Operations
Order intake into the ERP
Purchase orders that arrive by email, PDF or spreadsheet are read, checked against your catalog and entered into the ERP for a quick review.
Automation
Operations · Agent
Shipping and compliance paperwork
AI shipping documents and customs paperwork prep
Prepares commercial invoices, packing lists and customs forms from your order and product data, ready for a person to check and sign off.
01 today
The problem
Every international or regulated shipment needs its own set of documents, each with the same details typed again. One wrong weight, HS code or Incoterm can hold goods at the border or bring a fine. The rules sit in one experienced person's head, and nobody else is confident doing it.
02 the run
What the AI does
- Step 1: Takes the order, product weights, dimensions and country of origin from NetSuite, SAP Business One or Cin7 when a shipment is booked.
- Step 2: Prepares the commercial invoice, packing list and carrier forms in the format the destination and carrier expect.
- Step 3: Suggests HS codes and flags items that may need extra documents, such as certificates of origin, safety data sheets or dangerous goods declarations, based on your product records.
- Step 4: Checks the paperwork against the order for mismatched quantities, values or addresses.
- Step 5: Saves the finished pack to SharePoint and attaches it to the shipment in ShipStation, ready for signature through DocuSign where needed.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Your shipping or compliance lead checks and signs off every document set before it goes to the carrier or broker. New HS codes and any flagged items always need their review.
04 after
What changes
Paperwork is ready when the goods are, without retyping the same details. Fewer shipments get held up over avoidable errors, and the know-how no longer depends on one person.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Custom app
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Working with teams in the United States, United Kingdom and Australia.