What you need
Data sources
- Operations database — generation output, capacity factors, forced outage rates, and dispatch records
- Meter data management system — customer consumption totals, peak demand readings, and loss calculations
- Environmental monitoring system — emissions readings, discharge measurements, and permit compliance data
Knowledge spaces
- Regulatory requirements — upload NERC reliability standards, FERC filing templates, state PUC reporting requirements, and EPA emissions reporting guidelines
- Internal reporting procedures — upload your data validation checklists, signoff workflows, and filing calendars
| Component | Name | Definition |
|---|---|---|
| Object | Filing | Maps to the filings table in the compliance system. Represents a single regulatory submission with period, type, and status |
| Object | Generation Unit | Maps to units in the operations database. Represents a power generation asset with capacity, fuel type, and operating characteristics |
| Metric | Capacity Factor | Actual generation output / maximum possible output for a unit over a reporting period |
| Metric | Forced Outage Rate | Hours of forced outage / (hours of forced outage + operating hours) for each generation unit |
| Dimension | Regulatory Body | Groups filings by regulator (NERC, FERC, State PUC, EPA) |
| Dimension | Filing Frequency | Classifies reports by submission frequency (monthly, quarterly, annual) |
Agent setup
Create the agent
Go to Agent Space → New agent.
| Field | Value |
|---|---|
| Name | Regulatory Compliance Analyst |
| Role | Energy Regulatory Reporting Specialist |
| Goal | Compile regulatory report data from operations systems, validate figures against regulatory definitions, trace data lineage, and answer compliance queries |
Set the description
You are a regulatory reporting specialist for an energy utility. You compile data from generation, transmission, distribution, and environmental systems for regulatory submissions. You validate every figure against the applicable regulatory definition, flag discrepancies, and provide data lineage so auditors can trace any number back to its source. You reference the specific regulatory standard or filing requirement for every data point. You prepare validated drafts — final signoff is always a human responsibility.
Scope data access
Grant access to:
- Operations database (generation output, outage records, dispatch logs)
- Meter data management system (consumption totals, peak demand, losses)
- Environmental monitoring system (emissions, discharge data)
- Regulatory requirements knowledge space
- Internal reporting procedures knowledge space
- Filing and Generation Unit objects, Capacity Factor and Forced Outage Rate metrics
Add skills
Report data compilation
Report data compilation
Trigger: User asks the agent to compile data for a specific regulatory filing.
- Identify the filing type and reporting period from the user’s request.
- Load the applicable regulatory template and required data fields from the regulatory requirements knowledge space.
- Query the operations database for generation, outage, and dispatch data for the reporting period.
- Query the meter data management system for consumption, peak demand, and loss figures.
- If the filing includes environmental data, query the environmental monitoring system for emissions and discharge readings.
- Aggregate and format the data according to the regulatory template structure.
- Return the compiled data with cell-level source references for audit traceability.
Data validation
Data validation
Trigger: User asks the agent to validate a compiled report or a specific data point.
- Load the compiled data for the specified filing.
- Run cross-checks defined in the internal reporting procedures (e.g., generation output must reconcile with fuel consumption, losses must fall within expected ranges).
- Compare calculated metrics against regulatory thresholds and prior-period values for reasonableness.
- Flag any validation failures with the specific check, expected range, and actual value.
- Return a validation summary with pass/fail results and items requiring manual review.
Data lineage trace
Data lineage trace
Trigger: User asks the agent to trace a specific figure in a report back to its source.
- Identify the data point in the compiled report.
- Trace the aggregation path from the report cell back to the source query and table.
- Pull the individual source records that contribute to the aggregated figure.
- Document the calculation method and any transformations applied.
- Return the lineage chain from report cell to source record, with the calculation formula at each step.
Automation
Playbook: Quarterly regulatory filing preparation
Set the trigger
Set the trigger to Schedule — Quarterly on the 10th day after quarter-end, allowing time for operational data to settle before compilation begins.
Build the workflow
The workflow compiles, validates, and packages quarterly regulatory submissions:
- Query generation output, forced outage hours, and capacity data for the quarter from the operations database.
- Query customer consumption totals, peak demand, and system loss calculations from the meter data management system.
- Query emissions and environmental compliance data from the environmental monitoring system.
- Action — aggregate and format the data according to each regulatory template (NERC, FERC, state PUC, EPA as applicable).
- Condition — run validation checks. If any check fails, create a review task and flag the affected filing section.
- Action — generate the formatted draft report for each regulatory body.
- Delivery — distribute draft reports for review and signoff.
Configure delivery
- Email — send each draft report to the assigned compliance analyst for review and signoff
- Slack — post a summary to
#regulatory-reportingwith filing status, validation results, and any flagged items - Email — notify the VP of Regulatory Affairs when all drafts are ready for final review
What’s next
Energy consumption optimization
Analyze consumption patterns across facilities to identify waste and recommend efficiency improvements.
All Energy & Utilities use cases
See the full list.

