Shipment & job workflows
CargoWise
Connect booking requests, document checks and quotation preparation to the agreed CargoWise records.
Connected operations
Your TMS is the starting point—whether it’s a commercial platform or built in-house. Shipflow connects the work around it, from email and customer context to market-rate data and internal tools.
Discuss your stack Using an in-house system?Shipflow connects AI Operators with TMS, email, CRM and market-rate systems through available APIs, secure account access and approved custom interfaces. Connection methods and permitted actions are configured for each customer’s system edition, permissions and workflow. Product listings do not imply vendor certification or partnership.
01 · The core of your logistics operations
Start with your system of record. Connect requests, documents and operational handoffs to the shipment records your team already works with—under your SOPs and approval rules.
Shipment & job workflows
Connect booking requests, document checks and quotation preparation to the agreed CargoWise records.
Transportation workflows
Scope request intake, shipment updates and exception handoffs around the Descartes product your team uses.
Transportation management
Connect transport-order checks, carrier responses and execution exceptions to your SAP Transportation Management workflow.
Shipment & document workflows
Scope the handoff between incoming requests, shipment documents and the records your team maintains in Magaya.
Each guide explains documented integration options and the operational workflow to scope. Confirm the exact product, modules, permissions and supported actions with your system owner before deployment.
02 · Where operational requests begin
Bring messages, attachments and replies into a structured workflow. Keep reading, drafting and sending permissions distinct.
Email & shared inboxes
Connect Outlook requests and attachments to quotation, documentation and controlled follow-up workflows.
Google Workspace email
Scope email intake, attachment handling and response preparation around the mailboxes your team authorizes.
03 · Keep customer context with the work
Connect customer requests and follow-ups with the commercial context your team needs. Agree on record matching and update permissions before execution.
Customer & opportunity context
Scope how contacts, companies and opportunity context support customer inquiries, quotation follow-ups and operational handoffs.
Dataverse & CRM workflows
Connect customer context, follow-up activities and service handoffs through scoped Dynamics 365 CRM access.
Customer & sales operations
Connect account and opportunity context to quotation preparation, customer service and tender follow-ups.
Sales & service workflows
Scope customer-facing workflows against the actual SAP Sales or Service Cloud product, version and API in use.
04 · Pricing context for the next decision
Bring relevant rate data into quotation, tender pricing and carrier-rate review. Keep market benchmarks distinct from shipment-specific offers and contract rates.
Market benchmarks
Scope Freightos Terminal market benchmarks as context for quotation reviews, tender comparisons and pricing decisions.
Live & contract-rate inputs
Scope relevant live or contract-rate inputs from WebCargo, now Freightos for Forwarders, for comparison within your pricing workflow.
Freightos and WebCargo have separate guides: market benchmarks and shipment-specific rate inputs serve different purposes. Data products, credentials and access rights are not interchangeable.
Custom-built & in-house systems
Shipflow integrates with custom-built and in-house systems—not just off-the-shelf software. Connect your proprietary TMS, internal operations tools and customer portals to AI Operators without replacing the systems your team relies on.
Discuss your in-house systemImplementation ready
Our team maps the systems, data and workflow controls that matter to your operation—then deploys Shipflow alongside them.
Map the systems, data and decision points involved in the operation you want an AI Operator to execute.
Give each operator access only to the information and actions required for its defined workflow.
Connect APIs, inboxes, documents and portals around the systems your operation already depends on.