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Automated Email and Doc Reader

Logistics

Logistics

Workflow / Automation

Workflow / Automation

Automated Email and Doc Reader

Reads the operations inbox every minute, classifies each RFQ, BOL, POD or COI, extracts the fields with OCR and creates or updates the load in the TMS.

Automated Email and Doc Reader planet visual

THE CONTEXT

Every inbox document gets typed in by hand today

Every RFQ, BOL, POD or rate con landing in the operations inbox is read and typed into the system by hand. The team spends two to four hours a day on that entry, across fifty to two hundred documents. The cost is double: operator hours and typos that break the Q2C.

Context illustration
Solution illustration

THE SOLUTION

The load gets created without typing the doc at all

The agent reads the inbox every minute, classifies the type and extracts the fields with OCR. If confidence clears the threshold, it creates or updates the load in the TMS with a link to the source email; if not, it sends it to the operator queue. No manual entry.

KEY CAPABILITIES

What the agent resolves within each document

Inbox reading

It connects by OAuth to the shared Outlook or Gmail inbox and reads each incoming email every minute, with all its attachments.

Classify and extract

It identifies whether the document is an RFQ, BOL, POD, COI or rate con, and extracts origin, destination, weight, date and rate with OCR.

Load creation

It creates or updates the load in the TMS with the extracted fields and leaves a link to the source email as audit evidence of each record.

Review queue

When confidence falls below the configured threshold, it sends the document to a queue where the operator confirms or corrects first.

Before / After

The inbox document stops being typed and becomes a load in seconds.

2 to 4 hours of entry

100% typed by hand

Typos break the Q2C

System Integrations

Connects to what your operation already uses

It reads the inbox by OAuth, extracts fields with Azure OCR, creates the load in the TMS with an email link and leaves low-confidence ones in a queue.

Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Outlook
Gmail
Azure Document Intelligence
FastTrax
n8n
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion
Power BI
Microsoft Teams
Slack
Notion

FAQs

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