AI Operators · TMS
Automate CargoWise data entry and shipment workflows with AI. Read existing records through eAdaptor, validate emails and PDFs, and write verified updates back.
Workflow-specific integration. Your team defines the records, fields and actions the AI Operator can access, with approval steps where needed.
Discuss CargoWise automationYour systems. Your SOPs.
Where integration creates value
Shipflow AI Operators read existing CargoWise data, combine it with incoming emails and documents, and write completed updates back through eAdaptor. Your team keeps working in CargoWise, with control over access and approvals.
Reading is as important as writing. Before acting on a revised instruction, the AI Operator needs the existing job context: what is already recorded, what changed and which record the request belongs to. That context supports validation, follow-up and decisions—not just data entry.
Read existing operational records
Write validated updates back
Workflow opportunities
Read customer and job context from CargoWise, match the incoming booking request and identify missing information. Prepare or create the job through eAdaptor and verify the returned result. Job creation and carrier acceptance remain separate outcomes.
Explore this workflowCompare incoming documents with the existing CargoWise record. Identify revised fields, check differences against your SOP and return validated updates to the correct job. Ambiguous matches and conflicting instructions go to the responsible person.
Explore this workflowRead relevant shipment and commercial context from CargoWise to prepare the quotation workflow. Combine that context with current rate inputs and carrier replies. A previous quote can provide context, but is not automatically a valid current rate.
Explore this workflowIllustrative workflow
Illustrative example with fictional data: a revised booking email and PDF refer to shipment SF-DEMO-2048. The existing record shows 100 cartons; the revision requests 120. This is an existing-job update, not a new booking or a named customer deployment. Actual fields and interfaces are mapped with your CargoWise administrator.
Use the shipment reference and customer context to retrieve the relevant CargoWise record through eAdaptor. Check that the email belongs to this job and that the revision has not already been processed. An ambiguous match goes to review.
Compare the requested 120 cartons with the 100 currently recorded. This example’s SOP requires approval for a package-count change. Give the reviewer the source PDF, current value and proposed value; leave the record unchanged while approval is pending.
After approval, check that the relevant job values have not changed since review. Map and submit the approved revision through eAdaptor, keeping unrelated fields unchanged. A shipment-data update does not authorize an external carrier commitment.
Check the response and resulting record through the verification method available in the deployment. Confirm the intended job shows 120 cartons. If the submission times out or its state is uncertain, reconcile it before retrying and keep the task open until its outcome is known.
Connection approach
Shipflow uses eAdaptor to read data from CargoWise and write updates back. The connection carries operational information; the AI Operator handles the work around it—understanding requests, comparing data, following SOPs and coordinating the next action.
During setup, we map source information to the required CargoWise fields and identifiers with your administrator. We define matching rules, how revisions are handled, and which system takes precedence when values conflict. Testing covers rejected messages, repeated requests and interrupted submissions, alongside successful read and write operations.
The technical setup covers your eAdaptor version, message formats, authentication, permissions and response handling, including existing middleware where relevant. CargoWise also documents eAdaptor Next; version-specific requirements are reviewed for your environment. Two-way access does not mean every record is continuously synchronized.
Setup requirements
Identify the CargoWise administrator or implementation partner, your available integration access, and any provisioning or licensing questions that must be resolved.
Provide approved sample messages, required fields, job references and examples of revisions or incomplete requests. Use a safe test environment or agreed test records.
Define which source wins when information conflicts, how customers and jobs are matched, and which fields the operator may change.
Agree what counts as a correct completed job, who handles exceptions, and how to test duplicates, rejected updates and interrupted submissions before rollout.
Control and rollout
Access to shipment context does not automatically authorize creating or changing records. Define both the permitted fields and the actions that need approval.
Give the reviewer the original request, matched record, proposed changes and reason for escalation. A person should not have to reconstruct the entire job to make one decision.
Start with an agreed request type or operational team. Review completion, rejected writes, duplicate prevention and human rework before expanding to additional processes.
Common questions
No. The integration approach keeps CargoWise in place and adds AI execution around selected workflows. Your team and Shipflow agree which data remains authoritative and how confirmed results return to the existing operation.
Yes. Shipflow reads existing CargoWise data and writes updates back through eAdaptor. AI Operators use operational context to match requests and validate information before taking action. Your team defines the records, fields and read/write permissions for each workflow.
Yes. Shipflow reads the request and attachment, matches them to CargoWise context, validates the required fields and writes approved data through eAdaptor. The deployment identifies the document types, destination fields and checks needed. Reading a PDF alone is not a completed job; the resulting record must be verified.
Yes. Approval can be part of the configured workflow. Define who reviews the proposed action and which changes require a new review if the source request changes before submission.
The first deployment uses representative requests and records from your environment. Shipflow verifies record matching, permitted actions, duplicate prevention, rejected updates and the completion criteria agreed with your team before rollout.
Third-party product names belong to their respective owners. Available interfaces vary by product edition and account permissions.
AI for CargoWise users: workflow examples and evaluation checklist
Start with one workflow
Start with a free 15-minute AI consultation. Tell us which CargoWise task your team repeats, the expected volume and the result you need. We will discuss the workflow and the access to review with your administrator.
Discuss CargoWise automation