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Automations · Oil & Gas

Oil & Gas Automations

5 done-for-you automations built for the roles that keep this industry running. Book a consultation and we'll tailor any of these to your exact tools.

Field Operations Manager

Permit to Work & Daily Safety Check-In System

Before any hazardous work begins on a well site, this automation issues the digital Permit to Work form to the requesting crew, routes it for approval through the operations manager and safety officer, and logs the approved permit with a timestamp and expiration window. At the start of every shift, field personnel submit a brief digital check-in confirming site conditions, hazard controls in place, and crew headcount, and any crew that hasn't checked in within 30 minutes of shift start triggers an immediate alert. The operations manager knows the status of every active work site without making a single phone call.

Tools Required
Jotform (PTW form and daily check-in)Zapier or Make.comAirtable (permit log and approval workflow)Twilio (crew check-in SMS and manager alerts)Slack (escalation for missed check-ins)
Drilling Supervisor

Daily Drilling Report & KPI Dashboard Automation

At the end of each tour, the driller submits a standardized digital daily drilling report (footage drilled, bit hours, mud weight, NPT events, and cost codes) and the system automatically compiles it into a formatted summary, calculates daily and cumulative KPIs against the AFE budget, and emails it to the drilling superintendent, company man, and finance team. Cost overruns against the authorized AFE trigger an immediate flag before the well reaches the point where a budget conversation can no longer change the outcome.

Tools Required
Jotform or a drilling report appZapier or Make.comGoogle Sheets (KPI calculator and AFE tracker)OpenAI API (daily narrative summary)Email (stakeholder distribution)
Land Manager

Lease Expiration & Delay Rental Payment Tracker

Every active lease in the land department's database is tracked against its primary term expiration date, continuous development obligation, and delay rental due dates, with automated reminders sent to the responsible landman at 180, 90, 30, and 7 days before each critical date. Missed delay rental payments can void a lease worth millions, this automation ensures that no payment deadline is discovered after it has already passed. When a lease is approaching expiration without a drilling commitment in the queue, the land manager receives a decision-point alert to evaluate whether to pay, negotiate an extension, or release the acreage.

Tools Required
Land management software (e.g., Quorum Land or WolfePak) or AirtableZapier or Make.comGoogle Calendar (critical date entries)Email or Slack (escalating deadline alerts)QuickBooks (delay rental payment scheduling)
HSE Manager

Incident & Near Miss Reporting & Regulatory Compliance System

The moment a field employee submits an incident or near miss report via mobile form, the system timestamps it, notifies the HSE manager and site supervisor immediately, assigns a root cause investigation task with a 24-hour deadline, and (based on the incident type and severity) automatically determines whether OSHA or state regulatory notification is required and populates the appropriate form pre-filled with available data. The HSE manager's monthly compliance report is generated automatically from all logged incidents, turning a reactive documentation process into a proactive, always-current compliance record.

Tools Required
Jotform (incident and near miss form)Zapier or Make.comAirtable (incident log and CAPA tracker)Twilio (immediate supervisor and HSE manager alerts)OpenAI API (root cause investigation draft)
Oil & Gas Accountant

Joint Interest Billing & Revenue Distribution System

At the close of each production month, this automation pulls lease operating expenses by cost code and working interest owner from the accounting system, calculates each partner's proportionate share of costs and revenue per the JOA, and generates formatted joint interest billing statements for each non-operator. Partners who are past due on their JIB payment receive automated reminder notices on a set schedule, and the accountant sees a live aging dashboard showing which partners are current and which are in default, replacing the manual Excel process that typically occupies the first two weeks of every month.

Tools Required
Oil and gas accounting software (e.g., WolfePak, Enertia, or Quorum)Zapier or Make.comGoogle Sheets or Airtable (JIB aging dashboard)Email (automated JIB statements and past-due notices)

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