thisDockLet’s talk automation
THISDOCK AI SOLUTIONS

Your rules.
Your workflow.
On autopilot.

From incoming request to ERP action—with your team in control.

We design custom workflows that extract the right information, apply your company’s rules, and carry out authorized tasks in your systems. Routine work moves forward automatically. Exceptions go to your team.

Tell us what you want to automate Explore the possibilities
Built around your process. Shaped by your goals.
ONE WORKFLOW. YOUR WAY.Illustrative example
THE EVERYDAY REQUEST“Please create an order for these items.”

An email and attachment become one tracked request.

YOUR CUSTOM AI WORKFLOW

Extract. Validate. Execute.

Map required fields, check policies and duplicates, then execute only the permitted ERP action.

Your informationYour rulesYour tools
Rules pass → ERP order created

Record ID and confirmation saved to the activity history.

Missing field, policy conflict, or uncertain match? Pause the action and route it to a human.
WHAT ARE AI SOLUTIONS?

From understanding a request
to getting the work done.

Understanding an email is one step. Completing the task requires connections to your systems, clear permissions, business rules, and a record of every action. We design that execution layer around your operation.

Think of it like onboarding a new hire: define the required information, teach the process, set the limits, and explain when to ask for help. We translate those instructions into explicit workflow checks and escalation paths.

You bring the problem. We help shape the solution.
SIX PLACES TO START

Everyday friction.
Practical possibilities.

Examples for warehouses, 3PLs, and logistics teams. Each workflow would be scoped around your process and available data. Have another idea? We’d like to hear it.

01
EMAIL & BOOKING REQUESTS

Turn an inbox request into a next step.

Identify the request, extract shipment details, and prepare a reply or booking entry. Route incomplete requests to the right person before they hold up the workflow.

IMAGINE THIS

A delivery request includes a PO but no pallet count. The workflow drafts a request for the missing detail before an appointment is confirmed.

CONNECTED ERP ACTION

Create a sales order or appointment event after customer, PO, item, quantity, and date checks pass. Hold incomplete requests for review.

02
SHIPPING DOCUMENTS

Read the paperwork. Catch the gaps.

Extract fields from BOLs and delivery receipts, match them to shipment records, and flag missing or conflicting details for review.

IMAGINE THIS

A receipt lists 18 pallets, but the shipment record lists 20. Your team gets both source records to investigate the difference.

CONNECTED ERP ACTION

Attach the document and record a receiving or delivery event against the matching ERP order. Hold quantity mismatches for review.

03
FREIGHT QUOTES & RFQS

Know what a quote actually includes.

Organize rates from emails and PDFs into a consistent comparison. Surface validity dates, accessorial charges, and shipment assumptions that need confirmation.

IMAGINE THIS

Two quotes use different assumptions about stackability. The comparison flags the mismatch before your team chooses a rate.

CONNECTED ERP ACTION

Create a quote record with rates, terms, and expiry dates. Release a booking only within your agreed pricing and authorization rules.

04
INVOICE REVIEW

Give unexpected charges a closer look.

Compare invoice line items with available quotes and shipment records. Prepare a review list with supporting documents for your billing team.

IMAGINE THIS

An invoice includes a liftgate fee that is absent from the quote. Your reviewer sees the difference and decides whether to request clarification.

CONNECTED ERP ACTION

Create a draft payable record after supplier, invoice number, and PO checks. Route charge variances for approval before posting.

05
SHIPMENT EXCEPTIONS

Find the shipments that need attention.

Review available shipment updates and spreadsheets for overdue milestones, missing documents, or stale status information. Prepare follow-ups and a prioritized review list.

IMAGINE THIS

A morning report separates overdue arrivals from shipments with no recent update, so your team knows what to investigate and what to verify.

CONNECTED ERP ACTION

Create an ERP exception task linked to the shipment, assign an owner, and track resolution. Preserve the source update and its timestamp.

06
DATA & SYSTEM HANDOFFS

Make the information easier to trust.

Standardize references, identify possible duplicates, and prepare consistent records for your WMS, TMS, or other tools, subject to available integrations.

IMAGINE THIS

An emailed order and a spreadsheet use different customer names for the same account. A proposed match goes to your team before records are combined.

CONNECTED ERP ACTION

Create or update the matched ERP record using approved field mappings. Hold ambiguous matches and prevent repeat processing of the same request.

Don’t see your workflow here? That’s exactly why we start with a conversation.Bring us your idea
ONE EXECUTION LAYER. EVERY WORKFLOW.

Connect the request.
Apply the rules. Do the work.

A custom orchestration layer connects each use case to your ERP, WMS, or TMS. Actions depend on your system’s available interfaces and the permissions you approve.

01

Capture & extract

Read the email, PDF, or incoming event. Extract the required customer, PO, item, quantity, date, and location fields with links to their sources.

02

Validate & match

Check required fields, master records, and company policies. Compare request IDs and business references to detect duplicates or uncertain matches.

03

Execute within limits

Create the authorized order, event, or task through an approved connection. Confirm the result before marking it complete; reconcile uncertain responses before retrying.

04

Track & escalate

Keep the source, rule checks, actions, timestamps, and ERP record ID together. Pause exceptions for a named reviewer to resolve before work resumes.

Within policy

Run the permitted action automatically and record the outcome.

Exception or uncertainty

Hold the action. Show the reason, source information, and next decision to a human.

HUMAN OVERSIGHT

Autonomous work. Visible progress.

Illustrative activity view · sample data
Completed
Order request · PO-1042

Customer and item checks passed. ERP order SO-2081 confirmed.

09:42 · Order workflow
In progress
Delivery receipt · PO-1043

Fields extracted. Matching the receipt to an existing ERP shipment.

09:43 · Document workflow
Human review
Freight invoice · INV-782

Charge exceeds the approved tolerance. Assigned to the billing reviewer.

09:44 · Invoice workflow
Duplicate blocked
Order request · PO-1042

Previously processed request detected. Existing order SO-2081 linked; no new order created.

09:45 · Order workflow

Designed so supervisors can see queued, active, completed, blocked, and failed work; inspect the history; pause a workflow; and approve, correct, or reject exceptions. Policy changes stay under authorized human control.

Work that runs in the background.

Headless execution means an approved workflow can start from an email or system event and run without someone opening a chat or clicking through each step. Your team watches the operation and handles the decisions that need judgment.

The goal is to reclaim operating hours at scale. We estimate the opportunity from your task volume and handling time, then measure actual time saved during the pilot.

DESIGNED FOR YOUR OPERATION

Useful automation starts
with reliable information.

Before we build, we look at where the information comes from, how current it is, and who owns the next decision.

01 / INFORMATION

Check the inputs.

Identify source systems, access, update frequency, and missing fields. Agree on how the workflow handles incomplete or outdated records.

02 / CONTROL

Set the approval points.

Choose which steps can run automatically and which need review. Keep pricing commitments, disputes, and unusual situations with the people responsible.

03 / VALUE

Measure a useful result.

Compare the pilot with today’s process: handling time, corrections, follow-up volume, or exception response time. Use that evidence to decide what comes next.

FROM IDEA TO A USEFUL WORKFLOW

Start with one task.
Build from what works.

01

Show us the work

Walk us through a typical request, the tools involved, how often it happens, and where your team gets stuck.

02

Define the right solution

Together, we assess feasibility, agree on scope and success measures, and choose the points that need human review.

03

Build, test, and refine

Start with a focused pilot using agreed examples, including exceptions. Compare results with your current process before expanding.

YOUR NEXT IDEA STARTS HERE

“I wish we didn’t have
to do this manually.”

Start there. You don’t need an AI plan or a technical brief. Just tell us about the work you’d like to make easier.

Tell us about your workflow Opens an email with a few prompts to get you started.inquiry@thisdock.com