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Solutions/Functions/Supply chain and inventory/Logistics and transportation

AI workflows for logistics and transportation.

Moving goods: carriers, shipping documents, freight costs and delivery performance.

Who does this work

  • Logistics manager
  • Import specialist
  • Logistics coordinator

2 workflow templates ready to adapt, and 7 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Check shipping documents against each other
  2. Compare stocking location optionsIllustrative
  3. Draft a commercial export invoiceIllustrative
  4. Draft the forwarder's shipping instructionsIllustrative
  5. Find backhaul loads for return legsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Compare stocking location optionsCompares what a new stocking location or distribution pattern would change in service reach, transport cost, stock duplication and capacity.Illustrative · not built yet
Find backhaul loads for return legsLists return-pickup requests that could fit existing routes, with pickup sequence, remaining capacity and stops that cannot be combined.Illustrative · not built yet
Plan a trailer loadProposes pallet groupings by stop for a mixed shipment, with space, weight and product-compatibility questions for the loading team.Illustrative · not built yet
Plan delivery routes around time windowsDrafts route options for delivery stops that compete for vehicles, with arrival ranges, waiting time, capacity conflicts and unserved stops.Illustrative · not built yet

Shipping documents and customs

Check shipping documents against each otherWorkflow template
Draft a commercial export invoiceIllustrative · not built yet
Draft the forwarder's shipping instructionsIllustrative · not built yet

Workflow templates

Carrier performance reviewThe shipping lead gets a lane-by-lane comparison of carriers from the delivery export and the freight charges: on-time delivery, damage, tracking gaps and cost, each with the shipments behind it. A person decides whether to raise issues or change carrier.Workflow templateBill of lading field checkWhen a draft bill of lading arrives before it is issued, the documentation specialist gets a field-by-field comparison with the booking, the shipper's instructions and the packing list, with every difference marked. Nothing is issued or corrected.Workflow template

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Tell us the logistics and transportation work you need and the team that does it, and we build the workflow with you from your own procedures.

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Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of supply chain and inventoryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within logistics and transportation

  • Shipping documents and customs

Other areas of supply chain and inventory

  • Inventory management
  • Supply and demand planning
  • Warehousing and fulfillment

Supply chain and inventory workflow templates by industry

  • E-commerce and retail
  • Logistics and trade
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