AI workflows for third-party logistics providers.

Companies that store, move and fulfil goods for other businesses.

Who does this work

  • Logistics manager
  • Account manager
  • Operations supervisor

2 workflow templates ready to adapt, and 12 workflows identified.

Updated

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Examples of the workflows identified
  1. Assemble a freight shortage claim packet
  2. Check a provider's bill against the agreed rates
  3. Check vendor insurance certificates against requirementsIllustrative
  4. Compare supplier quotes on the same basisIllustrative
  5. Define the target segment for a campaignIllustrative

The workflows identified

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

Assemble a freight shortage claim packetParticular to freight shipments and their carrier and warehouse records.Workflow templateCheck a provider's bill against the agreed ratesCarrier rates, fuel surcharges and accessorials such as waiting time need shipment-level facts.Workflow template
Check vendor insurance certificates against requirementsCarrier identifiers, authority records and cargo insurance dates are checked before a carrier is booked.Illustrative · not built yet
Compare supplier quotes on the same basisCarrier rates for a lane are compared on equipment, transit assumptions and accessorial charges beyond the headline rate.Illustrative · not built yet
Define the target segment for a campaignShipper accounts compared on handling needs and service fit.Illustrative · not built yet
Draft a status update on a delayed order or caseTurns a carrier or broker hold on a shipment into a customer notice and a portal update.Illustrative · not built yet
Hand a won deal to the delivery teamA new shipper account, with draft order fields and setup tasks for the operating desks.Illustrative · not built yet
Plan the content from the questions buyers askTopics come from the questions account managers keep answering about bookings, cutoffs and handling.Illustrative · not built yet
Plan the response to an RFP or bidA shipper's RFQ with lane volumes and handling needs, prepared for pricing and operations.Illustrative · not built yet
Prepare overdue invoice follow-upsShippers hold payment for missing proof of delivery or disputed accessorial charges.Illustrative · not built yet
Prepare the periodic client business reviewUses agreed service measures and reported shipping issues.Illustrative · not built yet
Review margin by product, channel or customer segmentMargin is cut by shipping lane and account, separating volume, billed rates and carrier cost.Illustrative · not built yet

Workflow templates

Freight shortage record packetWhen a receiver reports missing or damaged freight, the claims coordinator gets one packet lining up dispatch quantities, warehouse scans, bill of lading, proof of delivery, photos and the customer report, with each unanswered question listed. It assigns no fault and sends nothing.Workflow templateCarrier freight invoice checkThe freight auditor gets a carrier invoice checked line by line against the shipment export and the rate confirmation: duplicate lines, rate differences and extra charges with no delivery or waiting-time record, each tied to its shipment. Accounts payable decides what to pay or dispute.Workflow template

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Where to go next

All of logistics and tradeEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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