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Concept ProjectSupply Chain & Logistics · enterprise freight

Apex Freight Logistics

A fast-growing freight brokerage processing hundreds of daily shipping requests, customs documents, and carrier quotes manually across legacy email inboxes and disjointed CRM spreadsheets.

Challenge

The problem to solve

Account managers spent over 4 hours daily re-typing data from PDF rate sheets into the CRM, manually assigning freight quotes, and chasing status updates. Average quote turnaround lagged at 4–6 hours, resulting in lost contracts to faster, tech-enabled brokers.

Strategy

The direction we chose

Design and deploy an end-to-end Autonomous Revenue System and CRM pipeline engine: automated email parsing, custom LLM agents for invoice and rate verification, and zero-latency CRM routing with real-time Slack exception queues.

Execution

How it was built

  • Workflow automation architecture: Event-driven webhook listeners ingesting inbound RFQ emails, attachments, and EDI feeds.

  • Custom AI reasoning agent: Pydantic-enforced structured extraction of rate sheets, origin/destination coordinates, and bill of lading details.

  • CRM & TMS pipeline automation: Instantaneous HubSpot and internal freight database synchronization with automated rep assignment.

  • Human-in-the-loop exception queue: Slack bot interface alerting coordinators only when documents require specialized regulatory review.

  • Live performance observability: Comprehensive logging of token usage, latency metrics, and error rates via automated dashboards.

Services used

  • Autonomous Revenue Systems
  • Workflow Automation
  • Custom AI Agents
  • CRM Automation
  • LLM Integration

Results

  • Illustrative target: average RFQ turnaround reduced from 4.5 hours down to 85 seconds
  • Illustrative target: 18+ hours saved per operations specialist each week on manual administrative data entry
  • Illustrative target: 99.4% extraction accuracy across variable PDF rate sheets and shipping manifests

Key learning

In operational logistics, speed-to-quote is the primary determinant of win rate. Deploying resilient AI agents and CRM pipelines turned a crippling operational bottleneck into an agile competitive advantage.

More work

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Challenge
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Strategy
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