become clarification questions.
- Work it connects
- Procurement, maintenance engineering and site management.
A parts or contractor invoice arrives for approval.Line matches and exceptions against the order and recorded goods receipt or service confirmation.
The supplier invoice matched to what the site received.
- Bring these each run
- Invoice, purchase order, delivery receipt, acceptance record and vendor master export.
- The person decides
- Accounts payable approves payment after the site owner confirms receipt.
- Keep the exceptions visible
- Missing receipts, duplicate lines and changed payment details require separate verification.
- Work it connects
- Accounts payable, purchasing and site stores.
A fuel or equipment delivery is approaching a field location or terminal.A readiness sheet with shipment references, delivery window, receiving contacts and unresolved requirements.
Delivery paperwork ready for the receiving team.
- Bring these each run
- Dispatch notice, delivery order, receiving instructions and approved handling requirements.
- The person decides
- The logistics coordinator confirms the booking; the site lead authorizes receipt and handling.
- Keep the exceptions visible
- Conflicting quantities, access restrictions or missing handling records are escalated.
- Work it connects
- Supply chain, terminal or site operations and vendors.
Bids and market development
Bring technical evidence into commercial work without overstating it.
A customer requests a proposal for an installation or service program.A response matrix and draft sections showing evidence, exclusions and unanswered requirements.
Bid questions mapped to evidence and an owner.
- Bring these each run
- Bid package, approved service descriptions, project references and supplier quotations.
- The person decides
- The bid manager approves commitments with engineering and commercial reviewers.
- Keep the exceptions visible
- Unsupported performance claims and missing qualifications remain gaps.
- Work it connects
- Business development, engineering, estimating and commercial leadership.
A new maintenance offering needs an introduction to prospective customers.Draft outreach and a capability summary grounded in approved scope, equipment coverage and service locations.
A service offer your account team can explain.
- Bring these each run
- Offer brief, verified capability records, audience brief and brand guidance.
- The person decides
- The sales lead checks fit and evidence, then approves copy and recipients.
- Keep the exceptions visible
- Unapproved availability, savings claims and customer references are excluded.
- Work it connects
- Marketing, technical sales and service leadership.
A service contract is won and the mobilization team needs the details.A handoff brief separating agreed scope, milestones, customer contacts and open setup questions.
What sales agreed, ready for the delivery team.
- Bring these each run
- Signed scope, proposal, sales notes, site details and billing requirements.
- The person decides
- The delivery manager accepts the handoff and resolves commitments with the account lead.
- Keep the exceptions visible
- Verbal promises absent from approved documents are flagged for confirmation.
- Work it connects
- Sales, mobilization, service operations and billing.
Customer service and crew support
Prepare the people work around the operating assets.
A customer reports a missed visit, incomplete report or billing concern.A draft reply and suggested owner, with related service records and open questions.
The customer query routed with the asset context.
- Bring these each run
- Customer message, service agreement summary, ticket history and escalation procedure.
- The person decides
- The service manager sets priority and approves the response or escalation.
- Keep the exceptions visible
- Safety reports go immediately to the designated human process; technical causes are not inferred.
- Work it connects
- Customer care, field service and commercial operations.
A technician or coordinator joins a project team.A role-specific onboarding checklist with site orientation, document access and named contacts.
A new crew member’s first site, prepared.
- Bring these each run
- Role description, start date, site induction checklist and approved training requirements.
- The person decides
- The supervisor confirms readiness; authorized staff grant access and authorize field duties.
- Keep the exceptions visible
- Missing credentials or induction evidence remain open and cannot be replaced by the checklist.
- Work it connects
- People operations, site administration and crew leads.
A supervisor prepares crew coverage for an upcoming service campaign.A role-to-training matrix with missing evidence, refresher dates and questions for the training owner.
Training records lined up against planned work.
- Bring these each run
- Planned roles, company competency requirements and current training records.
- The person decides
- The competent supervisor verifies qualifications and decides assignments and training.
- Keep the exceptions visible
- An attendance record alone does not establish competence or permission to perform a task.
- Work it connects
- Training, workforce planning and field supervision.
From “I prompt it”
to “it is ready to review.”
Start with a simple version of one job. Make the preparation more automatic as the inputs, rules and review process become reliable.
On request
Bring the files or exports. Run the preparation when you need it, and review what comes back.
First, agree the useful output.
On a schedule
Prepare the review at an agreed interval, with a clear owner for exceptions and missing inputs.
Next, establish access and a review queue.
When something happens
An agreed event starts the preparation. Duplicate records, failures and retries have somewhere to go.
Then, test the trigger and recovery.
The person still approves the payment, releases the work or sends the message. Scheduling and integrations are scoped to the job.
Already have a prompt
that gets you most of the way?
That is a useful starting point. Bring the prompt, an example result and the part you still have to chase or fix.
We can start by examining what you have: its inputs, the exceptions it misses and what would make it reliable enough to hand off.
Describe what you have builtHow we build and review the work
Your way of doing the work, ready for the team.
Your project managers know which milestone needs evidence. Your field leads know which asset history matters. We capture those checks in AI workflows that prepare the next review in your team’s language.
Fully Powered Studio captures the steps, exceptions and standards in your procedures and your people's experience. They become reusable instructions, templates and checks for the next run.
Start with the records you already have.
Start with the site reports, work orders, asset registers and commercial records you approve for use in ChatGPT, Claude, Copilot or Gemini. Each workflow has a defined set of inputs and a reviewable output.
Begin with approved files and exports in your own AI workspace. Live connections and scheduled preparation can be scoped as the work becomes reliable.
AI prepares. Your people decide.
Engineers and supervisors retain operating and safety decisions. Commercial and finance leads approve terms, billing and spending. Missing evidence remains visible in the prepared work.
Test ordinary work alongside missing records, conflicting information and unusual cases. A useful output shows what it checked and what it could not assess.
Build the capability you need next.
Build a bid desk, asset-record review or service handoff from selected public methods, adapted to your equipment, contracts and reporting standards. Test it with the people who will review its output.
We select reusable methods and templates, tailor them to your organization, guide first use and refine the package with your team.
What is your
version of this?
One job is enough to start.
Describe what comes in, what you do now and what you wish would be ready without another prompt.
Prepare a discussion outline. Your answers stay in this browser tab. You can edit and copy the outline to bring to a conversation. Nothing is sent or saved.
Go straight to a fit callYour discussion outline
Edit anything below, then copy it for your conversation.
Your outline is not attached to contact links. Copy it before leaving this page.
Arrange a fit callOne recurring job.
Or a connected department.
Existing sprints, scope and pricing are on Get started. Establishing a function? Explore building a new capability.
Which job would you like ready to review?
Bring one service ticket, asset handover, billing pack or bid that takes too much reconstruction. We can use it to define the first useful workflow.