Delivery pre-check

Ops / AUTOMATE.md

Every morning, pre-check yesterday's deliveries against our open orders, and send me the late or short ones with a draft note to each supplier.

## Flag a delivery when

Situation	What to do
More than 2 days late	Draft a chase note
Short by 5% or more	Draft a claim note
Wrong item	Flag it for me

## Supplier notes

-Quote the order number and the expected date.

-Keep the tone polite and short.

-Never send them — leave them in my drafts.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

Exceptions found the same morning
Supplier notes ready to send

How it runs

1. Starts
Every morning
2. Delivers to
SpreadsheetsEmail
3. You decide
Approve each time, or let the steps you trust run. Your choice.

Why operations teams set this up

Delayed, damaged and misrouted shipments arrive as one undifferentiated pile, and the customer hears about the problem before the operations team does. Sorting is manual, so the one delivery that will cost a contract sits in the same list as a two-hour delay. Ranking exceptions by who is affected gets the right call made first.

See the whole job: Delivery exception triage

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

Change when it runs
Move it to another day or time, or start it when something arrives, like a new email.
Add your own rules
Limits, exceptions and what good looks like go in the same file, in plain words.
Decide what waits for you
Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It checks and drafts. Your team decides what is ordered and sent.

No order placed on its own
Requisitions and supplier notes wait for a buyer to approve and send.
Undo what you don't want
Every step is recorded, and a file it changed can be put back.
Only the systems you connect
Each automation reaches only the folders and apps you give it.

Delivery pre-check

Approve before it updates the sheet and sends the email?

ReviewApprove

Before you download.

Where does it run?: On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?: Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?: It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?: Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?: No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Instead ofGood atWhere it stops

Your ERP's alerts and rules

Flagging thresholds inside the ERP.

They can't read a supplier's email or a scanned delivery note, or draft the next step.

Flowchart automation tools

Moving data between apps at high volume.

Real-world exceptions multiply branches until the flow is harder to follow than the work.

AI chat assistants

Explaining a document when you paste it in.

Deliveries keep arriving while nobody is asking, and the procedure lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Carrier exception digest

Every weekday at 8am, group open carrier exceptions by cause and post the summary with counts.

Every weekday at 8:00am

Proof of delivery chase

Find delivered shipments with no signature after 48 hours and email the carrier contact for the record.

When a delivered shipment has no proof of delivery after 48 hours

Reshipment approval draft

When a carrier claim is confirmed, draft the reshipment or credit decision for the account owner to approve.

When a carrier confirms a shipment lost or damaged

Shipment delay alert

When a shipment turns delayed, notify logistics and the account owner with the revised date and the cause.

When a shipment status changes to delayed

Related workflows

Supply chain tracking

Shows where goods sit across every tier and supplier, with the date at risk named while there is still time to change the plan.

Write your own

SLA monitoring

Measures carrier and supplier performance against the service levels actually agreed, and warns the owner before a missed target becomes a credit.