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Solutions/Functions/Supply chain and inventory/Logistics and transportation/Shipping documents and customs

AI workflows for shipping documents and customs.

Preparing and checking the paperwork that moves goods across borders: commercial invoices, forwarder instructions and bills of lading.

Who does this work

  • Export coordinator
  • Customs compliance specialist
  • Shipping clerk

1 workflow template ready to adapt, and 3 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. Draft a commercial export invoiceIllustrative
  3. Draft the forwarder's shipping instructionsIllustrative

The workflows identified

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

Check shipping documents against each otherCompares a shipment's documents field by field (references, parties, quantities, weights, values) and lists every difference before anything is issued.Workflow template
Draft a commercial export invoiceBuilds a commercial invoice draft from approved shipment facts, with item details, quantities, values and unanswered fields for review.Illustrative · not built yet
Draft the forwarder's shipping instructionsPrepares one instruction set for the freight forwarder linking parties, route, package details and reviewed filing instructions.Illustrative · not built yet

Workflow templates

Bill 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

Request this workflow

Tell us the shipping documents and customs 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 logistics and transportationThe broader area this belongs to, with its workflows.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.

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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