Deploy AI Agents Across Back Office Operations

ROI[1.1]

Summary[1.2]

Inputs[1.3]

Actions[1.4]

1. 01
   Monitor shipment document sources (email inboxes, TMS uploads, portals).
2. 02
   Classify documents by type and extract required data fields.
3. 03
   Reconcile document data against expected TMS records.
4. 04
   Update TMS records or flag exceptions for operator review.

Outcomes[1.5]

ROI[2.1]

Summary[2.2]

Inputs[2.3]

Actions[2.4]

1. 01
   Monitor intake channels for new order requests.
2. 02
   Extract origin, destination, equipment, dates, and rate details.
3. 03
   Validate required fields against customer rules and profiles.
4. 04
   Create the order record and request missing details on exceptions.

Outcomes[2.5]

ROI[3.1]

Summary[3.2]

Inputs[3.3]

Actions[3.4]

1. 01
   Classify inbound messages by intent and priority.
2. 02
   Extract load IDs, dates, and key shipment details.
3. 03
   Route each message to the correct queue or owner.
4. 04
   Draft responses and update TMS or CRM status fields.

Outcomes[3.5]

ROI[4.1]

Summary[4.2]

Inputs[4.3]

Actions[4.4]

1. 01
   Extract payer, invoice references, and payment amounts.
2. 02
   Match payments to open invoices with tolerance rules.
3. 03
   Identify short pays, overpays, and missing references.
4. 04
   Post reconciled payments and flag exceptions for review.

Outcomes[4.5]

ROI[5.1]

Summary[5.2]

Inputs[5.3]

Actions[5.4]

1. 01
   Normalize tender data into a standard load schema.
2. 02
   Validate against lane rules, capacity, and rate thresholds.
3. 03
   Create or update loads in the TMS and accept or decline automatically.
4. 04
   Dispatch to carriers and confirm acceptance or rejection.

Outcomes[5.5]