Logistics Lead Management Automation Scenarios

Automating Email Attachments for Order Processing

The user provides input on what information must be included in the email attachment

The AI tool will automatically generate the document based on the agent selection and consignor information.

The AI tool will analyze the shipment details and consignor information, and it creates a concise email content with all details.

Attaching Invoices to Email Notifications

Users Directly Modify

Users directly modify or input data within the tool or application. This could include updating customer information, placing orders, or providing any other relevant data.

Attachment Processing

Attachments undergo Optical Character Recognition (OCR) for conversion into machine-readable text.

Data Extraction (AI)

AI extracts relevant data from both email content and attachments, including customer information and order details.

Secure Data Storage

AI extracts relevant data from both email content and attachments, including customer information and order details.

Data Handling

Emails and attachments undergo OCR for data extraction, aiding in customer request processing, order updates, and data analysis.

Phenomenal Lead Management Software for Your Logistics Business

Automate Your Shipment Notifications

You can automate emails to customers to get notified updated on shipment information. Automated email will notify customers at each stage.

Alerts and Triggers on Inventory Re-Order Points

You can set automated email alerts that notify concern teams when inventory levels are low, and reordering is essential to prevent shortages

Enable Shipping Confirmation Emails

Set up an automated confirmation email that will be sent to customers when the shipment is received, and you confirm the order.

Let AI handle Your Email Data

The shipping company receives emails from consignors or agents. AI tools automatically check if the email contains an attachment.

Digitalize Your Paper Documents with OCR

If an attachment is found in email, an OCR tool converts the content of the attachment (text, tables) into machine-readable

Auto-generate Reports and Track Performance

Automate email reports with desired template in the report with information like goods description, container details, origin/destination ports, incoterms.

Outperform Your Previous Lead Management Process with iSQUARE’s Advanced Automation!

Most logistics automation platforms help to automate repetitive tasks. iSQUARE’s AI-powered logistics lead management tool helps to extract shipment data from emails, handle invoice processing emails by automating verification, and attachment processing.

Schedule a Free Demo!