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Done For You

Orders and shipping documents processed for 3PLs and warehouses

Third-party logistics providers receive orders and documents from many customers in many formats. These automations read them, enter them correctly and flag what does not match, so the floor gets clean work orders.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

3PLs & warehousing

The 2 automations that matter most

Automation 1

Order Entry & Processing

Reads emailed and PDF orders from each client, checks items and addresses, and creates orders in your WMS or ERP.

See the outcome
  • Same-day order release

    Clean orders are created as drafts within minutes of arriving, so the warehouse sees them on the first pick wave instead of the next morning.

  • Fewer order disputes

    Every line is checked against the customer's price list, item cross-reference and open credit before it reaches the ERP, so mistakes are caught before they ship.

  • CSRs back on customers

    Your team spends its time on exceptions, allocations and customer calls instead of copy and paste.

Automation 2

Document Intake & Data Extraction

Reads bills of lading, packing slips, customs forms and certificates and files the data where it belongs.

See the outcome
  • Data in the system the same day

    Receipts, shipments and certificates are posted within minutes of the paperwork arriving instead of piling up for batch entry.

  • Fewer keying errors

    Extracted values are checked against the PO, shipment or item record, so mismatched quantities and weights are flagged before they cause disputes.

  • Every document findable

    Each file is classified, named and linked to its order, shipment or supplier record, so anyone can pull it up in seconds.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 1

    Week 1

    Discovery and access

    We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.

  2. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 3

    Weeks 3–5

    Test and pilot

    We test on your real history, then run a pilot on live work while your team reviews what the agent does.

  4. 4

    Weeks 4–6

    Go live and hand over

    We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

  • Which customers' orders took longest to enter this week, and what held them up?
  • How many orders are sitting unapproved right now, and what is their total value?
  • Which shipments last week are still missing signed paperwork?

3PLs & warehousing: questions

Straight answers to what clients ask us most.

Ask our team

Can it handle many client formats?

Yes. Each client's order layout is learned and tested on real examples before go-live. New formats are added as clients join, and unclear orders go to your team.

Does it work with EDI?

EDI orders usually flow well already. The agent focuses on the email, PDF and spreadsheet orders that still need retyping, and it can sit beside your EDI setup.

Which TMS and WMS platforms do you integrate with?

Common ones include McLeod, Aljex, Revenova, Rose Rocket, Turvo, MercuryGate and Descartes for transport, and Extensiv, ShipHero and NetSuite for warehousing, where they offer integration options. We confirm your setup in discovery.

Can the agent negotiate rates with carriers?

It can answer carrier offers within the rate ranges and rules you set, and it sends anything outside them to your carrier sales team. You decide how much it may agree on its own.

More in Logistics & Transportation

Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only