01
One intake. Every document.
PODs, BOLs, invoices and rate confirmations arrive through different channels. Identify the files, extract key fields and organize them against the right shipment, customer or carrier.
FREIGHT DOCUMENT & OPERATIONS AUTOMATIONFOR FREIGHT BROKERAGES & 3PL TEAMSFreight moves.
Greater Atlanta and beyond. Start with one costly bottleneck.
Freight moves.
Paperwork
should too.
Turn delivery documents into checked records and billing-ready work. We build and manage custom automation around your TMS, your team, and the way you operate.
20-minute phone review with Austin · US EasternGreater Atlanta and beyond. Start with one costly bottleneck.
OPERATIONS DESKILLUSTRATIVE
ATLANTAOrigin
CHARLOTTEDestination
LOAD ATL-1048Delivered.
Ready for the next step?
Ready for the next step?
Signed POD + BOL
Invoice + rate confirmation
$160 charge to reviewFLAGGED
Keep your existing TMSReduce repetitive administrationMeasure a focused pilot
THE WORK AFTER THE DELIVERYThe truck is done.
The truck is done.
Your team isn’t.
Open the email. Find the load. Check the POD. Compare the invoice. Chase the receipt. Re-enter the same details. Multiply that by hundreds or thousands of shipments.
We connect those repetitive steps into an event-driven workflow. New documents can start the process automatically, with checks, exception handling and staff approval where it matters. Your team works the exceptions instead of rebuilding every packet.
BUILT AROUND THE WAY FREIGHT WORKSLess document handling.
Less document handling.
More operational capacity.
Choose the workflows that cost your team the most time. Each implementation is scoped to your documents, systems and business rules.
02
Match the load. Check the details.
Compare load references, delivery signatures, shipment details and duplicate documents. Unclear matches become a review task, not a guess written into your records.
03
A clearer path to billing.
Compare carrier invoices with approved rates and supporting accessorial receipts. Prepare complete customer billing packets; route disputed charges and missing paperwork for review.
04
Carrier packets, kept in order.
Organize COIs, W-9s and agreements. Track missing forms and expiration information for staff review. Actual insurance or authority verification needs approved sources and human oversight.
05
Your customer’s rules, remembered.
Different customers need different supporting documents. Build their checklists into the workflow so staff can see exactly what is missing before a packet moves forward.
06
Follow-up with a next step.
Prepare missing-document requests, reminders and employee tasks. Apply the right approval before customer-facing messages, and keep exceptions and failed updates visible.
FOLLOW ONE LOAD THROUGH THE WORKFour documents.
Four documents.
One difference worth catching.
A $2,310 invoice. A $2,150 rate confirmation. See how a proposed workflow makes the $160 difference visible before billing preparation.
SYNTHETIC EXAMPLEPrewritten illustration · no uploads, live extraction or system connections
Switching scenarios resets approval and the simulated update.
01 / RECEIVE & EXTRACT
The documents arrive. The work begins.
A custom workflow can collect paperwork through authorized channels and retain the source behind each field.
POD + BOL · load referenceATL-1048
POD · delivery signaturePresent in this example
Rate confirmation · approved amount$2,150
Carrier invoice · requested amount$2,310
These fields are prewritten. No AI reads or validates files on this page.
CONNECT THE WORK, KEEP THE SYSTEMSYour TMS stays.
Your TMS stays.
The retyping goes.
Build alongside email, document storage, accounting and transportation management software. We assess supported APIs, permitted access and your approval rules before committing to a connection.
Where a direct update isn’t supported, an import-ready file or staff queue can still remove repetitive preparation. We record outcomes and send failed updates back for review.
Email & documents
Tailored workflowExtract → Match → Check → Review
TMS · Accounting · Staff queues
Proposed architecture. Connections assessed together.WHAT COULD THE TIME BE WORTH?Put your own
Put your own
numbers to it.
Estimate the staff capacity a connected process could free up. Use the same scope for both times: include document handling, system entry, and follow-up work you want to compare, plus checking and correcting the assisted output. Count each task once.
YOUR ILLUSTRATIVE ESTIMATE
133.3hours / month
Potential staff capacity recovered
$4,000equivalent staff capacity
1,000 shipments × (12 − 4) minutes ÷ 60
Assumptions, not measured results or guaranteed cash savings. Software, implementation, processing, training, and ongoing costs are not included.
BUILD. MANAGE. IMPROVE.Start small.
Start small.
Prove the useful part.
A managed automation system, built around your operation. We help define the workflow, implement it and keep improving it with your team.
- 01
Find the expensive repetition
Walk through one recurring task, the documents involved, monthly volume and time spent—including exceptions and corrections.
- 02
Agree on the connections and controls
Check system access, customer rules, approval points and sensitive-data handling. Scope implementation and ongoing support costs.
- 03
Measure before expanding
Compare staff time, packet completeness, exception handling and billing-preparation time against your starting point. Expand what proves useful.
YOUR OPERATIONS. OUR ENGINEERING.A system built for you.
A system built for you.
A team behind it.
Tailored Agents builds custom software, AI assistants and connected operations. Our StonegateOS engineering case study shows how we approach business systems; it is not a freight client result.
See our engineering approach
YOUR POINT OF CONTACTAustin Dugger
Development / Sales · Tailored Agents
BRING ONE REPEATING TASKLet’s find the work
Let’s find the work
you shouldn’t
do twice.
Book a phone workflow review with Austin. Tell us what your team handles, where paperwork gets stuck and which systems you use.
20 minutes to explore a useful starting point.
We reserve a 30-minute calendar slot. Times are Eastern; we call the number you provide.
No documents needed. Keep private shipment, customer, carrier, banking and tax information out of this form and chat.
Review your workflow with Austin
BEFORE WE TALKPractical questions.
Practical questions.
Straight answers.
Do we need to replace our TMS?
No replacement is the goal. We assess the systems you already use and their supported integrations. Direct updates require compatible APIs, permitted access and agreed controls; we may recommend import-ready files or review queues instead.
Does someone have to prompt a chatbot for every load?
No. A scoped workflow can start when a document arrives through an authorized channel. Extraction, matching, checks and exception routing can run in the background, with staff involved at the agreed review points.
Can this approve carriers or release payments?
The offering supports document administration and billing preparation. It does not autonomously declare a carrier safe, legally compliant or insured, or release a payment. Authoritative checks and consequential decisions need approved sources, integrations and appropriate human oversight.
What does it cost?
We scope implementation, ongoing management and any usage-based processing costs around complexity, document types, volume and integrations. There is no fixed public package or per-document price for this solution.
Is this example processing real freight documents?
No. It uses fictional, prewritten data to illustrate a possible workflow. It does not upload documents, run extraction, connect to a TMS, send messages or update real records.
Tailored Agents AI
Our AI assistant, here to help.AI can make mistakes. Confirm details with our team. Please leave out sensitive information. Messages are processed by OpenAI; chat alone does not submit a request or book a meeting.