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

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.

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