Your SOPs become AI agents.
Upload a customer SOP from email, SharePoint, or OneNote. OpenTrack turns each rule into a workflow your team can dry-run, edit, and deploy.
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4+ hours of manual checks, doc prep, and escalations per shipment.
SharePoint
Google DriveWorkflows created
Under 60 seconds per run. Same team, 3-10x the throughput.
Demurrage guard
Hold charges until LFD+2; escalate exceptions to Mary in Teams.
Document turnover
Generate arrival notice and invoice in Meridian's format, send, and store docs in TMS.
Trusted by industry leaders
Featured workflows
25+ workflows across the full RFQ-to-billing lifecycle.
Each workflow ships on the same proven pattern: capture the SOP, dry run on your real cases, go live narrow, then expand.
Document reading
TMS sync
Data entry & filing
Customer communication
Financial reconciliation
Compliance & validation
See what operators are automating with OpenTrack
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Freight forwarders
Freight brokers
Customs brokers
BCOs & importers
Trucking carriers
Featured
All
Customs & compliance
Document processing
Exception & risk management
Operations & scheduling
Intelligence & insights
Quoting & booking
Customer communications
Billing & finance
ISF filing
Auto-collects required shipment data and ensures on-time ISF-5 and ISF-10 filings with US Customs, with confirmation alerts when filing is complete.
Customs & compliance
Booking intake
Parses booking requests, builds a clean shipment file with standardized parties, and pushes into your TMS without manual entry. Works with CargoWise, Mastery, PortPro, Tai, and many others.
Quoting & booking
Customs filing readiness
Validates data and docs for ISF 10+2, AES/EEI, and import entries. Runs HTS classification across SKUs, coordinates holds and exams, and routes missing info before deadlines slip.
Customs & compliance
Pre-Billing
Reads PDFs, Excel, CSV, and email attachments from your inbox and document sources. Maps charge codes, handles currency, validates, then posts to your TMS.
Billing & finance
Invoice audit
Ingests carrier and vendor invoices, matches to shipments and accruals, and validates demurrage, detention, storage, chassis, and accessorial charges against events and SOP rules.
Billing & finance
Proactive alerts
Pushes milestone updates, rollover warnings, and ETA changes to customers on their preferred channel, based on SOP rules, before they have to ask.
Customer communications
RFQ and quoting
Ingests spot quotes and RFPs from email, portals, and spreadsheets. Extracts lane, incoterms, commodity, weights, dims, and hazards, then assembles responses and syncs to the TMS.
Quoting & booking
Booking acknowledgement
Sends a customer-ready acknowledgement when a new booking file is created, using their preferred template and contacts.
Customer communications
Track and trace
Ingests status from portals, carriers, and partners. Normalizes milestones, maintains ETAs, and keeps your TMS and customer-facing views in sync in real time.
Quoting & booking
Document intake
Ingests and validates commercial invoices, packing lists, HBLs, HAWBs, COOs, SLIs, DGDs, VGMs, insurance certificates, arrival notices, and pre-alerts. Assembles packets and chases missing docs automatically.
Document processing
Interchange receipt collection
Automatically collects the interchange receipt (J1) when a container is outgated, and attaches it to the container timeline so proof of handoff lives with the shipment.
Document processing
Customs filing preparation
Pulls together the shipment data, documents, and entry details needed to prepare customs filings, automating up to 50% of the manual effort involved.
Customs & compliance
Customs hold escalation
Detects customs holds early and proactively notifies brokers to prevent delays, giving your team time to act before the container arrives at port.
Customs & compliance
ISF amendment
Detects bill-of-lading changes, diffs against the filed ISF, and prepares an amendment for review before resubmitting.
Customs & compliance
ISF late-file recovery
Flags missed ISF cutoffs, drafts the filing from available docs, and escalates to ops with a clear action list.
Customs & compliance
PGA / FDA filing assist
Identifies restricted commodities and pre-fills PGA lines from product master data before human sign-off.
Customs & compliance
Duty estimate
Estimates duties and fees from the commercial invoice and HTS table so finance can accrue before entry posts.
Customs & compliance
LFD extraction
Retrieves Last Free Days from carrier portals and email threads using AI, pushing automated LFD coverage past 90% where standard data feeds fall short.
Exception & risk management
Demurrage & detention escalation
Monitors free time windows across all active containers and automatically escalates at-risk shipments before demurrage or detention charges begin to accrue.
Exception & risk management
Pre-pull request
Triggers a pre-pull to the warehouse or ramp as soon as booking is confirmed, per account rules on timing and location.
Operations & scheduling
Chassis usage reconciliation
Confirms which container moved with which chassis on which day, creating a clean audit trail for chassis billing disputes and per diem management.
Operations & scheduling
Appointment scheduling
Books and manages terminal appointments (import pickup, empty drop, and more) directly inside OpenTrack, without switching to the terminal portal.
Operations & scheduling
Pre-billing accruals
Runs on a daily or weekly loop to post expected costs from open shipments before vendor invoices arrive.
Billing & finance
Charge code mapping
Maps vendor line items to your charge codes and currencies when an invoice arrives by email or on the shipment file.
Billing & finance
Pre-alert generation
Builds a pre-alert from vessel departure data and customer SOP, ready to send before cargo arrives.
Customer communications
Arrival notice dissemination
Packages the arrival notice with required attachments and sends to customer inboxes per account SOP. Generation and outbound delivery, not carrier-email extraction.
Customer communications
Weekly status report
Compiles in-transit and exception summaries on a scheduled cadence, tailored to each account’s report format.
Customer communications
Inbox triage
Monitors shared inboxes and classifies every inbound message into quote, booking, document, status, change, exception, billing, or compliance work items tied to the right shipment.
Customer communications
Customer notification
Sends AI-drafted, white-labeled milestone updates to your end customers from your branded inbox, threaded per container, with per-customer routing and human approval before full automation.
Customer communications
No workflows match these filters yet.
Featured workflows
25+ workflows across the full RFQ-to-billing lifecycle.
Each workflow ships on the same proven pattern: capture the SOP, dry run on your real cases, go live narrow, then expand.
See what operators are automating with OpenTrack
Featured workflow
See how ISF filing runs end to end.
SOP authoring
No SOP written yet?
Let the Agent draft it. Connect email, your TMS, and knowledge bases. Ask for a draft SOP and the Agent gathers context from how work actually runs, then returns a playbook your team reviews before any workflow goes live.
What your business gets
Results from production workflows.
60%
lower ops cost per shipment
Cut cost-to-serve
Margin expansion in weeks, not quarters.
3-10x
shipments per operator
Multiply throughput
Same team, 3 to 10x the shipment volume.
100%
production accuracy
Zero silent errors
Most important exceptions route to one-click human review.
< 5 min
email to filed ISF
Minutes, not hours
Email to filed ISF in under 5 minutes. Live POC in ~3 weeks.
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