Document Collection & Filing Agent | Loadsmart AI

Docs missing on delivered loads

3 delivered loads are missing signed BOLs and a rate con.

Documents · #LS-48180

Working

• 15:12:04 3 delivered loads flagged — documents missing in your TMS.
• 15:12:06 Emailed and called each carrier for the signed BOL and rate con.
• 15:12:40 2 back — read, validated against the shipment, filed.
• 15:13:20 1 carrier sent the wrong file — flagged and re-requested.
• 15:14:02 All 3 filed to your TMS. Every doc matched to its load.

What just happened

A stack of delivered loads was missing paperwork. Loadsmart AI chased every carrier by email and phone, read and validated each document, caught a wrong file, and filed all three to your system of record — your team chased none of them.

Loadsmart AI · scripted session

It does not guess.

If a document is missing, unreadable, or ambiguous, the agent stops and hands it to a person with the context already attached. It will never invent a load number to close a gap.

What the agent does

Captures every document, files it, and tells you what’s still missing.

1. Collects
   Picks up documents as they arrive — inbound email attachment or carrier portal upload — without anyone forwarding them anywhere.

2. Classifies
   Identifies each document by type: quote, tender, rate confirmation, bill of lading, proof of delivery, or invoice.

3. Matches and files
   Extracts the load number, carrier and dates, ties the document to the correct shipment record, and files it.

4. Flags the gap
   Surfaces what is still missing while there is still time to chase it.

What changes

What your team stops doing. And what that’s worth.

• Settlement closes faster
  PODs and invoices are matched the moment they arrive, so there is no gap between delivery and payment approval.

• The audit trail stays clean
  Every document is tied to its shipment at arrival, so there’s nothing to reconstruct when a dispute comes up.

• Hours come back
  Your team stops spending afternoons filing paperwork instead of moving freight.

Runs on your stack

Nothing to rip out. Nothing to migrate.

Your existing systems stay your system of record. Loadsmart becomes your system of action — the work runs on the Loadsmart Platform and the outcome is written back where your team already looks for it.

YOUR SYSTEM OF RECORD

• TMS · WMS · ERP
  Loadsmart AI Agents running the work.

• API
  Connects to your system of record over a direct API integration.

• EDI
  Speaks EDI where your carriers and partners already do.

• MCP
  Exposes the same actions over MCP for agent-to-agent workflows.

The rest of the lineup

Five more agents running the same way.

Loadsmart AI is six specialized agents working the freight lifecycle end to end. If none of the six match what is slowing your team down, describe the task and Loadsmart will build the agent to run it.

Bring the workflow that bothers you most.

See the Document Collection & Filing agent run against your own freight, in a working session with the team that builds it.