The Opportunity
Greenvolt Comunidades develops and operates renewable energy communities, enabling households and businesses to share locally produced clean energy and benefit from lower electricity costs. The company manages the full lifecycle from prospect acquisition to community activation. Onboarding into an energy community required a fully manual flow: reading utility bills, checking community availability, calculating savings, and generating contracts.
Manual, multi-step onboarding
Operators had to extract consumption data, match locations to communities, calculate savings, and prepare contracts case by case.
Heterogeneous invoice formats
Utility bills arrived in different layouts and from multiple providers, making structured extraction slow and error-prone.
Complex community availability logic
States like active, under construction, oversubscribed, and waitlisted each required different rules and customer journeys.
Capacity and timing constraints
Every conversion depended on operator availability, and delays increased the risk of losing prospects before contract signature.
The Solution
Using GenOS Supervisor, we designed an end-to-end onboarding pipeline embedded directly in the website.
A prospect uploads a utility bill. From that point, Supervisor orchestrates the flow: extracting more than 30 fields from any bill format, applying confidence scoring from the start, and routing each case accordingly. High-confidence extractions proceed automatically. Low-confidence cases are routed to a human reviewer before a proposal is generated, keeping accuracy under human control where it matters.
Downstream, contract generation is handled from templates, with electronic signature via DocuSign and IBAN and company certificate validation for corporate clients. In parallel, geospatial matching identifies the nearest available energy community and calculates a personalised savings and CO₂ reduction proposal. When no community is immediately available, the prospect joins a waiting list and is notified automatically when a match opens.
Every step is tracked in Microsoft Dynamics 365. If a prospect drops before signing, Supervisor triggers an automated follow-up with the proposal and a link to resume, closing the loop between AI, process, and commercial outcomes.
Underneath all is the GenOS Platform: every action and decision is logged and traceable, and the entire onboarding funnel can be monitored, tuned, and extended from real production data as products and rules evolve.
The Impact
The onboarding pipeline now processes around 300 contracts per month with the same team, running 24 hours a day instead of being constrained by office hours and manual capacity.
Invoice extraction accuracy reaches about 93%, with most documents processed in seconds. High-confidence cases flow straight through to contract, while edge cases are escalated to human review without blocking the rest of the pipeline.
By treating onboarding as an AI-orchestrated process rather than a sequence of manual tasks, the client gained a scalable, auditable foundation for growing energy communities and a blueprint for extending automation to future products.
