Verifying documents under transports, keeping CMRs complete, changing statuses and preparing orders for invoicing are tasks that repeat every single day and eat up hours of your team’s time. In Uniter.Pro you can hand them over to AI automations: digital assistants that you define yourself and that carry out these tasks in the background, on a set schedule. Your people focus on freight forwarding, and the routine is taken over by the system.
What are AI automations in Uniter.Pro?
An AI automation is an assistant you define, which starts on its own and performs a specific task on the data in the system. It runs on a dedicated account with the permissions you grant, at the hours you set, and describes the result of its work in a report. It is not a rigid, hard-coded script, but an assistant to which you describe, in plain language, what it should do and what to watch out for.
Such an automation can, among other things:
- check documents (CMRs, scans, attachments) linked to transports,
- make sure documents are complete and correct before settlement,
- change transport statuses and prepare orders for invoicing,
- catch missing items and record them where the dispatcher will see them,
- send a report of the work it has done to a chosen e-mail address.
Verification of CMRs and transport documents
Before a transport can be invoiced, someone has to check whether the documents are complete and legible. The AI automation does this for the team: it analyses the files attached to stops, assesses whether a document is legible and contains the required data (e.g. completed fields, a date, a delivery signature), and whenever something is missing or raises doubts, it describes it in the transport’s notes. As a result, the dispatcher immediately sees which orders are ready for settlement and which need to be completed.
Automatic invoicing and status changes
When the documents are in order, the automation moves the transport to the next stage, for example from the “Documents” status to “Booked”, and prepares the order for an invoice to be issued. Instead of manually clicking through dozens of transports and checking each one separately, the team receives a ready list of items that the system has verified on its own and marked as ready. Settlements start faster and the mistakes that come from retyping data disappear.
Schedule, reports and notifications
Every automation runs on a set schedule, for example every morning and afternoon, or only on selected days. Once it finishes, it sends a report to a chosen e-mail address: how many transports it checked, which ones it booked and where it found gaps. You have full insight into what it did, without having to log into the system.
How do you define your own agent?
You configure the automations in Uniter.Pro yourself, without writing any code. Creating an assistant comes down to a few steps:
- Trigger and schedule – you decide when the automation should run (e.g. twice a day at fixed hours).
- Data scope – you define what its work covers, for example transports at a given stage or documents of a specific type.
- Instruction in plain language – you describe, in everyday words, what it should check and how to react, just as you would explain a task to a new employee.
- Dedicated account and permissions – the automation runs on a separate account with exactly the permissions you grant, no more and no less.
- Test before going live – before the automation starts working for real, you run it in test mode and check the result on real data.
This way of configuring means every company can adapt the automations to its own processes, and not the other way around. A line carrier checks documents differently than a groupage forwarder, and Uniter.Pro lets you describe those differences in the automation’s instruction.
Security and control over automations
Automation does not mean losing control. In Uniter.Pro it is the human who decides what happens automatically and when:
- every automation is disabled by default and only runs once you deliberately switch it on,
- it acts strictly within the permissions granted, on a separate account,
- any change to the instruction has to be tested first before it takes effect for real,
- after each run you receive a report, so you know exactly what was done.
This way AI automations take the routine off your team, while the key decisions and full oversight stay on the human side.
What does it give a transport company?
Handing repetitive tasks over to AI automations translates into concrete benefits:
- less manual work when checking documents and settling transports,
- faster invoicing, because orders are verified on an ongoing basis rather than only at month’s end,
- fewer errors and oversights, because the automation checks every transport by the same rules,
- work outside office hours too, because an automation needs no break.
AI automations in Uniter.Pro are a way for a company to grow without a proportional increase in administrative workload. Would you like to see how to define an automation that checks documents and prepares transports for invoicing in your company? Get in touch and book a demo of the module.