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.
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.
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.
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.
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-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.
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.