ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- Rate confirmationLoad details typed out of a PDFThe emailed confirmation is re-keyed into the system before the load exists.
- DetentionExtra time at the dock that never reached a billThe times were there. Billing didn't get them.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for logistics and freight
Load details typed out of a PDF
The emailed confirmation is re-keyed into the system before the load exists.
Number to bringHow many loads a day, and how long does one take to type in?
Extra time at the dock that never reached a bill
The times were there. Billing didn't get them.
Number to bringRoughly how much unbilled detention do you lose in a month?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Document and invoice intakeFields come off the rate confirmation or the delivery document and into the system of record. Anything the extraction can’t identify stops in a queue for a named person.
- Stop double entry between systemsA load gets one home. The books and the customer portal receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Inbound enquiry triageIncoming requests land in one queue, sorted by what they are and who should answer, instead of scattering across a shared inbox.
- Close preparationSettlement becomes a visible process with owners and blockers. The decision to pay stays with a person.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
- Automation inventory and cleanupOne pass over the small automations already running: what each one does, whose login it uses, what breaks quietly. You get a written register and a decommission list.
Worth reading
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
What happens to the workflows when someone leaves
4 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.