Tai Software announces an update to their platform designed to empower brokers to automate repetitive tasks, optimize processes, and focus on scaling their business—all without requiring additional licenses, support or complex integrations.
Freight brokers often face operational challenges that demand time and precision, such as assigning shipments, managing status updates, sending emails, and adding or resolving shipment alerts. Tai’s Workflow Automation tool streamlines these processes, empowering users to create customized workflows using a variety of triggers, criteria, and actions—all seamlessly integrated within the Tai TMS platform.
“Workflow Automation was built to remove bottlenecks and improve team productivity,” says Daniel Ely, CPO at Tai Software. “We wanted to offer a seamless, intuitive solution that puts brokers in control, allowing them to automate easily while reducing operational complexity.”
Key Takeaways:
- Key features:
- Automate tasks based on triggers such as shipment creation, carrier updates or status changes. Advanced filters allow precise control over when workflows are activated, such as based on delivery dates, shipment types, or custom reference numbers.
- Assign tasks, send automated emails, manage alerts and update shipment statuses in real-time. For example, users can automate appointment scheduling by setting triggers to notify team members or shippers when loads are ready.
- Add or remove carriers seamlessly based on workflow criteria, ensuring no shipment leg is overlooked.
- Automate processes at specific times or intervals with options for weekly and monthly activations.
- Every action within a workflow is logged, providing full visibility into operations and ensuring compliance with service commitments.
