Industries/Energy & utilities/Intake Agent
Storm and capital intake,coded to events and assets.
Project managers request materials and services by email during outages while buyers rush POs with incomplete coding. The Intake Agent structures requests, applies storm or capital approval matrices, suggests regulatory account codes when your chart is available, and routes duty managers when thresholds are exceeded.
Scenarios in energy & utilities
Document-level examples buyers in this industry run through Intake Agent.
Storm restoration contractor mobilization
Operations requests emergency vegetation crews with storm codes. The agent validates codes against declared events you maintain and routes executives when premium rates apply.
Transformer procurement with long lead time
Transmission requests a transformer with asset IDs. The agent matches approved vendors, checks capital budget owner, and warns on lead time vs outage mitigation dates.
Environmental remediation services
Environmental requests scoped remediation with permit references. The agent routes legal and environmental approvers per policy before PO release.
What the agent checks
Core Intake Agent rules, phrased for energy & utilities procurement.
- Storm vs capital category rules
- Blocked contractor → block
- Risk above 60 on sole-source crews
- Budget vs line on capital assets
- Split orders to same contractor within 14 days
- Lead time vs restoration deadline
How it works
Same pipeline as the live Intake Agent module.
- 1
Parse the request
Extract units, needed-by dates, and budget phrases from free text — including informal quantities like “a pair of” or “around $25k”.
- 2
Match catalog and supplier
Score catalog keywords and names against each line need. Prefer contracted items and infer category and supplier from the best matches.
- 3
Run policy checks
Evaluate contracted pricing, preferred supplier tier, supplier risk score, budget overrun, split-order patterns, and lead time vs the requested date.
- 4
Build the approval chain
Add the requester’s manager, category manager for IT spend, Finance above $25,000, and the CPO above $250,000 — skipping redundant steps when limits already cover the total.
- 5
Submit and issue the PO
After approvers sign off in sequence, the agent creates a purchase order with supplier payment terms and links it back to the request.
Questions buyers ask
Will agents dispatch crews?
No. Operations retains dispatch; intake supports procurement.
Can regulatory codes be suggested?
When chart of accounts is available, controllers approve postings.
How are storm rates validated later?
Invoice Agent references MSA tables and event declarations with cited inputs.
Who approves emergency POs?
Duty managers and project controls per your matrix.