Dispatch & Shipping

Q: Will the automation work with our existing carriers and shipping software?

Yes, the automation integrates with major shipping platforms and carriers. It works with your current setup and can be configured to use your preferred carriers and service levels.

Q: What happens to orders that are already in progress when we turn on automation?

Existing orders can be migrated gradually or processed manually until you are ready to fully transition. The automation can be configured to start with new orders and expand over time.

Q: How does the system handle exceptions like address errors or inventory mismatches?

The automation flags exceptions and routes them to your team for manual resolution before a label is generated. This prevents shipping errors and keeps your fulfillment process clean.

Q: Can we customize carrier selection rules based on our business priorities?

Yes, you can define rules that prioritize cost, speed, reliability, or a combination of factors. Rules are updated easily as your business needs change.

Cut the manual back-and-forth between your warehouse, carriers, and customers so orders leave on time, every time.

116 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

Dispatch and shipping involves manually selecting carriers, generating labels, recording tracking numbers, and notifying customers for each order. This repetitive process consumes significant time and introduces errors in carrier selection and tracking data synchronization.

Automation evaluates order attributes to select the optimal carrier, generates labels, extracts tracking data, updates order status, sends customer notifications, and logs shipments in accounting in real time. The result is faster processing, fewer errors, and reduced manual touchpoints.

Key features:

Automatically select the best carrier based on weight, destination, cost, and delivery speed requirements

Generate shipping labels and extract tracking numbers without manual carrier website login

Update order status and sync tracking data to your order management system in real time

Send customer shipping notifications with tracking information automatically

Log shipment details in accounting software for revenue recognition and cost tracking

Alert warehouse and fulfillment teams of dispatch status via team messaging

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual carrier comparison Staff spend time logging into multiple carrier websites to compare rates and delivery times for each order.	80%
2	Label generation delays Printing and attaching labels manually slows down dispatch and creates opportunities for mislabeling.	67%
3	Tracking data sync lag Tracking numbers are manually copied and entered, causing delays in customer notification and accounting records.	53%
4	Multi-system data entry Order details must be entered separately into order management, accounting, and team messaging systems.	40%
5	Carrier selection errors Manual selection sometimes chooses suboptimal carriers, resulting in higher costs or missed delivery windows.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.5/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.8/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Order marked Ready to Shiptrigger

Automation detects when an order status changes to 'Ready to Ship' in the order system. Order details including weight, destination, and value are extracted.

2. Evaluate shipping rules

An intelligent analyzes order attributes against predefined carrier rules (weight limits, destination zones, cost thresholds) and selects the optimal carrier and service level.

3. Generate label

The automation creates a shipping label with the selected carrier, package dimensions, and destination address. The label is generated and ready to print.

4. Extract tracking number

The tracking number and carrier confirmation details are automatically retrieved and stored in the order record.

5. Update order status

The order status is automatically updated to 'Shipped' in the order system with the tracking number and carrier information.

6. Send customer notification

A shipping confirmation email is automatically sent to the customer with the tracking number, carrier name, and estimated delivery date.

7. Log shipment in QuickBooks

Shipment details are automatically recorded for revenue recognition and cost tracking.

8. Notify team

A message is posted alerting the warehouse team that the order has been dispatched and is ready for carrier pickup.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

504 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What happens if an order has special shipping requirements or restrictions?

The automation evaluates custom rules and constraints you define for each order type, such as hazmat handling, signature requirements, or regional restrictions. Orders that fall outside standard rules can be flagged for manual review.

Will the automation work with our existing carriers and shipping software?

What happens to orders that are already in progress when we turn on automation?

How does the system handle exceptions like address errors or inventory mismatches?

Can we customize carrier selection rules based on our business priorities?

View more FAQs

Process pain:8.5/10

Mapped by:4 Companies

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Page updated 10 August 2026