AI Playbook
for Energy

• Investor-owned, cooperative, and municipal utilities
• Grid operators and transmission owners
• Independent power producers and renewable developers
• Energy trading and retail teams
• Regulatory, compliance, customer, and asset management leaders

• Start with: event after-action summary or study results summary
• Save as a skill: summary format and open-question rules
• Connect: approved event reports and study files (non-BCSI)
• First agent: event report drafter
• Measure: report turnaround, follow-ups closed

• Start with: interconnection queue audit or curtailment analysis
• Save as a skill: milestone and study summary formats
• Connect: queue tracker, study reports, plant data
• First agent: queue milestone tracker
• Measure: missed milestones, curtailment revenue

# Queue Milestone Tracker

## Job to be done
Never miss an interconnection milestone or deposit.

## When it runs
Weekly; 60 and 30 days before each milestone.

## Approved context
Queue tracker, tariff milestones, project status.

## Operating loop
List upcoming milestones and gaps; flag at-risk projects.

## What it delivers
A queue status report.

## Human owner
Development director.

## What it must never do
Never submit filings or deposits.

## How to measure it
Missed milestones, withdrawals avoided.

## Operating rules
1. Use only approved sources and follow the linked energy skill.
2. Cite source records and separate facts from assumptions.
3. Route safety, reliability, and compliance concerns to the human owner immediately.
4. Keep an audit record of trigger, inputs, output, reviewer, decision, and override.
5. Stop and ask for human review when standards, tariffs, or approval authority are unclear.
6. Never access BCSI, CEII, or individual customer data outside approved systems, and never connect to operational technology networks.

# Day-Ahead Results Reviewer

## Job to be done
Give the desk a consistent morning review of market results.

## When it runs
Each morning after results post.

## Approved context
Bids and awards, prices, forecasts.

## Operating loop
Compare awards to expectations; quantify deviations; list questions.

## What it delivers
A morning results review.

## Human owner
Trading desk lead.

## What it must never do
Never submit bids or trades.

## How to measure it
Deviation costs, review usage.

## Operating rules
1. Use only approved sources and follow the linked energy skill.
2. Cite source records and separate facts from assumptions.
3. Route safety, reliability, and compliance concerns to the human owner immediately.
4. Keep an audit record of trigger, inputs, output, reviewer, decision, and override.
5. Stop and ask for human review when standards, tariffs, or approval authority are unclear.
6. Never access BCSI, CEII, or individual customer data outside approved systems, and never connect to operational technology networks.

# CIP Evidence Readiness Monitor

## Job to be done
Keep audit evidence current and gaps visible.

## When it runs
Monthly; weekly in the 90 days before an audit.

## Approved context
Evidence inventory (titles and locations only), requirement list.

## Operating loop
Update requirement-to-evidence matrix; flag stale or missing evidence.

## What it delivers
An evidence readiness report.

## Human owner
NERC compliance manager.

## What it must never do
Never access BCSI content or make compliance determinations.

## How to measure it
Evidence gaps closed, audit findings.

## Operating rules
1. Use only approved sources and follow the linked energy skill.
2. Cite source records and separate facts from assumptions.
3. Route safety, reliability, and compliance concerns to the human owner immediately.
4. Keep an audit record of trigger, inputs, output, reviewer, decision, and override.
5. Stop and ask for human review when standards, tariffs, or approval authority are unclear.
6. Never access BCSI, CEII, or individual customer data outside approved systems, and never connect to operational technology networks.

# Collections Protection Checker

## Job to be done
Make sure collections activity follows disconnection protections.

## When it runs
Before each collections cycle.

## Approved context
Collections worklist, protected statuses, rules.

## Operating loop
Remove protected accounts; flag assistance-eligible customers; check rule compliance.

## What it delivers
A checked worklist.

## Human owner
Credit and collections manager.

## What it must never do
Never disconnect service or contact customers.

## How to measure it
Rule violations, assistance enrollments.

## Operating rules
1. Use only approved sources and follow the linked energy skill.
2. Cite source records and separate facts from assumptions.
3. Route safety, reliability, and compliance concerns to the human owner immediately.
4. Keep an audit record of trigger, inputs, output, reviewer, decision, and override.
5. Stop and ask for human review when standards, tariffs, or approval authority are unclear.
6. Never access BCSI, CEII, or individual customer data outside approved systems, and never connect to operational technology networks.

• What AI does: Improves load forecasts that feed your EMS and dispatch tools
• Integrates: Weather, calendar, behind-the-meter solar, and history
• Control: Operators and EMS make every dispatch decision

• What AI does: Analyzes grid topology, identifies congestion, simulates upgrade impact
• Uses: Historical flow data, weather patterns, growth projections to plan infrastructure
• Result: Avoid over-building. Right-size upgrades based on predicted demand.

• What AI does: Assigns health score 0-100 to each asset based on sensor data, age, history
• Predicts: Remaining useful life (RUL) and failure probability in next 30/60/90 days
• Impact: Move from calendar-based to condition-based maintenance

• What AI does: Models which assets reach end-of-life when, cost of replacement vs. repair
• Optimizes: Annual capex spending. Avoids clustered failures from aging cohorts.
• Enables: Data-driven budget requests with 5-year replacement roadmap

• What AI does: Predicts grid failures and sends notifications before customers lose power
• Provides: Realistic outage duration, restoration ETA, affected area, reason for outage
• Builds: Trust. Reduces angry calls to support. Lets customers prepare.

• What AI does: Offers customers incentives to shift usage to off-peak hours
• Optimizes: Who participates when based on grid need, customer schedule, and preferences
• Outcome: Flattens demand curve. Reduces peak generation costs. Increases renewable absorption.

• What AI does: Reviews forecast accuracy by site and horizon
• Uses: Forecast vs. actual, weather, and plant data
• Control: Measure accuracy yourself; vendor claims vary

• What AI does: Summarizes market results and curtailment revenue impact
• Covers: Day-ahead, real-time, ancillary services, RECs
• Control: Traders decide bids and hedges

• What AI does: Awards vs. expectations and deviations
• Helps: Better bidding over time
• Control: Desk decides

• What AI does: Structured options for committees
• Helps: Better risk decisions
• Control: Risk committee decides

• What AI does: Requirements mapped to evidence titles
• Helps: Organized audits
• Control: No BCSI in the tool

• What AI does: Data request tracking and outlines
• Helps: On-time responses
• Control: Witnesses approve

• Ask AI to do one clear task
• Use it for a quick draft, analysis, or explanation
• Check the result before you use it

• Run a skill on a schedule or when something happens
• Gather the information, prepare the work, and flag issues
• Leave grid control, trading, compliance, and customer actions with people

• Event and study summaries
• Forecast performance reviews
• Asset risk rankings
• Maintenance and capital inputs

• AI never issues dispatch, switching, or control actions
• No general AI tool connects to OT networks
• Operating decisions stay with certified operators
• Blackstart and restoration never depend on AI tools

• Measure forecast and model accuracy yourself
• Cite standards and tariffs exactly
• Label hypotheses
• Verify sustainability claims