Customer client: Tai Software
About the project: Tai Software set out to solve how to give brokers back their time, eliminate repetitive work, and reduce the friction that slows down their ability to scale. With that in mind, the Tai team began building Workflow Automation, a tool designed to empower freight brokers with automation that works out of the box, requiring no additional licenses or complex integrations.
Solution: Tai’s Workflow Automation is an integrated feature within the Tai TMS platform, designed to enable brokers to create rule-based workflows that execute key operational tasks without human intervention. The tool leverages event-driven architecture and logic-based triggers to activate specific actions based on pre-defined shipment conditions. Users can create custom workflows based on shipment creation, carrier updates, or status changes, then layer in advanced filters like delivery date, shipment type, or custom reference numbers for greater control. These workflows can perform a range of actions such as sending automated emails, assigning internal tasks, updating statuses in real-time, managing alerts, and ensuring critical milestones are met without manual follow-up.
Results: Since its release, Workflow Automation has helped Tai’s brokerage customers eliminate thousands of hours of manual work, reduce data entry errors, and maintain consistency across their operations. Over 9 million workflow steps are now automated each month within Tai, dramatically reducing time spent on repetitive tasks and lowering the risk of human error. In fact, 61.6% of all shipments processed through Tai’s TMS are now handled using automated workflows. The tool has become especially valuable for small and mid-sized brokerages, who often operate with lean teams and rely on efficiency to stay competitive. One broker using Tai’s Workflow Automation reduced missed alerts by over 71% in just the first month, while another reported shaving 1.5 hours off their daily dispatching process.
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