AI automation for logistics companies
Take repetitive updates, data entry and follow-ups off your operations team, with AI workflows connected to your CRM, sheets, email and WhatsApp.
Where AI fits in a logistics business
The updates and copying that keep your operations team at their desks.
CRM without manual entry
Customer and shipment details flow into your CRM from emails, forms and messages.
Status updates on WhatsApp
Customers get updates without calling your team, and questions reach the right person.
Quote and booking requests
Capture enquiries, ask for the details you need and route them to your team.
Document processing
Read invoices, delivery documents and forms, and put the data where it belongs.
Reporting and operations
Daily reports and alerts, without anyone rebuilding a spreadsheet.
Internal knowledge
Staff find SOPs, rates and process answers instantly instead of asking around.
From inbox to CRM, automatically
A typical first workflow: the data entry nobody should be doing by hand.
A request arrives
By email, form or WhatsApp.
AI reads it
The customer, shipment and request are picked out of the message or document.
CRM updated
The record is created or updated, with nothing typed by hand.
Team alerted
The right person is told when something needs a decision.
Customer updated
A confirmation or status update goes back automatically.
One logistics client removed manual CRM work entirely.
What to plan for
- Where the data lives. Map every system involved (CRM, sheets, email, any transport software) before automating.
- Exceptions. When a document is unclear or details don't match, a person should review it.
- Customer messages. WhatsApp updates need customers' opt-in and templates Meta has approved.
- A baseline. Count the hours spent on data entry today, so the saving is visible.
Connects
- CRM
- Sheets
- ERP
- Forms
Workflows built on
- n8n
- Make
- Zapier
- OpenAI and Claude
From first call to live in weeks
- Day 1
Discovery call
We understand your business, team, goals and operational bottlenecks.
- Days 2–3, free
Scoping
We identify opportunities and design the systems required to solve them.
- Weeks 1–2
Build and test
We build the workflows, agents and integrations, and test them on your real data.
- Weeks 2–3
Deploy and train
We go live, train your team to run it, then refine so the systems keep delivering value.
Questions, answered
Do we have to replace our current software?
No. We connect the tools you already use, such as your CRM, sheets, email and ERP, into one system.
Can AI read our invoices and delivery documents?
Document processing is one of the systems we build. We test it on your real documents, and anything unclear goes to a person for review.
What should we automate first?
Manual data entry into your CRM is a common start: it happens every day and the time saved is easy to count. One logistics client removed it entirely.
How much does it cost?
It depends on scope. Share a short brief and we reply within 24 hours with a tailored plan, an indicative timeline and pricing. Scoping is free.
How long does it take to go live?
Our engagements run in four steps: discovery call (day 1), scoping (days 2–3, free), build and test (weeks 1–2), deploy and train (weeks 2–3). We test on your real data before anything goes live.
Related
AI voice agents
Answer and follow up on calls.
WhatsApp chatbots
Status updates and answers on WhatsApp.
n8n vs Make vs Zapier
Which automation tool fits your business.
Tell us about your AI ambition
Share a short brief. We'll come back with a tailored plan, indicative timeline and pricing within 24 hours. Your details stay private: no automated sales sequences, only a real human reply.