Exception & Delay Management

Keep shipments visible and customers informed the moment a delay or exception hits, without manual chasing.

250 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Freight companies manually monitor tracking systems throughout the day to catch delays, then spend 45- per incident drafting and sending customer notifications. This reactive approach misses many delays and frustrates customers with late or missing updates.

Automation detects delays in real time, composes personalized notifications, and sends them within minutes. the team focuses on complex issues while routine delays resolve automatically with full audit trails.

Key features
Monitor shipment status across all carriers and flag delays automatically against SLA windows
Compose personalized delay notifications tailored to customer communication preferences
Send notifications via email, SMS, or phone within minutes of delay detection
Log all delay events and customer communications in your CRM with timestamps
Alert operations teams instantly so they can investigate root causes
Reduce repeat customer calls by proactively notifying before customers ask

How The Automation Works

The full workflow, from trigger to completion.

1. Shipment Status Update Receivedtrigger

The automation platform monitors the freight carrier API and internal tracking system for new shipment status updates. When a status change is detected, the workflow is triggered.

2. Evaluate Shipment Against SLA

An intelligent compares the current shipment status and estimated delivery date against the promised delivery window. It determines whether the shipment is on time, at risk, or delayed.

3. Retrieve Customer Details

If a delay is detected, the automation looks up the customer contact information, preferred communication method, and any special instructions from the CRM.

4. Generate Personalized Notification

The automation composes a personalized delay notification email with the customer name, shipment details, new estimated delivery date, and tracking link.

5. Send Notification

The notification email is sent automatically to the customer. If the delay is critical, a text alert is also sent.

6. Log Delay Event

The delay details, notification timestamp, and customer contact method are automatically recorded in the CRM for audit and follow-up tracking.

7. Alert Operations

A formatted message is posted to the operations channel with shipment details, delay reason, and a link to the CRM record for investigation.

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3

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4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
250hrs/month
Process pain:8.2/10
Mapped by:6 Companies

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