The chain, then the three workflows an agent takes on first. Your team reviews and approves; Soren does the collecting, matching, routing, and tracking.
Fig. 01Systems the agent works across
Figures are illustrative.
01 / 04The chain
Overview
Starts at delivery receipt, where the work enters.
Runs document matching inside the systems you already use.
Ends at invoice review, where your team signs off.
Connected to carrier portals, the TMS, the document inbox, and freight AP.
Your teamEvery decision stays with your people; the agent does the handling in between.
Fig. 01Systems the agent works across
02 / 04Workflow
Shipment record administration
Collect status updates from carrier portals and messages
Update transportation management records
Flag missing or inconsistent information for operations
Your teamOperations team resolves flagged shipments
Fig. 02Shipments by stage
03 / 04Workflow
Delivery document coordination
Collect bills of lading and proof of delivery
Match documents to shipments and follow up on missing paperwork
Keep completed records available for billing and audit
Your teamBilling proceeds only on a complete file
Fig. 03Delivery documents matched to shipments
04 / 04Workflow
Freight invoice review
Compare invoices with contracted rates, shipment records, and approved charges
Flag discrepancies and assemble supporting evidence
