Agents / Document readiness

Document Agent

Knows which documents each shipment needs, and which are missing.

The Document Agent works out which documents a shipment needs for its mode, route, customer and stage: commercial invoice, packing list, bill of lading, air waybill, customs declaration, certificate of origin, insurance. It checks what has arrived, cross-checks the details and chases what's missing before the cut-off.

What it does

Skills

SkillWhat it doesYou get
Required documentsBuilds the document list for this mode, route, customer and stage.Shipment document checklist
Intake & classificationRecognizes documents arriving by email, Teams or upload.Filed, versioned documents
Field extractionReads parties, weights, pieces, HS codes and references.Structured fields with confidence
Cross-checkCompares documents with each other and with the booking.Mismatches flagged before filing
Missing-document chaseRequests missing documents from the right party.Drafted requests and reminders
Cut-off readinessShows what's still blocking customs or carrier cut-off.Ready / not ready, with reasons
Guardrails

Built to be trusted.

  • Low-confidence fields are flagged, never silently accepted.
  • A mismatch blocks readiness until a person resolves it.
  • Originals are kept with their version history.
Connects to
Microsoft Outlook & TeamsSharePointSOP AgentFreight AgentCustoms systems

Customized to you

This agent extends our production freight agent team from quote to cash. For your business we tailor its skills, rules and connections to your systems, your customers and your data, and we can run it on your own private LLM.

FAQ
Does it know each customer's document rules?

Yes. It reads them from the SOP Agent, so each customer's requirements are applied automatically.

Can it read scanned documents?

Yes, including scans and photos. Uncertain fields are flagged for review.

Book discovery

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