Purpose
1.2. Automatedly collect and upload documents such as signed delivery receipts, bills of lading, or cargo manifests to corporate systems.
1.3. Automate notification and audit trail creation for every documentation upload to ensure full compliance and traceability.
1.4. Enhance port operation efficiency by automating integration across logistics partners, internal teams, and third-party freight systems.
1.5. Ensure automated, real-time documentation accuracy for all logistics and transportation movements at the port.
Trigger Conditions
2.2. Manual staff input (e.g., scanning signed documents via mobile).
2.3. Automated receipt of e-signature or digital proof of delivery from courier or client portal.
2.4. API webhook from third-party logistics platform indicating transaction closure.
2.5. Scheduled sweeps for newly uploaded PDFs/images in a designated storage or FTP folder.
Platform Variants
• Feature/Setting: Automate Document Library upload via SharePoint REST API; sample config: trigger on new file, set metadata, automated notify user group.
3.2. Google Drive
• Feature/Setting: Automator with Drive API; monitor folder, auto-upload new docs, set automated access permissions.
3.3. Dropbox
• Feature/Setting: Monitor folder via Dropbox API, automate file tagging, notify operations via webhook.
3.4. AWS S3
• Feature/Setting: S3 PutObject event trigger, auto-invoke Lambda for further automated processing, tag with delivery metadata.
3.5. Box
• Feature/Setting: Automate file uploads via Box Upload API, enable automated collaboration permissions, set triggers for new content.
3.6. SAP
• Feature/Setting: Automate SAP DMS (Document Management System) upload through OData; link proof to transaction ID.
3.7. Oracle NetSuite
• Feature/Setting: SuiteScript automation to fetch and upload docs into file cabinet, automated task record update.
3.8. Salesforce
• Feature/Setting: Files Connect and REST API automate proof of delivery upload, link to account/opportunity record.
3.9. ServiceNow
• Feature/Setting: Automated Incident or Delivery Task attachment upload via ServiceNow REST API.
3.10. IBM Maximo
• Feature/Setting: Automate document connect feature, link files to asset or work order automatedly.
3.11. Twilio SMS
• Feature/Setting: Trigger SMS to driver for automated proof upload; Twilio SMS API; parse receipt image inbound.
3.12. SendGrid
• Feature/Setting: Send automated email confirmation with upload link, parse inbound proof documents.
3.13. DocuSign
• Feature/Setting: Automated envelope completion webhook, auto-move signed docs to storage.
3.14. Adobe Sign
• Feature/Setting: Automated agreement status change event, auto-upload signed doc to relevant folder via API.
3.15. Zoho Docs
• Feature/Setting: Automate folder monitoring and upload via Zoho API; API-driven notifications to logistics teams.
3.16. Trello
• Feature/Setting: Trello API automation to attach proof docs to delivery cards, automate status movement.
3.17. Slack
• Feature/Setting: Automated Slack bot posts with doc upload links; trigger channels for documentation actions.
3.18. Monday.com
• Feature/Setting: Automate item file field update via Monday.com API, notify relevant boards.
3.19. Airtable
• Feature/Setting: Automate file attachment field update with API, auto-sync data from proof documentation.
3.20. HubSpot
• Feature/Setting: Automated workflow to upload proof docs to deal object via HubSpot Files API.
Benefits
4.2. Automator reduces delays in proof processing, leading to faster settlement and dispute resolution.
4.3. Increased compliance by automating time-stamped and systematically archived documentation.
4.4. Automates cross-departmental access, providing real-time visibility of delivery documentation.
4.5. Automation leads to audit-ready records and improved operational transparency.