Haystack builds a custom AI workflow around your product portfolio and target utilities — then continuously refines it with your feedback, so every Utility Account Playbook gets sharper over time.
Rate cases, IRPs, and grid plans contain the exact problems utilities need help solving. But finding those signals is painful.
Regulatory filings are complex to navigate, and the information that maps to your solutions is scattered across documents that are hard to find and harder to interpret.
Even when you find something relevant, translating regulatory filings into a concrete sales play requires deep domain knowledge. Most teams don't have the bandwidth or the background to do it well.
Filings don't come with a contact list. Figuring out which person at the utility owns the initiative you're targeting means cross-referencing org charts, LinkedIn, and commission records. By the time you do, the window may have closed.
We combine proprietary AI processes with expert human review to deliver intelligence you can trust and act on.
We build a custom intelligence process configured around your products, services, and the problems they solve.
Proprietary processes and purpose-built agents identify the specific documents within regulatory filings that contain signals relevant to you.
Your custom workflow analyzes the shortlisted documents and maps insights directly to products and services in your portfolio.
Every report is reviewed by our human analysts before delivery. We check accuracy, relevance, and completeness so you can trust what you read.
Each Utility Account Playbook is custom to your portfolio and a specific utility.
Opportunities identified in regulatory filings mapped directly to specific products and services in your portfolio, with recommended next steps so reps know exactly what to lead with.
Every insight links back to the original filing document with direct references, so your team can verify claims and go deeper.
Not just data extraction. Each insight includes an explanation of why it matters, how it connects to your value proposition, and a recommended action plan.
Suggested people to target at the utility based on the opportunities identified, so reps can start outreach right away.
Most teams either skip filing research entirely or try to brute-force it with generic AI tools. Neither works well.
We don't throw entire filings into an LLM. Our process identifies the specific documents that matter, so quality stays high and noise stays out.
Every report is checked by analysts who understand utility regulatory filings before it reaches your team. AI does the heavy lifting; humans ensure the quality.
Your workflow is built around your specific product portfolio. It doesn't just find opportunities — it maps them to what you actually sell, with recommended actions for each.
Every report we deliver is an opportunity to learn. We take your team's feedback on what was useful, what wasn't, and what you wish you'd seen, and feed it back into your custom workflow. Over time, your reports become sharper, more relevant, and more aligned with how your team actually sells.
Your team reviews the mapped opportunities and uses them in outreach.
Tell us what resonated with prospects, what missed, and what to prioritize next.
We refine your custom workflow based on real-world results, improving relevance and precision.
Each cycle delivers higher-quality intelligence, tailored more precisely to your team's needs.
If your team sells products or services to electric, gas, or water utilities in North America, this is for you.
We analyze the regulatory filings that contain the most actionable intelligence for vendors.
"After 15 years in sales and business development roles, I saw the same pattern repeat: vendors lacked visibility into the problems utilities actually needed help solving. I founded Haystack to bring clarity to the market."
We'll build a complete Utility Account Playbook for one utility of your choice, free. No commitment. See the quality for yourself.