# OpenTrack AI Workflows > Companion text for [https://www.opentrack.co/workflows](https://www.opentrack.co/workflows). > HTML embed: [https://opentrack-website.s3.us-west-1.amazonaws.com/demos/workflows-landing/workflows-landing.html](https://opentrack-website.s3.us-west-1.amazonaws.com/demos/workflows-landing/workflows-landing.html) > Schedule a demo: [https://www.opentrack.co/schedule-demo](https://www.opentrack.co/schedule-demo) AI workers built by logistics operators, on the most accurate freight data in the industry. ## Your SOPs become AI agents. Upload a customer SOP from email, SharePoint, or OneNote. OpenTrack turns each rule into a workflow your team can dry-run, edit, and deploy. ### Standard Operating Procedure 4+ hours of manual checks, doc prep, and escalations per shipment. - Meridian D&D: never charge before LFD+2. Escalate any exception to Mary in Teams with container ID and charge detail. (SharePoint) - Generate and send arrival notice + commercial invoice to logistics@meridianhome.com using Meridian's document template. (Google Drive) ### Workflows created from that SOP Under 60 seconds per run. Same team, 3-10x the throughput. - **Demurrage guard** (AUDIT): Hold charges until LFD+2; escalate exceptions to Mary in Teams. - **Document turnover** (CX): Generate arrival notice and invoice in Meridian's format, send, and store docs in TMS. ## Trusted by industry leaders Expeditors, J.B. Hunt, Flexivan, NFI, PortX, Cargomatic, Ryder, Coyote, Turvo, Descartes ## 25+ workflows across the full RFQ-to-billing lifecycle. Each workflow ships on the same proven pattern: capture the SOP, dry run on your real cases, go live narrow, then expand. ### Core capabilities - Document reading - TMS sync - Data entry & filing - Customer communication - Financial reconciliation - Compliance & validation ### See what operators are automating with OpenTrack OpenTrack ships 29 workflows across the RFQ-to-billing lifecycle. #### ISF filing Category: Customs & compliance · Featured Audience: Freight forwarders, Customs brokers, BCOs & importers Auto-collects required shipment data and ensures on-time ISF-5 and ISF-10 filings with US Customs, with confirmation alerts when filing is complete. #### Booking intake Category: Quoting & booking · Featured Audience: Freight forwarders, Freight brokers Parses booking requests, builds a clean shipment file with standardized parties, and pushes into your TMS without manual entry. Works with CargoWise, Mastery, PortPro, Tai, and many others. #### Customs filing readiness Category: Customs & compliance · Featured Audience: Freight forwarders, Customs brokers Validates data and docs for ISF 10+2, AES/EEI, and import entries. Runs HTS classification across SKUs, coordinates holds and exams, and routes missing info before deadlines slip. #### Pre-Billing Category: Billing & finance · Featured Audience: Freight forwarders Reads PDFs, Excel, CSV, and email attachments from your inbox and document sources. Maps charge codes, handles currency, validates, then posts to your TMS. #### Invoice audit Category: Billing & finance · Featured Audience: Freight forwarders, Freight brokers Ingests carrier and vendor invoices, matches to shipments and accruals, and validates demurrage, detention, storage, chassis, and accessorial charges against events and SOP rules. #### Proactive alerts Category: Customer communications · Featured Audience: Freight forwarders, Freight brokers, Customs brokers, BCOs & importers Pushes milestone updates, rollover warnings, and ETA changes to customers on their preferred channel, based on SOP rules, before they have to ask. #### RFQ and quoting Category: Quoting & booking Audience: Freight forwarders, Freight brokers, Customs brokers Ingests spot quotes and RFPs from email, portals, and spreadsheets. Extracts lane, incoterms, commodity, weights, dims, and hazards, then assembles responses and syncs to the TMS. #### Booking acknowledgement Category: Customer communications Audience: Freight forwarders Sends a customer-ready acknowledgement when a new booking file is created, using their preferred template and contacts. #### Track and trace Category: Quoting & booking Audience: Freight forwarders, Freight brokers, BCOs & importers, Customs brokers, Trucking carriers Ingests status from portals, carriers, and partners. Normalizes milestones, maintains ETAs, and keeps your TMS and customer-facing views in sync in real time. #### Document intake Category: Document processing Audience: Freight forwarders, Customs brokers, BCOs & importers Ingests and validates commercial invoices, packing lists, HBLs, HAWBs, COOs, SLIs, DGDs, VGMs, insurance certificates, arrival notices, and pre-alerts. Assembles packets and chases missing docs automatically. #### Interchange receipt collection Category: Document processing Audience: Freight brokers, Trucking carriers Automatically collects the interchange receipt (J1) when a container is outgated, and attaches it to the container timeline so proof of handoff lives with the shipment. #### Customs filing preparation Category: Customs & compliance Audience: Customs brokers, Freight forwarders Pulls together the shipment data, documents, and entry details needed to prepare customs filings, automating up to 50% of the manual effort involved. #### Customs hold escalation Category: Customs & compliance Audience: Freight forwarders, Customs brokers, BCOs & importers Detects customs holds early and proactively notifies brokers to prevent delays, giving your team time to act before the container arrives at port. #### ISF amendment Category: Customs & compliance Audience: Freight forwarders, Customs brokers Detects bill-of-lading changes, diffs against the filed ISF, and prepares an amendment for review before resubmitting. #### ISF late-file recovery Category: Customs & compliance Audience: Freight forwarders Flags missed ISF cutoffs, drafts the filing from available docs, and escalates to ops with a clear action list. #### PGA / FDA filing assist Category: Customs & compliance Audience: Freight forwarders, Customs brokers Identifies restricted commodities and pre-fills PGA lines from product master data before human sign-off. #### Duty estimate Category: Customs & compliance Audience: Freight forwarders Estimates duties and fees from the commercial invoice and HTS table so finance can accrue before entry posts. #### LFD extraction Category: Exception & risk management Audience: Freight forwarders, Freight brokers, BCOs & importers, Trucking carriers Retrieves Last Free Days from carrier portals and email threads using AI, pushing automated LFD coverage past 90% for containers where standard data feeds fall short. #### Demurrage & detention escalation Category: Exception & risk management Audience: Freight forwarders, Freight brokers, BCOs & importers, Trucking carriers, Customs brokers Monitors free time windows across all active containers and automatically escalates at-risk shipments before demurrage or detention charges begin to accrue. #### Pre-pull request Category: Operations & scheduling Audience: Freight forwarders Triggers a pre-pull to the warehouse or ramp as soon as booking is confirmed, per account rules on timing and location. #### Chassis usage reconciliation Category: Operations & scheduling Audience: Freight brokers, Trucking carriers Confirms which container moved with which chassis on which day, creating a clean audit trail for chassis billing disputes and per diem management. #### Appointment scheduling Category: Operations & scheduling Audience: Freight brokers, Trucking carriers Books and manages terminal appointments (import pickup, empty drop, and more) directly inside OpenTrack, without switching to the terminal portal. #### Pre-billing accruals Category: Billing & finance Audience: Freight forwarders Runs on a daily or weekly loop to post expected costs from open shipments before vendor invoices arrive. #### Charge code mapping Category: Billing & finance Audience: Freight forwarders Maps vendor line items to your charge codes and currencies when an invoice arrives by email or on the shipment file. #### Pre-alert generation Category: Customer communications Audience: Freight forwarders Builds a pre-alert from vessel departure data and customer SOP, ready to send before cargo arrives. #### Arrival notice dissemination Category: Customer communications Audience: Freight forwarders Packages the arrival notice with required attachments and sends to customer inboxes per account SOP. Generation and outbound delivery, not carrier-email extraction. #### Weekly status report Category: Customer communications Audience: Freight forwarders Compiles in-transit and exception summaries on a scheduled cadence, tailored to each account’s report format. #### Inbox triage Category: Customer communications Audience: Freight forwarders, Freight brokers, Customs brokers Monitors shared inboxes and classifies every inbound message into quote, booking, document, status, change, exception, billing, or compliance work items tied to the right shipment. #### Customer notification Category: Customer communications Audience: Freight brokers Sends AI-drafted, white-labeled milestone updates to your end customers from your branded inbox, threaded per container, with per-customer routing and human approval before full automation. ## Featured workflow See how ISF filing runs end to end. ## No SOP written yet? Let the Agent draft it. Connect email, your TMS, and knowledge bases. Ask for a draft SOP and the Agent gathers context from how work actually runs, then returns a playbook your team reviews before any workflow goes live. ## Results from production workflows ### Cut cost-to-serve **60%** lower ops cost per shipment Margin expansion in weeks, not quarters. ### Multiply throughput **3-10x** shipments per operator Same team, 3 to 10x the shipment volume. ### Zero silent errors **100%** production accuracy Most important exceptions route to one-click human review. ### Minutes, not hours **< 5 min** email to filed ISF Email to filed ISF in under 5 minutes. Live POC in ~3 weeks. ## Next step [Schedule a Demo](https://www.opentrack.co/schedule-demo)