02 Case study
Deployed and in use
greenlights / Logistics
Two workflows.
One system.
We automated order and CMR document handling for greenlights. The agent reads orders from emails and PDF attachments, then saves their data in the relevant systems and the company database. In parallel, it obtains CMR documents from counterparties and attaches them to the corresponding orders.
- 100%
- of the process automated
- 12 h
- saved every week, per person
- Scope
- Order and CMR automation
- Context
- Logistics operations
AI agent — end-to-end process handling
Orders and CMR documents come together in a database built for the company. The AI agent processes both workflows.
External sources
Storage destinations
/ Orders
-
Email
Messages containing orders
-
PDF extraction
Read and structure order data
-
Save
Transfer the order data
To: relevant systems and company database
/ CMR
-
Counterparty
Source of the CMR document
-
CMR collection
Obtain it from the counterparty
-
Match + attach
Match it to the correct order
To: the corresponding order in the company database
Relevant systems
Order data
Company database
Orders · statuses · documents
The agent finds orders, reads documents, records data, and obtains and matches CMR documents to the corresponding orders.
Illustrative team view
Everything linked
to one order.
Order data, progress and both documents, in one place.
Team view
Order A- Order status
- Completed
- Order
- order-A.pdf
- CMR
- CMR-A.pdf Attached
Order statusesNot started · In progress · Completed
The CMR attachment and the order's progress are tracked separately.
Use the arrow buttons or the left and right arrow keys to switch between the architecture and the illustrative team view.
Two connected workflows
Order workflow
Email → PDF extraction → Data entry
Relevant systems and the company database
CMR workflow
Counterparty → CMR collection → Attachment
The document linked to the matching order
Workflow illustration of the deployed solution. The interface and sample record are illustrative.