Settings / integration roadmap
Prototype today, safer integration path later
This prototype is designed as a workflow assistant around existing systems, not a replacement for current operations software.
Recommended Phase 1 Pilot
The first pilot should prove value on one workflow before connecting to production systems.
Use 5-10 real sample documents
Extract shipment fields from emails/PDFs
Compare extracted fields against manually created house bills
Measure time saved per document
Identify most common missing fields
Decide whether Next Gen needs CSV export, API integration, or manual review bridge
Keep human approval before any document is finalized
Suggested Demo Flow
Start with the operations dashboard
Open AI-classified freight emails
Intake a sample email/PDF
Review extracted shipment fields
Generate a draft house bill
Save to a shipment record
Search for the record by reference number
Review future integration roadmap
Future integration sections
Email inbox connection
Mocked in prototype
PDF OCR extraction
Mocked in prototype
AI field extraction
Mocked in prototype
Next Gen import/export bridge
Future integration
Google Drive / SharePoint document storage
Future integration
Supabase or Postgres database
Future integration
PDF generation
Future integration
Role-based access
Future integration
Audit log
Future integration
User permissions
Future integration
Implementation guardrails
Assistant first
Work around existing systems instead of replacing them on day one.
Human review
AI extracts, drafts, classifies, and organizes. Humans approve and finalize.
Data caution
No real customer data, real shipment data, or production connections belong in this demo.