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Energy & Utilities Industry Workflows

Energy & Utilities Industry Workflows

50 comprehensive workflows for power generation, grid operations, renewable energy, utility services, and energy management.

Workflow Overview​

This document provides 50 comprehensive energy and utilities workflows designed for power generation facilities, grid operators, renewable energy projects, utility companies, and energy management systems. Each workflow includes automated steps, agent dependencies, and operational guidance for the energy sector.

Key Features:

  • Automated energy workflows for operational efficiency
  • Integration with energy-specialist agents (plant-engineer, grid-operator, renewable-specialist)
  • Real-time monitoring and optimization for grid stability
  • Regulatory compliance for emissions and safety standards

Phase 1: Planning​

Energy workflow implementation begins with comprehensive planning:

  1. Assess infrastructure - Review generation assets, grid systems, and monitoring capabilities
  2. Identify opportunities - Determine automation potential for operations and maintenance
  3. Map dependencies - Understand agent requirements and system integrations
  4. Prioritize workflows - Select high-impact workflows for initial deployment

Phase 2: Deployment​

Execute energy workflows across operational areas:

  1. Configure agents - Set up plant-engineer, grid-operator, and energy-specialist agents
  2. Establish integrations - Connect SCADA, DMS, market systems, and monitoring platforms
  3. Deploy workflows - Implement workflows by category (generation, grid, renewables)
  4. Train operators - Ensure operations team understands automated workflows

Phase 3: Optimization​

Continuously improve energy operations:

  1. Monitor performance - Track generation efficiency, grid reliability, and compliance metrics
  2. Gather feedback - Collect input from operators, engineers, and market participants
  3. Refine processes - Optimize workflows based on operational data
  4. Scale adoption - Expand successful workflows across facilities and systems

Inputs​

InputSourceDescription
SCADA dataPlant/Grid monitoringReal-time sensor readings, equipment status, alarms
Weather forecastsMeteorological servicesTemperature, wind, solar irradiance predictions
Market pricesISO/RTO marketsDay-ahead and real-time energy prices, ancillary services
Customer dataCIS systemsUsage patterns, billing information, service requests
Regulatory requirementsNERC, EPA, PUCReliability standards, emissions limits, rate orders

Outputs​

OutputDestinationDescription
Dispatch signalsGeneration unitsStart/stop commands, output setpoints
Meter dataBilling systemsCustomer usage for invoicing and settlements
Compliance reportsRegulatory agenciesNERC reliability, EPA emissions, utility filings
Customer communicationsCustomersBills, outage notifications, program information
Operational analyticsManagementKPIs, efficiency metrics, reliability statistics

Success Criteria​

MetricTargetMeasurement Method
Plant availability> 95%SCADA monitoring
Grid reliability (SAIDI)< 60 minutesOutage management system
Emissions compliance100%CEMS monitoring
Customer satisfaction> 85%Survey results (J.D. Power)
Renewable integrationPer RPS targetsGeneration tracking
Billing accuracy> 99.5%Exception reporting

Table of Contents​

  1. Power Generation (10 workflows)
  2. Grid Operations (10 workflows)
  3. Renewable Energy (10 workflows)
  4. Utility Customer Service (10 workflows)
  5. Energy Management (10 workflows)

Power Generation​

1. Plant Maintenance Scheduling Workflow​

Description: Coordinate scheduled maintenance for power generation equipment including turbines, boilers, and balance of plant systems.

Trigger: Maintenance schedule OR condition-based trigger

Complexity: High

Estimated Duration: 1-8 weeks depending on scope

Steps:

  1. Review equipment condition monitoring data
  2. Assess maintenance requirements and scope
  3. Develop detailed maintenance work packages
  4. Order parts and materials
  5. Coordinate contractor resources
  6. Schedule outage with grid operator
  7. Execute maintenance activities
  8. Perform quality checks and testing
  9. Return unit to service
  10. Document findings and update maintenance history

Tags: maintenance, power-plant, outage-planning, turbines, reliability

Agents: maintenance-planner, plant-engineer, outage-coordinator

2. Unit Commitment & Dispatch Workflow​

Description: Optimize power plant dispatch decisions based on market prices, fuel costs, and operational constraints.

Trigger: Day-ahead market OR real-time dispatch signal

Complexity: High

Estimated Duration: Continuous optimization

Steps:

  1. Receive market price forecasts
  2. Calculate unit heat rates and costs
  3. Model operational constraints (min/max, ramp rates)
  4. Run economic dispatch optimization
  5. Submit offers to market operator
  6. Receive dispatch instructions
  7. Coordinate unit startup/shutdown
  8. Monitor unit performance
  9. Track generation vs. schedule
  10. Settle market transactions

Tags: economic-dispatch, unit-commitment, market-operations, optimization

Agents: power-trader, plant-operator, market-analyst

3. Emissions Monitoring & Compliance Workflow​

Description: Continuous emissions monitoring and regulatory reporting for air quality compliance (CEMS).

Trigger: Continuous monitoring + quarterly/annual reporting

Complexity: High

Estimated Duration: Continuous + quarterly reporting cycles

Steps:

  1. Operate continuous emissions monitoring systems
  2. Validate CEMS data quality
  3. Calculate emissions rates and totals
  4. Track against permit limits
  5. Handle exceedance events
  6. Submit quarterly emissions reports
  7. Manage emissions allowances/credits
  8. Prepare for regulatory inspections
  9. Implement emissions reduction projects
  10. Report to environmental agencies

Tags: emissions, cems, environmental-compliance, epa, reporting

Agents: environmental-specialist, compliance-manager, plant-engineer

4. Fuel Supply Management Workflow​

Description: Manage fuel procurement, inventory, and delivery for power generation facilities.

Trigger: Inventory threshold OR procurement cycle

Complexity: Medium

Estimated Duration: Ongoing with monthly review

Steps:

  1. Forecast fuel requirements
  2. Monitor fuel inventory levels
  3. Execute fuel purchase contracts
  4. Schedule fuel deliveries
  5. Manage fuel quality specifications
  6. Handle fuel unloading and storage
  7. Track fuel consumption vs. forecast
  8. Manage fuel hedging positions
  9. Report on fuel costs
  10. Optimize fuel mix for economics

Tags: fuel-management, procurement, inventory, natural-gas, coal

Agents: fuel-manager, procurement-specialist, logistics-coordinator

5. Plant Performance Optimization Workflow​

Description: Analyze and optimize power plant heat rate, availability, and capacity factor.

Trigger: Performance deviation OR monthly review

Complexity: High

Estimated Duration: Ongoing analysis and improvement

Steps:

  1. Collect plant operating data
  2. Calculate key performance indicators
  3. Benchmark against design and historical
  4. Identify performance gaps
  5. Conduct root cause analysis
  6. Develop improvement recommendations
  7. Implement optimization measures
  8. Track improvement results
  9. Update operating procedures
  10. Report performance to management

Tags: plant-performance, heat-rate, availability, optimization, analytics

Agents: performance-engineer, plant-manager, data-analyst

6. Startup & Shutdown Procedures Workflow​

Description: Manage safe and efficient unit startup and shutdown procedures with checklist compliance.

Trigger: Dispatch instruction OR maintenance requirement

Complexity: High

Estimated Duration: 2-24 hours depending on unit type

Steps:

  1. Receive startup/shutdown instruction
  2. Review pre-startup checklist
  3. Verify equipment readiness
  4. Coordinate with control room
  5. Execute startup sequence per procedures
  6. Monitor critical parameters
  7. Verify protection systems active
  8. Synchronize to grid (startup)
  9. Complete post-operation checks
  10. Document procedure completion

Tags: startup, shutdown, procedures, safety, operations

Agents: plant-operator, shift-supervisor, control-room-coordinator

7. Equipment Health Monitoring Workflow​

Description: Predictive maintenance through continuous equipment monitoring, analytics, and early fault detection.

Trigger: Continuous monitoring with alerts

Complexity: High

Estimated Duration: Continuous operation

Steps:

  1. Collect real-time sensor data
  2. Apply analytics and ML models
  3. Detect anomalies and trends
  4. Generate health assessments
  5. Alert on degradation patterns
  6. Prioritize maintenance actions
  7. Schedule predictive maintenance
  8. Track equipment remaining useful life
  9. Update predictive models
  10. Report on equipment reliability

Tags: predictive-maintenance, equipment-monitoring, analytics, reliability

Agents: reliability-engineer, data-scientist, maintenance-planner

8. Safety Management System Workflow​

Description: Manage power plant safety programs including lockout/tagout, permits, and safety observations.

Trigger: Work request OR safety incident

Complexity: High

Estimated Duration: Continuous program management

Steps:

  1. Process work permit requests
  2. Execute lockout/tagout procedures
  3. Conduct job safety analyses
  4. Manage confined space entry
  5. Track safety observations
  6. Investigate incidents and near-misses
  7. Implement corrective actions
  8. Conduct safety training
  9. Audit safety compliance
  10. Report safety metrics

Tags: safety, loto, work-permits, incident-management, compliance

Agents: safety-coordinator, operations-supervisor, compliance-auditor

9. Water & Chemistry Management Workflow​

Description: Manage power plant water treatment, chemistry control, and wastewater discharge compliance.

Trigger: Continuous monitoring + discharge events

Complexity: Medium

Estimated Duration: Continuous operation

Steps:

  1. Monitor water chemistry parameters
  2. Control chemical feed rates
  3. Manage makeup water treatment
  4. Monitor cooling water systems
  5. Track wastewater discharge quality
  6. Ensure NPDES permit compliance
  7. Manage chemical inventory
  8. Conduct chemistry testing
  9. Optimize chemical treatment
  10. Report on water usage and discharge

Tags: water-chemistry, water-treatment, npdes, environmental, operations

Agents: chemist, environmental-specialist, plant-operator

10. Spare Parts Inventory Management Workflow​

Description: Manage critical spare parts inventory for power plant equipment with obsolescence planning.

Trigger: Inventory threshold OR usage event

Complexity: Medium

Estimated Duration: Ongoing management

Steps:

  1. Identify critical spare parts
  2. Establish min/max inventory levels
  3. Track parts consumption
  4. Generate replenishment orders
  5. Manage obsolescence risks
  6. Coordinate with OEM suppliers
  7. Store parts per requirements
  8. Conduct inventory audits
  9. Track parts costs
  10. Report on inventory health

Tags: spare-parts, inventory, critical-spares, obsolescence, procurement

Agents: inventory-manager, reliability-engineer, procurement-specialist

Grid Operations​

11. Load Forecasting Workflow​

Description: Forecast short-term and long-term electrical load for grid operations and planning.

Trigger: Hourly updates + seasonal planning cycles

Complexity: High

Estimated Duration: Continuous + planning cycles

Steps:

  1. Collect historical load data
  2. Incorporate weather forecasts
  3. Factor economic indicators
  4. Model special events impact
  5. Apply ML forecasting models
  6. Generate load forecasts by zone
  7. Validate against actual
  8. Refine model parameters
  9. Provide forecasts to operations
  10. Track forecast accuracy

Tags: load-forecasting, demand-prediction, analytics, planning, ml

Agents: load-forecaster, data-scientist, grid-planner

12. Outage Management System Workflow​

Description: Detect, track, and manage power outages from detection through restoration.

Trigger: Outage detected OR customer call

Complexity: High

Estimated Duration: Minutes to hours per outage

Steps:

  1. Detect outage (SCADA, AMI, calls)
  2. Identify affected customers and equipment
  3. Predict outage location
  4. Dispatch crews
  5. Restore service systematically
  6. Update customers on restoration progress
  7. Document outage cause
  8. Track reliability metrics
  9. Report to regulators
  10. Analyze for system improvements

Tags: oms, outage-management, restoration, reliability, dispatch

Agents: system-operator, dispatch-coordinator, customer-communication

13. Grid Reliability & Planning Workflow​

Description: Plan and maintain grid reliability including N-1 contingency analysis and capacity planning.

Trigger: Planning cycle OR system change

Complexity: High

Estimated Duration: Ongoing planning cycles

Steps:

  1. Model system topology
  2. Conduct power flow analysis
  3. Perform contingency analysis (N-1, N-2)
  4. Identify reliability violations
  5. Develop mitigation plans
  6. Plan system reinforcements
  7. Coordinate interconnection requests
  8. Update reliability standards compliance
  9. Report to regional reliability org
  10. Track reliability investments

Tags: grid-reliability, planning, contingency, nerc, power-flow

Agents: planning-engineer, reliability-coordinator, system-analyst

14. Switching & Clearance Operations Workflow​

Description: Manage grid switching operations and clearances for maintenance with safety protocols.

Trigger: Work request requiring clearance

Complexity: High

Estimated Duration: 30 minutes - 2 hours per switching operation

Steps:

  1. Receive switching request
  2. Review system conditions
  3. Develop switching sequence
  4. Verify protection coordination
  5. Execute switching steps
  6. Establish clearance boundaries
  7. Issue safety tags
  8. Monitor system during work
  9. Restore system after work
  10. Document switching operations

Tags: switching, clearance, operations, safety, control-room

Agents: system-operator, protection-engineer, safety-coordinator

15. Transmission Line Inspection Workflow​

Description: Schedule and conduct transmission line inspections including aerial, ground, and climbing inspections.

Trigger: Scheduled inspection OR event-triggered

Complexity: Medium

Estimated Duration: 1-8 hours per line segment

Steps:

  1. Generate inspection schedule
  2. Prepare inspection work packages
  3. Conduct aerial patrol (helicopter/drone)
  4. Perform ground inspection
  5. Execute climbing inspections as needed
  6. Document findings with photos
  7. Prioritize defects for repair
  8. Generate work orders
  9. Update asset condition records
  10. Report on line health

Tags: transmission, inspection, drone, vegetation, asset-management

Agents: line-inspector, asset-manager, drone-operator

16. Substation Maintenance Workflow​

Description: Manage substation equipment maintenance including transformers, breakers, and protection systems.

Trigger: Scheduled maintenance OR condition assessment

Complexity: High

Estimated Duration: 4 hours - several days per activity

Steps:

  1. Review equipment condition data
  2. Schedule maintenance activities
  3. Obtain switching clearance
  4. Execute maintenance procedures
  5. Test protection systems
  6. Perform oil analysis (transformers)
  7. Inspect and test breakers
  8. Update maintenance records
  9. Return equipment to service
  10. Document findings and recommendations

Tags: substation, transformer, breaker, protection, maintenance

Agents: substation-technician, protection-engineer, maintenance-planner

17. Vegetation Management Workflow​

Description: Plan and execute vegetation management programs to maintain transmission line clearances.

Trigger: Vegetation growth cycle OR inspection findings

Complexity: Medium

Estimated Duration: Annual program execution

Steps:

  1. Assess vegetation growth patterns
  2. Identify high-risk areas
  3. Develop clearing schedule
  4. Coordinate with landowners
  5. Obtain permits as required
  6. Execute clearing activities
  7. Document completed work
  8. Monitor regrowth
  9. Track program costs
  10. Report on clearance compliance

Tags: vegetation-management, right-of-way, clearing, compliance, safety

Agents: vegetation-manager, environmental-coordinator, contractor-manager

18. SCADA System Operations Workflow​

Description: Monitor and control grid operations through SCADA systems with alarm management.

Trigger: Continuous monitoring

Complexity: High

Estimated Duration: 24/7 continuous operation

Steps:

  1. Monitor real-time grid status
  2. Manage SCADA alarms
  3. Execute remote switching
  4. Track generation and load balance
  5. Coordinate with neighboring systems
  6. Respond to abnormal conditions
  7. Maintain system security
  8. Archive operational data
  9. Generate operational reports
  10. Support system maintenance

Tags: scada, ems, control-room, monitoring, real-time

Agents: system-operator, ems-administrator, control-engineer

19. Interconnection Management Workflow​

Description: Process and manage generator and load interconnection requests per regulatory requirements.

Trigger: Interconnection request received

Complexity: High

Estimated Duration: 6-24 months per request

Steps:

  1. Receive interconnection application
  2. Conduct feasibility study
  3. Perform system impact study
  4. Determine required upgrades
  5. Develop interconnection agreement
  6. Coordinate construction activities
  7. Conduct commissioning tests
  8. Finalize interconnection
  9. Update system models
  10. Monitor ongoing compliance

Tags: interconnection, ferc, generator, distribution, planning

Agents: interconnection-coordinator, planning-engineer, regulatory-specialist

20. Grid Emergency Response Workflow​

Description: Respond to grid emergencies including severe weather, equipment failures, and cyber threats.

Trigger: Emergency condition detected

Complexity: Critical

Estimated Duration: Hours to days per event

Steps:

  1. Detect emergency condition
  2. Activate emergency response plan
  3. Assess system status
  4. Implement protective actions
  5. Coordinate with authorities
  6. Manage customer communications
  7. Execute restoration plan
  8. Track restoration progress
  9. Document incident response
  10. Conduct post-incident review

Tags: emergency-response, storm, restoration, crisis-management, security

Agents: emergency-coordinator, system-operator, communications-manager

Renewable Energy​

21. Solar Farm Performance Monitoring Workflow​

Description: Monitor and optimize solar PV plant performance including inverter management and cleaning schedules.

Trigger: Continuous monitoring + periodic reviews

Complexity: Medium

Estimated Duration: Continuous operation

Steps:

  1. Collect inverter and meter data
  2. Calculate performance ratio
  3. Compare to irradiance-based expected
  4. Identify underperforming strings
  5. Analyze fault patterns
  6. Schedule panel cleaning
  7. Coordinate inverter maintenance
  8. Track degradation rates
  9. Update production forecasts
  10. Report on plant performance

Tags: solar, pv, performance-monitoring, inverters, irradiance

Agents: solar-technician, performance-analyst, asset-manager

22. Wind Farm Operations Workflow​

Description: Manage wind farm operations including turbine availability, performance optimization, and maintenance.

Trigger: Continuous monitoring + maintenance cycles

Complexity: High

Estimated Duration: Continuous operation

Steps:

  1. Monitor turbine SCADA data
  2. Track availability by turbine
  3. Analyze performance vs. wind resource
  4. Optimize turbine settings
  5. Schedule preventive maintenance
  6. Coordinate major component repairs
  7. Manage curtailment events
  8. Track capacity factor
  9. Interface with market operations
  10. Report on wind production

Tags: wind, turbines, scada, availability, maintenance

Agents: wind-technician, performance-engineer, asset-manager

23. Renewable Energy Forecasting Workflow​

Description: Forecast solar and wind generation for grid operations and market participation.

Trigger: Continuous updates for operations

Complexity: High

Estimated Duration: Continuous forecasting

Steps:

  1. Collect weather forecast data
  2. Apply site-specific models
  3. Generate hour-ahead forecasts
  4. Generate day-ahead forecasts
  5. Validate against actuals
  6. Provide forecasts to grid operator
  7. Support market bidding
  8. Track forecast accuracy
  9. Refine forecasting models
  10. Report on forecast performance

Tags: renewable-forecasting, weather, solar, wind, market

Agents: forecaster, meteorologist, data-scientist

24. Energy Storage Operations Workflow​

Description: Manage battery energy storage system operations including charge/discharge optimization and degradation management.

Trigger: Market signals OR grid dispatch

Complexity: High

Estimated Duration: Continuous operation

Steps:

  1. Monitor battery state of charge
  2. Receive dispatch signals
  3. Optimize charge/discharge cycles
  4. Manage thermal systems
  5. Track cycle count and degradation
  6. Provide grid services (frequency regulation)
  7. Participate in energy arbitrage
  8. Schedule maintenance activities
  9. Update warranty compliance
  10. Report on storage performance

Tags: battery-storage, bess, energy-arbitrage, frequency-regulation, degradation

Agents: storage-operator, battery-engineer, market-analyst

25. Power Purchase Agreement Management Workflow​

Description: Manage renewable energy PPA contracts including metering, settlement, and compliance.

Trigger: Monthly settlement cycle

Complexity: Medium

Estimated Duration: Monthly processing + contract management

Steps:

  1. Collect production meter data
  2. Validate metering accuracy
  3. Calculate delivered energy
  4. Apply contract pricing formulas
  5. Generate settlement statements
  6. Process payments
  7. Track contract compliance
  8. Manage contract amendments
  9. Forecast future deliveries
  10. Report on PPA portfolio

Tags: ppa, contracts, settlement, metering, renewable-procurement

Agents: contract-manager, settlement-analyst, renewable-specialist

26. Renewable Energy Certificate Management Workflow​

Description: Track and manage Renewable Energy Certificates (RECs) from generation through retirement.

Trigger: Generation verified + certificate creation

Complexity: Medium

Estimated Duration: Monthly REC processing

Steps:

  1. Verify renewable generation data
  2. Create RECs in tracking system
  3. Manage certificate inventory
  4. Execute REC sales/transfers
  5. Match with compliance obligations
  6. Retire certificates for compliance
  7. Track REC prices and markets
  8. Support customer REC procurement
  9. Audit REC transactions
  10. Report on REC portfolio

Tags: recs, renewable-certificates, compliance, tracking, markets

Agents: recs-administrator, compliance-analyst, sustainability-manager

27. Offshore Wind Operations Workflow​

Description: Manage offshore wind farm operations including marine logistics, turbine access, and subsea cables.

Trigger: Continuous operations + maintenance cycles

Complexity: Critical

Estimated Duration: Continuous with weather-dependent access

Steps:

  1. Monitor weather and sea conditions
  2. Plan crew transfer operations
  3. Coordinate crew transfer vessels
  4. Execute turbine maintenance
  5. Manage subsea cable monitoring
  6. Coordinate helicopter operations
  7. Track offshore safety compliance
  8. Manage marine permits
  9. Interface with coast guard
  10. Report on offshore operations

Tags: offshore-wind, marine-operations, ctv, safety, weather

Agents: offshore-coordinator, marine-specialist, safety-manager

28. Community Solar Program Workflow​

Description: Manage community solar program including subscriber management, billing credits, and allocation.

Trigger: Monthly billing cycle + subscriber changes

Complexity: Medium

Estimated Duration: Monthly billing + ongoing management

Steps:

  1. Track subscriber enrollments
  2. Allocate production to subscribers
  3. Calculate bill credits
  4. Interface with utility billing
  5. Manage subscriber communications
  6. Handle subscriber changes
  7. Track program capacity
  8. Report on program performance
  9. Manage waitlists
  10. Support marketing efforts

Tags: community-solar, subscriber, billing-credits, program-management

Agents: program-manager, billing-specialist, customer-service

29. Renewable Project Development Workflow​

Description: Manage renewable energy project development from site assessment through financial close.

Trigger: New project opportunity identified

Complexity: Critical

Estimated Duration: 2-5 years per project

Steps:

  1. Conduct site prospecting
  2. Secure land rights
  3. Perform resource assessment
  4. Complete environmental studies
  5. Obtain permits and approvals
  6. Secure grid interconnection
  7. Negotiate offtake agreements
  8. Arrange project financing
  9. Procure equipment
  10. Manage construction

Tags: project-development, permitting, interconnection, financing, construction

Agents: project-developer, permitting-specialist, finance-analyst

30. Hybrid Renewable System Management Workflow​

Description: Optimize operations of hybrid renewable systems (solar + wind + storage) for maximum value.

Trigger: Continuous optimization

Complexity: High

Estimated Duration: Continuous operation

Steps:

  1. Forecast solar and wind production
  2. Optimize storage dispatch
  3. Manage intermittency smoothing
  4. Participate in multiple markets
  5. Coordinate resource scheduling
  6. Track hybrid system performance
  7. Manage grid compliance
  8. Optimize revenue streams
  9. Update control algorithms
  10. Report on hybrid performance

Tags: hybrid-renewable, solar-plus-storage, optimization, co-location

Agents: hybrid-operator, optimization-engineer, market-analyst

Utility Customer Service​

31. Service Connection Workflow​

Description: Process new electric/gas service connection requests from application through meter set.

Trigger: New service application received

Complexity: Medium

Estimated Duration: 3-10 business days

Steps:

  1. Receive service application
  2. Verify service address and availability
  3. Perform credit evaluation
  4. Determine service requirements
  5. Schedule service connection
  6. Coordinate meter installation
  7. Complete service connection
  8. Activate customer account
  9. Send welcome communications
  10. Verify first bill accuracy

Tags: new-service, connection, meter, customer-onboarding, billing

Agents: service-representative, field-technician, billing-specialist

32. Billing & Payment Processing Workflow​

Description: Generate utility bills, process payments, and manage customer account balances.

Trigger: Billing cycle + payment received

Complexity: Medium

Estimated Duration: Automated with exception handling

Steps:

  1. Read meters (AMI or manual)
  2. Validate meter data
  3. Apply rate schedules
  4. Calculate charges and taxes
  5. Generate bills
  6. Deliver bills (print, email, portal)
  7. Process payments
  8. Manage payment plans
  9. Handle billing disputes
  10. Report on billing metrics

Tags: billing, payments, meter-reading, rates, account-management

Agents: billing-specialist, payment-processor, customer-service

33. Energy Efficiency Program Workflow​

Description: Administer utility energy efficiency programs including rebates, audits, and incentives.

Trigger: Customer program application

Complexity: Medium

Estimated Duration: 2-6 weeks per project

Steps:

  1. Receive program application
  2. Pre-qualify customer and project
  3. Schedule energy audit
  4. Conduct facility assessment
  5. Calculate savings potential
  6. Issue rebate reservation
  7. Verify project completion
  8. Process rebate payment
  9. Track program participation
  10. Report program results to regulators

Tags: energy-efficiency, rebates, audits, demand-side-management, programs

Agents: program-administrator, energy-auditor, customer-service

34. Demand Response Program Workflow​

Description: Manage demand response programs including customer enrollment, event dispatch, and settlement.

Trigger: Grid need OR program enrollment

Complexity: High

Estimated Duration: Event response within minutes

Steps:

  1. Enroll customers in programs
  2. Establish customer baselines
  3. Monitor grid conditions
  4. Dispatch DR events
  5. Notify customers of events
  6. Track customer response
  7. Calculate load reductions
  8. Settle incentive payments
  9. Report program performance
  10. Evaluate customer performance

Tags: demand-response, load-management, events, incentives, grid-services

Agents: dr-coordinator, customer-engagement, settlement-analyst

35. Customer Self-Service Portal Workflow​

Description: Enable customer self-service for account management, billing, and service requests.

Trigger: Customer portal interaction

Complexity: Medium

Estimated Duration: Immediate self-service

Steps:

  1. Authenticate customer
  2. Display account summary
  3. Enable bill viewing and payment
  4. Allow usage analysis
  5. Process service requests
  6. Manage account preferences
  7. Enable outage reporting
  8. Provide program enrollment
  9. Support rate comparison
  10. Track portal engagement

Tags: self-service, portal, digital, customer-experience, mobile

Agents: digital-coordinator, customer-experience, it-support

36. Advanced Metering Infrastructure Workflow​

Description: Manage AMI operations including meter deployment, data collection, and analytics.

Trigger: Meter event OR data collection cycle

Complexity: High

Estimated Duration: Continuous operation

Steps:

  1. Manage meter deployment
  2. Monitor network communications
  3. Collect interval meter data
  4. Validate data quality
  5. Identify meter anomalies
  6. Support outage detection
  7. Enable remote service switch
  8. Provide usage analytics
  9. Support time-of-use rates
  10. Report on AMI performance

Tags: ami, smart-meters, metering, data-analytics, network

Agents: ami-coordinator, network-technician, data-analyst

37. Service Restoration Priority Workflow​

Description: Manage service restoration priorities including critical facilities and life-support customers.

Trigger: Outage affecting priority customers

Complexity: High

Estimated Duration: Priority restoration per event

Steps:

  1. Maintain critical facility database
  2. Identify life-support customers
  3. Assign restoration priorities
  4. Communicate with critical customers
  5. Coordinate with first responders
  6. Prioritize crew dispatch
  7. Provide status updates
  8. Document restoration activities
  9. Handle escalations
  10. Review priority list accuracy

Tags: restoration-priority, critical-facilities, life-support, emergency

Agents: emergency-coordinator, customer-service, dispatch-manager

38. Rate Case Analysis Workflow​

Description: Support utility rate case development with cost allocation, rate design, and regulatory filing.

Trigger: Regulatory filing cycle

Complexity: Critical

Estimated Duration: 6-18 months per rate case

Steps:

  1. Gather cost and revenue data
  2. Develop test year financials
  3. Perform cost of service study
  4. Design rate structures
  5. Analyze customer impacts
  6. Prepare regulatory filings
  7. Respond to data requests
  8. Support hearings
  9. Implement approved rates
  10. Monitor rate case outcomes

Tags: rate-case, regulatory, cost-of-service, rate-design, puc

Agents: regulatory-analyst, rate-designer, finance-specialist

39. Low-Income Customer Assistance Workflow​

Description: Administer low-income assistance programs including LIHEAP coordination and payment plans.

Trigger: Customer application OR referral

Complexity: Medium

Estimated Duration: 1-4 weeks per application

Steps:

  1. Receive assistance application
  2. Verify income eligibility
  3. Coordinate with LIHEAP agencies
  4. Apply program discounts
  5. Establish payment arrangements
  6. Connect with weatherization programs
  7. Monitor customer account status
  8. Manage program budgets
  9. Track program participation
  10. Report to regulatory agencies

Tags: low-income, liheap, assistance, affordability, payment-plans

Agents: assistance-coordinator, customer-service, program-manager

40. Electric Vehicle Program Workflow​

Description: Support electric vehicle adoption through charging programs, time-of-use rates, and infrastructure.

Trigger: Customer EV program enrollment

Complexity: Medium

Estimated Duration: Ongoing program management

Steps:

  1. Promote EV programs
  2. Enroll customers in EV rates
  3. Support home charger installation
  4. Manage public charging network
  5. Track EV charging patterns
  6. Optimize charging schedules
  7. Manage grid impacts
  8. Calculate emissions reductions
  9. Report on EV program
  10. Plan for EV load growth

Tags: ev, electric-vehicle, charging, time-of-use, transportation

Agents: ev-program-manager, grid-planner, customer-engagement

Energy Management​

41. Building Energy Management Workflow​

Description: Optimize building energy consumption through automation, scheduling, and demand management.

Trigger: Continuous optimization + occupancy changes

Complexity: High

Estimated Duration: Continuous operation

Steps:

  1. Monitor building energy systems
  2. Collect sensor data
  3. Optimize HVAC schedules
  4. Manage lighting controls
  5. Implement demand limiting
  6. Track energy consumption
  7. Identify savings opportunities
  8. Alert on anomalies
  9. Generate energy reports
  10. Update optimization strategies

Tags: building-energy, bems, hvac, lighting, optimization

Agents: energy-manager, building-automation, facilities-engineer

42. Industrial Energy Audit Workflow​

Description: Conduct comprehensive energy audits for industrial facilities identifying efficiency opportunities.

Trigger: Customer request OR program requirement

Complexity: High

Estimated Duration: 2-8 weeks per audit

Steps:

  1. Scope audit objectives
  2. Collect utility data
  3. Conduct facility walkthrough
  4. Analyze major energy systems
  5. Identify efficiency measures
  6. Calculate savings potential
  7. Estimate implementation costs
  8. Prioritize recommendations
  9. Prepare audit report
  10. Support implementation planning

Tags: energy-audit, industrial, efficiency, analysis, recommendations

Agents: energy-auditor, industrial-engineer, program-specialist

43. Peak Demand Management Workflow​

Description: Monitor and manage peak demand to reduce demand charges and system stress.

Trigger: Peak demand approaching OR rate period

Complexity: High

Estimated Duration: Real-time management

Steps:

  1. Monitor real-time demand
  2. Forecast peak periods
  3. Activate load curtailment
  4. Dispatch onsite generation
  5. Utilize energy storage
  6. Shift flexible loads
  7. Track demand against target
  8. Calculate demand charge savings
  9. Analyze peak events
  10. Optimize peak management strategy

Tags: peak-demand, demand-management, load-shifting, cost-reduction

Agents: energy-manager, demand-analyst, building-operator

44. Utility Bill Validation Workflow​

Description: Validate utility bills for accuracy, track energy costs, and identify billing errors.

Trigger: Utility bill received

Complexity: Medium

Estimated Duration: 1-2 days per bill

Steps:

  1. Receive utility bills
  2. Enter bill data into system
  3. Validate meter readings
  4. Check rate application
  5. Compare to historical usage
  6. Identify anomalies
  7. Dispute errors with utility
  8. Track cost trends
  9. Allocate costs to departments
  10. Report on utility spending

Tags: utility-billing, validation, cost-tracking, auditing, allocation

Agents: energy-analyst, accounts-payable, finance-coordinator

45. Carbon Footprint Management Workflow​

Description: Track and reduce organizational carbon footprint including Scope 1, 2, and 3 emissions.

Trigger: Annual reporting + reduction initiatives

Complexity: High

Estimated Duration: Annual + ongoing management

Steps:

  1. Collect energy consumption data
  2. Gather Scope 1 emissions data
  3. Calculate Scope 2 emissions
  4. Assess Scope 3 emissions
  5. Apply emission factors
  6. Track against targets
  7. Identify reduction opportunities
  8. Implement reduction initiatives
  9. Verify reductions
  10. Report to stakeholders

Tags: carbon-footprint, ghg-emissions, sustainability, scope-1-2-3

Agents: sustainability-manager, data-analyst, environmental-specialist

46. Energy Procurement Workflow​

Description: Strategic energy procurement including RFPs, contract negotiation, and hedging strategies.

Trigger: Contract expiration OR market opportunity

Complexity: High

Estimated Duration: 2-6 months per procurement

Steps:

  1. Analyze energy consumption patterns
  2. Develop procurement strategy
  3. Issue RFPs to suppliers
  4. Evaluate supplier proposals
  5. Negotiate contract terms
  6. Execute supply contracts
  7. Manage hedging positions
  8. Monitor contract performance
  9. Track market prices
  10. Report on procurement savings

Tags: energy-procurement, contracts, hedging, rfp, commodity

Agents: energy-buyer, contract-manager, market-analyst

47. Renewable Energy Integration Workflow​

Description: Plan and integrate onsite renewable energy including solar PV, wind, and battery storage.

Trigger: Renewable energy project opportunity

Complexity: High

Estimated Duration: 6-18 months per project

Steps:

  1. Assess site potential
  2. Conduct feasibility study
  3. Evaluate financial options (PPA, lease, purchase)
  4. Select technology and vendor
  5. Manage permitting and interconnection
  6. Oversee installation
  7. Commission system
  8. Monitor performance
  9. Claim incentives and RECs
  10. Track ROI and savings

Tags: onsite-renewable, solar, storage, integration, distributed-generation

Agents: renewable-developer, project-manager, finance-analyst

48. Energy Performance Contracting Workflow​

Description: Manage energy savings performance contracts (ESPC) with guaranteed savings and M&V.

Trigger: ESPC project opportunity

Complexity: High

Estimated Duration: 10-20 year contract term

Steps:

  1. Conduct investment-grade audit
  2. Develop energy conservation measures
  3. Structure financing
  4. Negotiate performance guarantees
  5. Execute performance contract
  6. Manage implementation
  7. Commission measures
  8. Establish M&V baseline
  9. Verify ongoing savings
  10. Report on contract performance

Tags: espc, performance-contracting, guaranteed-savings, m&v

Agents: esco-manager, m&v-analyst, contract-administrator

49. Microgrid Operations Workflow​

Description: Operate and optimize microgrid systems including islanding capability and DER coordination.

Trigger: Continuous operation + grid events

Complexity: Critical

Estimated Duration: Continuous operation

Steps:

  1. Monitor microgrid status
  2. Optimize DER dispatch
  3. Manage grid connection
  4. Handle islanding events
  5. Maintain power quality
  6. Coordinate storage and generation
  7. Track load and generation balance
  8. Manage utility interface
  9. Report on microgrid performance
  10. Update control strategies

Tags: microgrid, der, islanding, resilience, distributed-energy

Agents: microgrid-operator, control-engineer, reliability-specialist

50. Smart City Energy Management Workflow​

Description: Coordinate smart city energy systems including street lighting, traffic, and public facilities.

Trigger: City-wide optimization + event management

Complexity: High

Estimated Duration: Continuous city-wide management

Steps:

  1. Monitor city energy systems
  2. Optimize street lighting
  3. Coordinate traffic signal energy
  4. Manage public facility energy
  5. Track city-wide consumption
  6. Implement smart controls
  7. Analyze consumption patterns
  8. Report on city energy use
  9. Plan efficiency investments
  10. Support sustainability goals

Tags: smart-city, street-lighting, municipal, urban-energy, sustainability

Agents: city-energy-manager, iot-coordinator, sustainability-planner

Summary​

This comprehensive Energy & Utilities workflow collection provides:

  • 50 production-ready workflows across 5 major areas
  • Power Generation: Plant maintenance, dispatch, emissions, fuel management, safety
  • Grid Operations: Load forecasting, outage management, SCADA, reliability, emergency response
  • Renewable Energy: Solar, wind, storage, PPAs, RECs, project development
  • Utility Customer Service: Billing, efficiency programs, demand response, AMI, rates
  • Energy Management: Building energy, audits, peak management, carbon footprint, microgrids

Each workflow includes complete automation steps, estimated durations, relevant tags, and recommended CODITECT agents for implementation.