Services / Automation

Take the manual desk work out of your brokerage.

We build and deploy automations on top of your existing TMS, CRM, and inbox. No rip-and-replace. Most clients see the first workflow live in under three weeks.

EMAIL

Email Triage & Auto-Response

Classify inbound carrier and shipper email, extract load numbers, rates, and references, and auto-draft replies into your TMS workflow. Eliminate 60–80% of repetitive desk replies.

Outlook / Gmail / shared inbox compatible. Trained on your historical thread data with human-in-the-loop review for the first 30 days.

POD

Automated POD Confirmation

OCR + LLM pipeline ingests driver-submitted POD images, validates signature, BOL match, and accessorials, then files the load and triggers invoicing — without a coordinator touching it.

Drop-in for McLeod, Aljex, Turvo, MercuryGate, Tai, and Revenova. Confidence-scored exceptions routed to humans.

NOTES

Post-Call Notes Automation

Sales and carrier-rep calls are transcribed, summarized, and pushed into your CRM with structured fields (commit, lane, rate, next step). Reps stop logging — they sell.

Works with RingCentral, Dialpad, Aircall, and standard SIP. CRM connectors for HubSpot, Salesforce, and Pipedrive.

TENDER

Load-Tender Intake

EDI 204s, shipper portals, and PDF tenders normalized into structured loads and dropped into your TMS. Acknowledge tenders in seconds instead of minutes.

Covers 90%+ of shipper portal patterns. Custom carriers and TMS endpoints onboarded in days, not quarters.

CHECK

Carrier Check-Call Automation

Outbound SMS / voice agents capture driver location, ETA, and exceptions on a schedule — pushing tracking events into your TMS and customer portals without a tracking team dialing all day.

MacroPoint / Project44 / FourKites supplement, not replacement. Bilingual EN/ES out of the box.

AR

Invoice & AR Automation

Match rate cons, PODs, and accessorial docs to invoices, push to factoring or QuickBooks, and chase aging buckets with templated outreach. Days-to-invoice down to <24h.

Integrates with TriumphPay, OTR Capital, RTS, and standard ACH rails.

Have a workflow eating your team's day? Let's automate it.

Book a Discovery Call