Workflows
Operational playbooks by role.
Freight broker workflow
Brokers upload incoming tenders and rate confirmations in bulk, let extraction structure them, and approve through the review queue, turning a manual backlog into a steady, auditable flow.
Dispatcher workflow
Dispatchers process documents between carrier calls, relying on confidence scores to approve clean shipments quickly and flag only what needs attention.
Operations manager workflow
Managers monitor the dashboard for processing status, pending reviews, and throughput, using the audit trail to maintain quality as volume grows.
Review workflow
Reviewers compare the source document with extracted fields, correct anything inaccurate, and approve, keeping a human in control of every shipment.
Export workflow
After approval, choose a format and export. Files are generated on demand and stored in the export history for re-download.
Can’t find what you’re looking for?