Tracking & Exception Management

Keep customers informed and exceptions resolved without a team member manually chasing carriers all day.

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

About This Automation

Tracking and exception management involves catching delayed, damaged, or stuck shipments, investigating the cause, and keeping the customer informed until resolution.

An automated version watches shipment status continuously, confirms genuine exceptions, and generates the order context, ticket, and customer notification without manual lookup. The result is faster detection, quicker customer updates, and consistent documentation of every exception.

Key features
Detect genuine shipment exceptions automatically instead of manually scanning status lists
Pull linked order and customer details without a separate lookup step
Open a support ticket automatically for every confirmed exception
Draft and send customer notifications as soon as an exception is confirmed
Log resolution details and root cause without manual data entry
Close out tickets automatically once an exception is resolved

How The Automation Works

The full workflow, from trigger to completion.

1. New Tracking Exception Feedtrigger

The automation platform polls continuously for status changes across all active shipments.

2. Exception Classifier Scans Update

The automation evaluates the status change against delay, damage, and failed-delivery rules to confirm it is a genuine exception.

3. Pull Order Details

Once confirmed, the automation platform retrieves the customer, order value, and item details.

4. Draft Customer Notification

The notification writes a message explaining the delay and next steps using the order context.

5. Send Notification

For standard orders, the message is sent automatically to the customer by SMS.

6. Specialist Reviews & Sends Message

For high-value orders, the drafted message routes to a specialist for a quick check before it goes out.

7. Update Ticket

A ticket is created or updated with the exception details, resolution status, and root cause tag.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

Recommended for you

Other high-impact processes teams commonly map alongside this one.

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
87hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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