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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. These are some of our principal services, and we also build custom automation tailored to your operation.

Principal services
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 50–70% of repetitive desk replies.

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Compatible with Outlook, Gmail, and shared inboxes.

Proof of delivery

Automated POD Confirmation

Read driver-submitted POD images, validate signature, BOL match, and accessorials, then file the load and tee up invoicing, with exceptions routed to a human.

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Confidence-scored exceptions routed to humans.

Notes

Post-Call Notes Automation

Sales and carrier-representative calls are transcribed, summarized, and pushed into your CRM with structured fields (commit, lane, rate, next step). Representatives stop logging. They sell.

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

Tendering

Tender Intake (PDF & email)

PDF and email tenders read, validated, and normalized into structured loads and dropped into your TMS. Acknowledge tenders in seconds instead of minutes.

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We read the formats your shippers actually send, PDF attachments and email bodies, and onboard new tender layouts as needed.

Carrier Check

Carrier Check-Call Automation

Outbound SMS and 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.

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

Accounts Receivable

Invoice & AR Automation

Match rate cons, PODs, and accessorial documents to invoices, push to factoring or QuickBooks, and chase aging buckets with templated outreach.

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

Need something else? These are just some of our principal services. If you have a different workflow you want automated, we can scope a custom build for it.

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

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