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Department automation

Your logistics team should manage exceptions, not refresh carrier portals

Most of an order desk's day disappears into status checks: logging into carrier portals, forwarding tracking emails, answering "any update on order 4471?" b2bei builds automation that watches every open shipment, drafts the client update, and reconciles the freight bill — on your servers, inside the ERP and TMS you already run, with a person approving every step before it touches a live system. Shipment tracking built this way is running live today in North American manufacturing operations.

The grind

Where the hours actually go

The tracking treadmill

Coordinators log into five carrier portals before lunch, copying statuses into a spreadsheet that is stale by the time it is shared. It is necessary work that teaches nobody anything and never ends.

Every client email is an interruption

"Where's my order?" sounds simple, but answering it means a portal login, an ERP lookup, and a carefully worded reply — twenty minutes each, dozens of times a week, pulled from people who should be solving delivery problems.

Freight invoices audited by spot-check

Carrier invoices arrive in batches carrying accessorials, fuel surcharges, and detention fees that do not always match the rate confirmation. Checking every line against the quote and the BOL is tedious enough that most teams sample a few — and the mismatches ride through with the rest.

Receipts that go quiet

A shipment that never arrives rarely announces itself. Too often the first signal is a customer call or a month-end count, long after the window to fix it cheaply has closed.

The split

Automate the repetitive. Protect the cognitive.

We automate

  • Shipment status tracking — watches every open load across carrier portals and tracking feeds, flagging the late and the stalled — live today in manufacturing operations

  • Client update drafts — turns real tracking data into a ready-to-send status email that a person reads and approves before it goes out

  • Receipt monitoring — compares expected deliveries against what actually arrived and raises the gap the same day, not at month-end

  • Batched freight invoice reconciliation — checks every carrier invoice line against the rate confirmation and the BOL with deterministic, auditable math — only mismatches reach a person

We protect

  • Exception decisions — expedite, reroute, dispute the charge, or absorb it — trade-offs your people make, now with better information in front of them

  • Client conversations — the automation drafts; your team owns the relationship, especially when the news is bad

  • Final approval on everything outbound — no client email, invoice match, or ERP entry moves until a coordinator clicks approve — on the first load and the ten-thousandth

  • Manual capability — the automation runs in parallel with your existing process until proven, and your team keeps the skill to run it by hand

How it runs

Prepare-and-confirm, always

AI drafts. A person reviews and approves. Nothing touches a live system without a human gate — that's the architecture, not a phase.

The full build architecture →

A worked example

Overnight, the automation checks every open shipment and finds a load that has sat at a carrier terminal for two days. By 8 a.m. your coordinator sees the flagged exception alongside a drafted client email — tracking history, revised ETA, plain language — written and waiting. She adjusts one sentence because she knows this customer prefers directness, and approves; nothing sends until she does. Whether to pay for an expedited recovery shipment stays her call, because weighing freight cost against a customer relationship is exactly the judgment we refuse to automate. And until the system has proven itself on your lanes and volumes, it runs alongside your manual process, not instead of it.

Questions operators ask

Does this replace my coordinators and dispatchers?

No, and that is by design, not a limitation. We automate the repetitive lookups, drafting, and line-by-line checking; exception handling, carrier disputes, and client conversations stay with your people. The same desk covers more loads per coordinator and catches the stalled shipment before the customer calls about it.

Which carriers and systems does this work with?

We build on what you already run — your ERP, your TMS, and the portals and tracking feeds of the carriers you actually use. Where a carrier offers no clean data feed, AI extracts the status from the emails and PDFs they do send; all matching, ETA logic, and reconciliation math is deterministic and auditable. There is no new platform for your team to learn, and it runs on your own servers.

What happens if the automation gets a status wrong?

Nothing reaches a client or your ERP without a person reviewing and approving it first — on the first shipment and on the ten-thousandth. Until the automation has earned trust on your lanes and carriers, it runs beside your existing manual checks, so a wrong status costs you a review click, not a customer.

Map the repetitive work in logistics & order operations.

We sit with your team, map how the work actually happens, and draw the split: what's worth automating, and what automation should never touch. You keep the map either way.

Map your workflows