Industry solutions · Industrial & Logistics
For manufacturers, distributors, freight forwarders and 3PL operators, we design, integrate and operate AI agents and workflows for RFQ and document intake with catalogue matching, shipment milestone updates, invoice and proof-of-delivery extraction with exception queues, and maintenance and service coordination. Uncertain matches are reviewed by staff, and humans approve commercial commitments and any safety-critical action.
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Requests come as emails, spreadsheets, PDFs and drawings with inconsistent part names, slowing quotation and risking errors.
Customers and internal teams chase status updates that sit across carrier portals, TMS and email threads.
Invoices, delivery notes and proofs of delivery are keyed in by hand and mismatches are found late.
Service requests, spare-part checks and technician schedules are coordinated by phone and email.
Four example solution patterns. Each is configured around your systems, rules and approval points.
01
Inputs
RFQ emails, spreadsheets, PDFs and specification sheets.
AI & workflow actions
Extracts line items, quantities and specifications and proposes matches against your product catalogue with a confidence score.
Human escalation
Low-confidence or ambiguous matches are reviewed by sales engineers; pricing and lead times are confirmed by your team.
Systems updated
Draft quotation or opportunity created in the ERP or CRM for review.
02
Inputs
Customer enquiries and carrier, TMS or tracking events.
AI & workflow actions
Retrieves the latest milestones from connected sources and sends proactive updates on agreed events such as departure, arrival and customs release.
Human escalation
Delays, exceptions and claims are routed to the operations team with shipment context.
Systems updated
Shipment record and customer communication log updated.
03
Inputs
Supplier and carrier invoices, delivery notes and proofs of delivery.
AI & workflow actions
Extracts header and line data, matches to purchase orders and shipments, and flags price, quantity or signature mismatches.
Human escalation
Exceptions enter a review queue; payments and credit notes require finance approval.
Systems updated
Validated data posted to the ERP or accounting system after approval.
04
Inputs
Service requests from customers, sites or equipment alerts.
AI & workflow actions
Collects equipment and fault details, checks spare-part availability and proposes technician slots.
Human escalation
Safety-critical issues follow your safety procedure immediately and are handled only by qualified staff.
Systems updated
Work order created in the maintenance or field-service system.
Illustrative example
Illustrative flow: an RFQ from email to draft quote
A buyer emails an RFQ with a spreadsheet of 40 line items.
The workflow extracts each line and proposes catalogue matches with confidence scores.
Thirty-four lines match with high confidence; six uncertain lines are queued for a sales engineer.
The engineer resolves the six lines; the system assembles a draft quotation in the ERP.
A sales manager reviews pricing, lead times and terms and approves before the quote is sent.
Time from RFQ receipt to quote and the share of lines needing review are tracked monthly.
This scenario is illustrative, not a client case. Actual configuration depends on project scope, data access and your policies.
Examples only. Every integration is subject to API availability, access approval and security review during discovery; we do not assume prebuilt connectors.
Discovery
Analyse document types, catalogue structure, milestone sources and approval authorities.
Design
Design extraction schemas, matching rules, confidence thresholds and exception queues.
Pilot
Pilot on one document type, customer group or lane with staff reviewing every output.
Integration
Integrate ERP, TMS/WMS and carrier sources through approved APIs, EDI or exports.
Operation
Operate with monitoring of match accuracy, exception volume and processing time.
Optimisation
Tune thresholds and catalogue mappings as review data accumulates.
We baseline these before the pilot and report measured change. We do not promise results in advance.
Book a free consultation to review your processes, systems and constraints, and to define a scoped pilot.
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