AI workflows for freight brokers, 3PLs, carriers, and forwarders. Built around your TMS, your inbox, and your phones.
Who this is for: Freight brokerages, 3PLs, asset-based carriers, and freight forwarders with 5 to 200 people.
Where the hours go
Shippers email rate requests to five brokers at once. The first accurate reply usually wins, and yours is buried under two hundred other emails.
BOLs, PODs, rate confirmations, and carrier invoices arrive as PDFs and driver photos. Someone types them into the TMS, and invoicing waits on that.
Dispatchers spend hours calling drivers for location updates and answering "where's my freight" from customers.
W-9s, insurance certificates, and authority checks pile up. Missing an expired COI is expensive.
Workflows we install
Each of these is a fixed-scope pilot on its own. Most clients start with one and add the next once they've seen it run.
Today
Rate requests are read one by one, lanes looked up manually, replies sent hours later.
With the workflow
Incoming requests are parsed for lane, equipment, dates, and weight. A draft quote with market rate context lands in the rep's queue within minutes for one-click approval.
Today
PDFs and driver photos are opened, read, and typed into the TMS. Invoicing waits on the backlog.
With the workflow
Documents are read on arrival, matched to the load, checked for signatures and discrepancies, and posted to the TMS. Exceptions go to a person with the mismatch highlighted.
Today
After 6pm, calls go to voicemail. Customers call the sales rep's cell.
With the workflow
Callers get live status pulled from your TMS, can leave a pickup request, and urgent issues are routed to the on-call dispatcher with a summary.
Today
Packets arrive by email. Someone checks FMCSA, insurance, and W-9 by hand.
With the workflow
Packets are verified against FMCSA and insurance data automatically. Expiring COIs trigger a reminder to the carrier before the load, not after.
Today
Customers email for updates. Reps copy tracking information by hand.
With the workflow
Pickup, in-transit, and delivery updates go out in your template, with exceptions flagged to the rep before the customer asks.
Every extraction is logged with its source document. Rate replies stay drafts until a rep approves them. Nothing is sent to a customer or carrier without a rule you set.
How we handle dataWorks with
If yours isn't listed, ask. If a tool has an API we use it, and if it doesn't we work through exports, email-in, or an approved browser automation.
Questions
Usually, yes. If there's an API we use it. If not, we work through exports, email-in, or a secure browser automation that you approve. We confirm the approach during the audit, before you pay for anything.
Good enough to remove most of the typing, not all of it. During the pilot we measure accuracy on your actual documents and route anything below the threshold to a person. You see the numbers before you commit.
Yes, if you want them to, and most clients disclose it up front. The line answers status questions and takes requests. Anything complex goes to your team with a summary.
Start with a free 30-minute audit. You get a written workflow map and a fixed price, whether or not you go ahead.
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