Freight workflow automation
Build the process once. Agents run it on every shipment.
Berel’s freight workflow automation turns your standard procedures into rules and tasks. Agents follow them, trigger the next step and tell customers what they need to know.
How it all connects.
Blue marks what the agent does at each step. Your team approves what goes out.
- 1Quote wonCarries every charge into the new shipment
- 2Shipment createdBuilds the task list from your rules
- 3Milestone reachedUpdates dates and notifies the customer
- 4Exception foundAlerts your team and the customer early
- 5DeliveredDrafts the invoice from shipment data
Freight workflow automation features
Smart task lists
Tasks appear at the right milestone for the right person, based on your conditions.
Customer procedures
Set procedures per customer or lane. Every matching shipment follows them.
Quote to invoice
Charges carry from quote to shipment to invoice without retyping.
Shared notes
Notes on bills, containers and customers show up wherever the team works.
Exception alerts
Delays and missing documents reach your team and the customer before anyone asks.
Scheduled updates
Updates per customer, daily, weekly or at each milestone.
Workflow automation FAQ
Do I need developers to set up automation?
No. Your operations team writes rules and procedures in the same place they work every day.
Can rules differ per customer?
Yes. Tasks, updates, report formats and procedures can be set per customer or lane.
How do agents and rules work together?
Rules decide what should happen. Agents do the work, like drafting the update or filing the document, and ask for approval where you require it.
Which plans include automation?
Workflow automation and AI agents are part of every plan. Higher plans include more AI credits.
More freight forwarding software capabilities
See workflow automation with agents at work.
Book a demo on your own lanes, or talk to sales about pricing and migration.