Tai Software has unveiled an update to their platform, introducing a Workflow Automation tool. This tool is designed to help freight brokers automate repetitive tasks, optimize processes, and concentrate on scaling their business. The update does not require additional licenses, support, or complex integrations, making it a seamless addition to the existing Tai TMS platform.
Streamlining Processes and Enhancing Productivity
Freight brokers often grapple with operational challenges that require precision and time, such as managing status updates, assigning shipments, sending emails, and handling shipment alerts. Tai’s Workflow Automation tool is designed to streamline these processes. It allows users to create customized workflows using a variety of triggers, criteria, and actions.
Daniel Ely, CPO at Tai Software, stated, “Workflow Automation was built to remove bottlenecks and improve team productivity. We wanted to offer a seamless, intuitive solution that puts brokers in control, allowing them to automate easily while reducing operational complexity.”
Key Features of the Workflow Automation Tool
The Workflow Automation tool comes with several key features:
- Task Automation: Tasks can be automated based on triggers such as shipment creation, carrier updates, or status changes. Advanced filters provide precise control over workflow activation, based on factors like delivery dates, shipment types, or custom reference numbers.
- Real-time Management: Tasks can be assigned, emails automated, alerts managed, and shipment statuses updated in real-time. For instance, appointment scheduling can be automated by setting triggers to notify team members or shippers when loads are ready.
- Carrier Management: Carriers can be added or removed seamlessly based on workflow criteria, ensuring no shipment leg is overlooked.
- Scheduled Automation: Processes can be automated at specific times or intervals, with options for weekly and monthly activations.
- Operational Visibility: Every action within a workflow is logged, providing full visibility into operations and ensuring compliance with service commitments.
This update from Tai Software is set to revolutionize the way freight brokers operate, offering a more efficient and productive way to manage their workflows.
