Halcyon Alerts are a mix between Google Alerts and your own personal energy research assistant. They deliver customizable, relevant updates straight to your inbox on your preferred delivery schedule.

For example, someone tracking large load data centers in the Midwest might set an alert on Midwest Commissions: “Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and Wisconsin;” with Keyword filtering: {Any of} “data center” and “hyperscale.”

There are two ways to initiate an alert – option 1) from an existing Query or option 2) from Alert settings.

Step 1: Set your search parameters.

Filter documents by state public utility commission, regional grid operator, and/or federal agency; specific docket numbers, if known; keywords; filing type; topics; and/or publication date.

Then click Query.

Tip: To get a sense of how many results you would likely get on a daily or weekly basis you can select a one day or one week Publication date range to see how many documents would come through in one email alert. These dates will be cleared out once you set your alert.

Step 2: Write and Run your query. The response to your query will be included in future emails, informed by content within newly added documents that match your search criteria.

Write your Query - here’s an example:

“Provide a concise, bulleted list of the most significant highlights from the provided documents related to data centers / hyperscalers. Scope: Include at least one key highlight for as many of the provided documents as possible. Focus Areas: Prioritize information based on its: business relevance, potential policy implications, and tangible practical outcomes related to entities like data centers, hyperscalers, and the AI compute industry.”

Once you’re finished writing your Query, click Run.

Step 3: a) Review results, b) (if needed) Refine your search or query), and c) Create your Alert

Enter your Alert name and select your Alert frequency then click Create. Note you are provided an estimated # of documents per alert. This means you will, on average, receive 10 documents per email.

Protip: If you want the research sidekick query to provide a summary you can get better responses by narrowing how many documents you receive per email by moving the alert from weekly to daily.

Step 1: Setting an Alert > Option 1 from Alert Settings

To navigate to Alert Settings, from within the Halcyon platform click your profile icon in the upper right corner then > Alerts

The Alert settings view will open and in the lower left hand corner click > Create alert

Step 2: Set your search parameters.

Filter documents by state public utility commission, regional grid operator, and/or federal agency; specific docket numbers, if known; keywords; filing type; topics; and/or publication date.

Click Next

Step 3: Set your Alert Name, Frequency, and Query and then click Save alert

Step 4: Receiving Alerts

You will receive the Alert email in your inbox. The top white box shows how many new documents match your search filters that have been added to Halcyon since your last alert (in this case 20).  The bottom white box contains your Query prompt and response with clickable citations. The red rectangles in the image are links to additional information in the platform.

Often there will be more documents included in your alert than are summarized or used in the query response. To see these documents, click View all new documents, which will take you to Halcyon’s platform where you can view these new documents.

You can also view your full query response by either clicking View full query from the email or changing the view to Response, as shown above.

The Alerts preferences manager allows you to edit information about an alert: the Alert name (the email subject line); the Alert search criteria; delivery cadence and frequency of delivery (e.g. daily, every Tuesday, etc.); and the query.

To edit your alerts from within the Halcyon platform click your profile icon in the upper right corner then > Alerts

To edit the alert, select the alert from the lefthand side and click the three dots … > Edit or in the upper right corner for the selected alert click > Edit

First edit your Search filters,

then click Next to edit your Alert Name, Frequency, Query and then click Save changes.

You can also turn on and off email notifications for your alerts. You’ll still receive any alert updates in your Alerts feed in the platform.

Got questions or feedback about this page? support@halcyon.io