Key Automation Features

Created by Freightek Corporation, Modified on Wed, 4 Jun at 12:39 PM by Freightek Corporation

Freightek enables you to automate specific business processes. Common examples include:

Automation Type	Function
Auto-email on quote submission	Sends confirmation or follow-up when a quote is sent
Status-triggered alerts	Notify clients when shipment status changes
Auto-generate invoice on POD	Create debit note automatically after delivery
Approval workflows	Trigger manager approval before client sees a quote

✅ Use workflow conditions (e.g., mode = Sea, profit < 5%) to define automation triggers.

Generate shipment documents with one click using templates auto-filled from job data:

✅ You can customize templates per brand or trade lane.

When creating shipments or quotes:

Select client or vendor
System auto-applies:
- Default charges
- Historical rates
- Preferred vendor cost
- Standard markup or margin

✅ Ensures pricing consistency and minimizes manual entry mistakes.

Set up automated notifications to update clients and partners:

Trigger	Recipient	Example
Shipment status change	Client	“Your cargo has departed”
Quote approval	Sales Rep	“Quote #2043 has been accepted”
POD uploaded	Accounting Team	“Job #5682 ready for invoicing”
Document ready (e.g., BL)	Client	“Bill of Lading is now available”

✅ Communication is logged in the shipment or client record.

You can set default task ownership:

✅ Keeps operations structured and avoids missed deadlines.

The system can trigger internal or external reminders:

✅ Helps teams stay proactive without needing constant manual tracking.

For customers using integrations (e.g., Xero, email gateways, customer portals):