The Future of FlexTech: Automating NYSERDA Reports

Leveraging AI to transform an 8-hour manual process into a 3-hour review.

The Current Challenge: Manual Bottlenecks

The current system for creating 80-page NYSERDA FlexTech reports is manual, time-intensive, and limits capacity.

Time Per Report

8-12

Hours of Manual Work

Annual Capacity

12

Reports Per Year

Review Delays

2

Month Submitter Delays

The Vision: 70% Automation

The automation system aims for a 70% reduction in manual effort, increasing annual capacity from 12 to 27+ reports.

Proposed 3-Phase Automation Workflow

Phase 1: Collection

AI-assisted data intake from Google Forms and field surveys.

Phase 2: Drafting

AI generates the 80-page draft using RAG and validated templates.

Phase 3: Customization

Automated formatting for 4 different submitter requirements.

Core Research & Technology Pillars

1. Multi-Stage Systems

Adapting proven workflows from patent and regulatory filing systems.

2. Survey-to-Report

Pipelines that transform field data into formatted report sections.

3. RAG for Compliance

Knowledge bases to ensure all content meets NYSERDA standards.

4. Multi-Submitter Formats

Automated generation of document variants for different submitters.

5. N8N Orchestration

Using N8N to manage data flow, APIs, and human approval gates.

6. Modern Web App UI

A Lovable/React interface with progressive, step-down navigation.

7. AI Self-Critique

AI systems that evaluate and score their own output for quality.

8. Change Tracking

Full version control for AI, human edits, and audit trails.

Our Technology Stack

⚛️

Lovable/React

Web Interface

🔗

N8N

Workflow Orchestration

🧠

Claude & GPT

Content Generation

📄

Google Workspace

Data & Export

Measuring Success: Target KPIs

Ready to Automate Your Reports?

Let Escher-AI help you build an AI-powered document automation system.

Contact Escher for AI Discovery Calls