Customs and compliance documentation requires gathering shipment data from multiple sources, classifying products by tariff code, and manually completing declaration forms. Manual processing is slow, error-prone, and creates compliance gaps that customs brokers catch too late.
Automation extracts shipment details, classifies products, and populates customs forms in minutes. Documents are verified for compliance before submission, reducing rejections and delays.
The full workflow, from trigger to completion.
Workflow is triggered when a shipment status changes to ready for customs clearance or when a customs broker sends a documentation request via email.
The automation pulls shipment details (PO, invoice, line items) and the freight forwarder email. Data is parsed and structured into a single record.
The automation looks up HS codes for each product using a tariff database API or internal lookup table. Classification is matched to product descriptions and stored.
The automation verifies regulatory requirements (FDA, USDA, EPA, trade sanctions) based on product type, destination, and origin. Compliance status is flagged for review.
The automation fills out the customs declaration form and other required forms using the extracted data and HS codes. Forms are generated as PDFs ready for signature.
A compliance officer reviews any flagged items (e.g. restricted products, missing certificates) and approves or rejects the submission. This step remains manual for regulatory safety.
Once approved, the completed forms and supporting documents are sent to the customs broker via email. A confirmation is logged and the tracking spreadsheet is updated.
Clearance status is automatically logged and a notification is sent to the operations team when clearance is complete.
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