Accessorial charge review

Ops / AUTOMATE.md

List accessorial charges on each carrier invoice and post them for the buyer to accept or dispute.

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

  • Detention and lift-gate charges contested
  • Accessorial use reported by carrier

How it runs

  1. 1. Starts

    When a carrier invoice includes an accessorial charge

  2. 2. Reads

    accessorial charges

  3. 3. Delivers to

    Slack

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why operations teams set this up

Carrier invoices are paid on the carrier's word, so detention, lift-gate and residential-delivery charges accumulate quietly into transport cost and are rarely recovered. Nobody reconstructs the load afterwards, so the overcharge simply becomes the going rate. Auditing each invoice against the rate confirmation and the delivery record turns a fixed cost into a negotiable one.

See the whole job: Freight invoice audit

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.

Accessorial charge review

Approve before it posts in Slack?

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.

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.

Freight invoice match

Match incoming carrier invoices to the rate confirmation and the load record, then email the mismatches to the buyer.

When a carrier invoice arrives

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

Vendor management

Keeps every supplier's contract, certificates, banking and tax records current, so renewals and payments stop depending on a phone call.

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.

Write your own

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon