Transportation & Logistics Industry Workflows
50 comprehensive H.P.006-WORKFLOWS for fleet management, supply chain optimization, freight operations, warehouse management, and last-mile delivery.
Workflow Overview
This comprehensive workflow collection automates transportation and logistics operations end-to-end, from fleet management to final delivery.
Process Phases:
- Phase 1: Order Intake - Receive and validate orders
- Phase 2: Planning - Route optimization and resource allocation
- Phase 3: Execution - Pick, pack, load, and deliver
- Phase 4: Tracking - Real-time visibility and customer updates
- Phase 5: Settlement - Proof of delivery and billing
Table of Contents
- Fleet Management (10 H.P.006-WORKFLOWS)
- Supply Chain Operations (10 H.P.006-WORKFLOWS)
- Freight & Shipping (10 H.P.006-WORKFLOWS)
- Warehouse Management (10 H.P.006-WORKFLOWS)
- Last-Mile Delivery (10 H.P.006-WORKFLOWS)
Fleet Management
1. Vehicle Maintenance Scheduling Workflow
Description: Automated preventive maintenance scheduling based on mileage, engine hours, and manufacturer recommendations with technician dispatch.
Trigger: Mileage threshold reached OR scheduled maintenance date
Complexity: Medium
Estimated Duration: 2-4 hours per vehicle
Steps:
- Monitor vehicle telematics for maintenance triggers
- Generate maintenance work order
- Check parts inventory and availability
- Schedule service appointment at nearest facility
- Assign certified technician
- Send driver notification and vehicle swap coordination
- Track maintenance completion and costs
- Update vehicle service history
- Generate compliance documentation
- Calculate total cost of ownership metrics
Tags: fleet, maintenance, telematics, preventive-care, compliance
Agents: fleet-manager, maintenance-coordinator, compliance-auditor
2. Driver Performance Monitoring Workflow
Description: Real-time monitoring of driver behavior including speeding, harsh braking, and hours of service compliance with coaching recommendations.
Trigger: Continuous monitoring with daily/weekly reports
Complexity: Medium
Estimated Duration: Continuous + 30-minute daily review
Steps:
- Collect telematics data from vehicle systems
- Monitor ELD for hours of service compliance
- Track safety events (harsh braking, acceleration, cornering)
- Calculate driver safety scores
- Compare against fleet benchmarks
- Identify coaching opportunities
- Generate personalized improvement plans
- Schedule training sessions as needed
- Track improvement over time
- Update driver performance records
Tags: driver-safety, telematics, hos-compliance, coaching, performance
Agents: fleet-manager, safety-coordinator, training-specialist
3. Fuel Management Optimization Workflow
Description: Comprehensive fuel tracking, consumption analysis, and route optimization to reduce fuel costs across the fleet.
Trigger: Daily fuel transaction processing
Complexity: High
Estimated Duration: 2-3 hours daily analysis
Steps:
- Aggregate fuel card transactions
- Match transactions to vehicles and drivers
- Detect anomalies and potential fraud
- Calculate MPG by vehicle, driver, route
- Identify underperforming vehicles
- Analyze route efficiency impact on fuel
- Generate fuel optimization recommendations
- Track fuel tax reporting requirements
- Negotiate bulk fuel pricing based on data
- Report savings and improvement trends
Tags: fuel-management, cost-optimization, fraud-detection, analytics
Agents: fleet-analyst, finance-specialist, route-optimizer
4. Vehicle Acquisition Planning Workflow
Description: Data-driven fleet replacement planning considering TCO, utilization, maintenance costs, and operational requirements.
Trigger: Annual planning cycle OR vehicle age/mileage threshold
Complexity: High
Estimated Duration: 2-4 weeks for fleet planning
Steps:
- Analyze current fleet composition and utilization
- Calculate TCO for each vehicle class
- Identify candidates for replacement
- Research new vehicle options and pricing
- Compare purchase vs. lease scenarios
- Evaluate alternative fuel vehicles (EV, hybrid)
- Create capital expenditure proposal
- Present recommendations to leadership
- Coordinate procurement process
- Plan vehicle disposal and remarketing
Tags: fleet-planning, tco-analysis, procurement, capital-planning
Agents: fleet-manager, finance-analyst, procurement-specialist
5. Accident & Incident Management Workflow
Description: End-to-end management of vehicle accidents including reporting, investigation, insurance claims, and corrective actions.
Trigger: Accident reported by driver or detected by telematics
Complexity: High
Estimated Duration: 1-4 weeks per incident
Steps:
- Receive and log accident notification
- Verify driver and passenger safety
- Coordinate emergency response if needed
- Collect accident details and documentation
- Dispatch tow truck if required
- File insurance claim
- Coordinate vehicle repair or replacement
- Conduct root cause investigation
- Implement corrective actions
- Update safety protocols and training
Tags: accident-management, insurance, safety, investigation, compliance
Agents: safety-coordinator, claims-manager, fleet-manager
6. GPS Fleet Tracking Operations Workflow
Description: Real-time fleet visibility with geofencing, route deviation alerts, and customer ETA notifications.
Trigger: Continuous real-time monitoring
Complexity: Medium
Estimated Duration: Continuous operation
Steps:
- Monitor real-time vehicle positions
- Track route adherence and deviations
- Manage geofence entry/exit alerts
- Calculate and update customer ETAs
- Detect unauthorized vehicle use
- Generate breadcrumb trail reports
- Support customer shipment inquiries
- Coordinate emergency response when needed
- Archive tracking data for compliance
- Generate utilization and idle time reports
Tags: gps-tracking, real-time, geofencing, visibility, eta
Agents: dispatch-coordinator, customer-service, operations-analyst
7. License & Certification Compliance Workflow
Description: Track driver licenses, CDL endorsements, medical certifications, and training requirements with automated renewal alerts.
Trigger: Daily compliance scan OR certification expiration approaching
Complexity: Medium
Estimated Duration: 30 minutes daily + renewal processing
Steps:
- Maintain driver qualification file database
- Track CDL expiration dates and endorsements
- Monitor medical certificate validity
- Track HAZMAT and other special certifications
- Generate renewal reminders 90/60/30 days out
- Coordinate renewal appointments
- Verify updated documentation
- Update compliance records
- Generate DOT audit-ready reports
- Flag non-compliant drivers for action
Tags: compliance, cdl, dot-regulations, certification, audit
Agents: compliance-auditor, hr-coordinator, fleet-manager
8. Electric Vehicle Fleet Integration Workflow
Description: Manage EV fleet operations including charging infrastructure, range planning, and grid optimization.
Trigger: EV deployment OR charging schedule optimization
Complexity: High
Estimated Duration: Ongoing optimization
Steps:
- Assess routes suitable for EV operations
- Plan charging infrastructure deployment
- Optimize charging schedules for grid costs
- Monitor battery state of health
- Track range vs. route requirements
- Coordinate with utility providers
- Manage charging station maintenance
- Calculate emissions reduction metrics
- Report on sustainability goals
- Plan future EV expansion
Tags: ev-fleet, charging, sustainability, infrastructure, range-planning
Agents: fleet-manager, sustainability-analyst, infrastructure-planner
9. Vehicle Inspection & DOT Compliance Workflow
Description: Pre-trip and post-trip inspection management with DVIR processing and DOT compliance documentation.
Trigger: Trip start/end OR scheduled inspection
Complexity: Medium
Estimated Duration: 15-30 minutes per inspection
Steps:
- Deploy mobile inspection app to drivers
- Collect DVIR (Driver Vehicle Inspection Report)
- Review defects and safety issues
- Prioritize repairs by severity
- Generate repair work orders
- Track repair completion
- Update vehicle status
- Archive inspection records
- Generate compliance reports
- Prepare for DOT audits
Tags: dvir, dot-compliance, inspection, safety, maintenance
Agents: safety-coordinator, maintenance-manager, compliance-auditor
10. Fleet Cost Allocation Workflow
Description: Allocate fleet costs to departments, projects, or customers based on actual vehicle usage and operational data.
Trigger: Monthly billing cycle
Complexity: Medium
Estimated Duration: 1-2 days monthly
Steps:
- Aggregate all fleet costs (fuel, maintenance, insurance, depreciation)
- Collect vehicle utilization data by cost center
- Apply allocation methodology
- Generate departmental chargeback reports
- Review with finance team
- Distribute cost allocation reports
- Address disputes and adjustments
- Update budgets and forecasts
- Identify cost reduction opportunities
- Report on fleet cost trends
Tags: cost-allocation, chargeback, finance, budgeting, analytics
Agents: fleet-analyst, finance-manager, operations-analyst
Supply Chain Operations
11. Demand Forecasting & Planning Workflow
Description: AI-driven demand forecasting combining historical data, market trends, and external factors for inventory planning.
Trigger: Weekly planning cycle OR significant demand signal
Complexity: High
Estimated Duration: 4-8 hours per planning cycle
Steps:
- Aggregate historical sales and shipment data
- Incorporate market intelligence and trends
- Analyze seasonal patterns and promotions
- Factor in economic indicators
- Generate AI/ML demand forecasts
- Compare against customer forecasts
- Reconcile discrepancies
- Generate inventory recommendations
- Coordinate with suppliers
- Monitor forecast accuracy and refine models
Tags: demand-planning, forecasting, ai-ml, inventory, analytics
Agents: demand-planner, data-scientist, supply-chain-analyst
12. Supplier Performance Management Workflow
Description: Track, measure, and improve supplier performance across quality, delivery, cost, and responsiveness metrics.
Trigger: Monthly review cycle OR performance issue
Complexity: Medium
Estimated Duration: 2-4 hours per supplier review
Steps:
- Collect supplier delivery performance data
- Track quality metrics and defect rates
- Measure price competitiveness
- Evaluate responsiveness to issues
- Calculate supplier scorecards
- Identify underperforming suppliers
- Conduct supplier review meetings
- Develop improvement action plans
- Track corrective action completion
- Update approved supplier list
Tags: supplier-management, performance, quality, scorecards, procurement
Agents: procurement-analyst, quality-manager, supplier-coordinator
13. Inventory Optimization Workflow
Description: Multi-echelon inventory optimization balancing service levels with carrying costs across distribution network.
Trigger: Weekly inventory review OR stockout risk
Complexity: High
Estimated Duration: 4-6 hours weekly
Steps:
- Analyze inventory levels across all locations
- Calculate days of supply and turnover
- Identify slow-moving and obsolete inventory
- Model service level impacts
- Optimize safety stock levels
- Generate replenishment recommendations
- Coordinate inter-facility transfers
- Update min/max parameters
- Track fill rates and stockouts
- Report on inventory health metrics
Tags: inventory-management, optimization, safety-stock, fill-rate, analytics
Agents: inventory-analyst, supply-chain-planner, operations-manager
14. Order Management & Fulfillment Workflow
Description: End-to-end order processing from receipt through fulfillment, including allocation, picking, packing, and shipping.
Trigger: New order received
Complexity: Medium
Estimated Duration: 1-4 hours per order
Steps:
- Receive and validate order
- Check inventory availability
- Allocate inventory to order
- Generate pick list and wave
- Direct picking operations
- Quality check picked items
- Pack and label shipment
- Generate shipping documentation
- Tender to carrier
- Update customer with tracking
Tags: order-fulfillment, wms, picking, packing, shipping
Agents: order-processor, warehouse-coordinator, shipping-specialist
15. Returns & Reverse Logistics Workflow
Description: Manage product returns including RMA processing, inspection, disposition, and inventory reconciliation.
Trigger: Return request received
Complexity: Medium
Estimated Duration: 2-5 days per return
Steps:
- Receive and validate return request
- Issue RMA number and return label
- Receive returned product
- Inspect condition and verify return reason
- Determine disposition (restock, refurbish, scrap)
- Process refund or replacement
- Update inventory records
- Track return reason analytics
- Identify quality issues from returns
- Report on return rates and costs
Tags: returns, reverse-logistics, rma, refurbishment, analytics
Agents: returns-processor, quality-analyst, inventory-manager
16. Purchase Order Management Workflow
Description: Automated PO creation, approval, transmission to suppliers, and receipt reconciliation.
Trigger: Replenishment requirement OR requisition approval
Complexity: Medium
Estimated Duration: 1-2 hours per PO
Steps:
- Generate PO from demand plan or requisition
- Apply supplier pricing and terms
- Route for approval based on amount
- Transmit PO to supplier (EDI/email/portal)
- Receive acknowledgment and confirm dates
- Track shipment status
- Receive and inspect goods
- Match receipt to PO (3-way match)
- Process for payment
- Update supplier performance records
Tags: procurement, purchase-order, edi, receiving, ap-integration
Agents: procurement-specialist, receiving-coordinator, ap-processor
17. Supply Chain Risk Management Workflow
Description: Identify, assess, and mitigate supply chain risks including supplier disruptions, geopolitical events, and natural disasters.
Trigger: Risk event detected OR quarterly risk review
Complexity: High
Estimated Duration: Ongoing monitoring + quarterly deep-dive
Steps:
- Monitor supplier financial health
- Track geopolitical risk indicators
- Assess natural disaster exposure
- Identify single-source dependencies
- Model disruption scenarios
- Develop contingency plans
- Qualify backup suppliers
- Build strategic inventory buffers
- Test business continuity plans
- Report risk metrics to leadership
Tags: risk-management, business-continuity, supplier-risk, contingency
Agents: risk-analyst, supply-chain-manager, procurement-specialist
18. Cross-Docking Operations Workflow
Description: Coordinate cross-dock operations minimizing handling and storage while maintaining product flow.
Trigger: Inbound shipment scheduled
Complexity: High
Estimated Duration: 2-4 hours per operation
Steps:
- Receive advance shipment notifications
- Plan dock door assignments
- Schedule labor for unload/load
- Coordinate inbound carrier appointments
- Direct immediate sorting and staging
- Match inbound to outbound orders
- Load outbound trailers
- Generate shipping documentation
- Track cycle time metrics
- Report on cross-dock efficiency
Tags: cross-docking, dock-management, throughput, labor-planning
Agents: dock-coordinator, operations-manager, transportation-planner
19. Vendor Managed Inventory (VMI) Workflow
Description: Collaborative inventory management allowing suppliers to manage customer inventory levels based on shared data.
Trigger: Daily inventory data exchange OR replenishment trigger
Complexity: Medium
Estimated Duration: Daily automated processing
Steps:
- Share real-time inventory data with supplier
- Supplier analyzes demand patterns
- Supplier generates replenishment orders
- Review and approve supplier recommendations
- Supplier ships to min/max parameters
- Receive and put away inventory
- Update consignment accounting
- Track VMI performance metrics
- Conduct periodic VMI reviews
- Adjust parameters based on performance
Tags: vmi, supplier-collaboration, consignment, inventory-automation
Agents: inventory-analyst, supplier-coordinator, systems-integrator
20. S&OP (Sales & Operations Planning) Workflow
Description: Cross-functional planning process aligning sales forecasts, operations capabilities, and financial goals.
Trigger: Monthly S&OP cycle
Complexity: High
Estimated Duration: 2-week monthly cycle
Steps:
- Gather updated demand forecasts
- Review supply capabilities and constraints
- Identify demand-supply gaps
- Model scenario options
- Pre-S&OP meeting to align functions
- Executive S&OP meeting for decisions
- Finalize consensus plan
- Communicate plan to operations
- Track plan vs. actual performance
- Feed learning into next cycle
Tags: s&op, demand-supply-planning, executive-review, consensus
Agents: demand-planner, supply-planner, finance-analyst, operations-manager
Freight & Shipping
21. Carrier Rate Management Workflow
Description: Manage carrier rate negotiations, contracts, and rate shopping to optimize transportation costs.
Trigger: Rate expiration OR new lane requirement
Complexity: Medium
Estimated Duration: 1-4 weeks per negotiation
Steps:
- Analyze lane volumes and spend
- Identify optimization opportunities
- Prepare RFP documentation
- Distribute to carrier pool
- Evaluate carrier responses
- Negotiate terms and rates
- Execute carrier contracts
- Load rates into TMS
- Monitor rate compliance
- Track savings and carrier performance
Tags: rate-management, carrier-negotiation, rfp, transportation-cost
Agents: transportation-analyst, procurement-specialist, carrier-manager
22. Load Planning & Optimization Workflow
Description: Optimize truck loading for weight, cube utilization, and delivery sequence while meeting customer requirements.
Trigger: Orders ready for shipment
Complexity: High
Estimated Duration: 1-2 hours per load plan
Steps:
- Aggregate orders for shipping window
- Apply delivery appointment constraints
- Optimize for weight and cube utilization
- Consider product compatibility
- Sequence for delivery route
- Generate load diagrams
- Create pick and load instructions
- Verify against capacity limits
- Generate BOL and shipping docs
- Track actual vs. planned utilization
Tags: load-planning, cube-utilization, route-optimization, capacity
Agents: load-planner, warehouse-coordinator, transportation-analyst
23. Freight Audit & Payment Workflow
Description: Audit freight invoices against contracts and shipment data, process payments, and recover overcharges.
Trigger: Carrier invoice received
Complexity: Medium
Estimated Duration: 24-48 hours per invoice batch
Steps:
- Receive carrier freight invoices
- Match to shipment records
- Validate rates against contracts
- Check accessorial charges
- Identify discrepancies
- Dispute invalid charges
- Approve valid invoices for payment
- Process payment to carriers
- Track freight cost by lane/customer
- Report on audit savings
Tags: freight-audit, ap-processing, rate-validation, cost-recovery
Agents: freight-auditor, ap-specialist, transportation-analyst
24. International Freight Forwarding Workflow
Description: Coordinate international shipments including customs brokerage, documentation, and multi-modal transport.
Trigger: International order placed
Complexity: High
Estimated Duration: 1-4 weeks per shipment
Steps:
- Determine optimal routing and mode
- Book ocean/air freight
- Prepare export documentation
- Coordinate pickup and drayage
- Process customs clearance (export)
- Track in-transit shipment
- Process customs clearance (import)
- Coordinate final delivery
- Manage landed cost calculation
- Archive compliance documentation
Tags: international-freight, customs, forwarding, multi-modal, compliance
Agents: freight-forwarder, customs-broker, trade-compliance-specialist
25. LTL Consolidation Workflow
Description: Consolidate LTL shipments to achieve better rates through pooling, zone skipping, or pool distribution.
Trigger: LTL orders accumulate for region
Complexity: Medium
Estimated Duration: Daily consolidation analysis
Steps:
- Identify LTL shipments by destination region
- Analyze consolidation opportunities
- Calculate savings vs. direct ship
- Build consolidated shipments
- Coordinate pickup scheduling
- Manage consolidation point operations
- Break bulk at destination
- Coordinate final delivery
- Track transit time impact
- Report consolidation savings
Tags: ltl-consolidation, pool-distribution, zone-skip, cost-optimization
Agents: transportation-planner, consolidation-coordinator, carrier-manager
26. Hazmat Shipping Compliance Workflow
Description: Ensure compliance with HAZMAT shipping regulations including documentation, labeling, and carrier certification.
Trigger: Hazardous materials order placed
Complexity: High
Estimated Duration: 2-4 hours per shipment
Steps:
- Identify regulated hazardous materials
- Determine proper shipping name and UN number
- Verify packaging requirements
- Generate hazmat shipping papers
- Apply required labels and markings
- Select certified hazmat carrier
- Verify driver hazmat endorsement
- Provide emergency response information
- Track shipment to delivery
- Maintain compliance records
Tags: hazmat, dot-compliance, dangerous-goods, safety, documentation
Agents: hazmat-coordinator, compliance-auditor, shipping-specialist
27. Intermodal Transportation Workflow
Description: Coordinate intermodal shipments combining rail and truck for cost-effective long-haul transportation.
Trigger: Long-haul shipment requirement
Complexity: Medium
Estimated Duration: 5-10 days per shipment
Steps:
- Evaluate intermodal vs. OTR economics
- Book intermodal container/trailer
- Coordinate drayage to rail ramp
- Track rail movement
- Manage ramp-to-ramp transit
- Coordinate destination drayage
- Handle interchange documentation
- Monitor for delays and exceptions
- Calculate total landed cost
- Report on intermodal performance
Tags: intermodal, rail, drayage, cost-optimization, multi-modal
Agents: transportation-planner, intermodal-coordinator, carrier-manager
28. Spot Market Procurement Workflow
Description: Manage spot market freight procurement when contract capacity unavailable, including load boards and digital brokers.
Trigger: Contract carrier capacity unavailable
Complexity: Medium
Estimated Duration: 1-4 hours per load
Steps:
- Identify loads needing spot coverage
- Post to load boards and digital platforms
- Receive carrier bids
- Verify carrier credentials and insurance
- Negotiate rate and terms
- Award load and confirm
- Track pickup and delivery
- Process carrier payment
- Rate carrier performance
- Analyze spot vs. contract trends
Tags: spot-market, load-board, digital-freight, capacity-procurement
Agents: freight-broker, carrier-sales, transportation-analyst
29. Drayage Management Workflow
Description: Coordinate port and rail drayage operations including container management, demurrage avoidance, and appointment scheduling.
Trigger: Container available at port/rail
Complexity: High
Estimated Duration: 1-3 days per container
Steps:
- Receive container availability notification
- Schedule terminal appointment
- Assign drayage carrier
- Coordinate chassis availability
- Track container pickup
- Monitor free time and demurrage
- Coordinate delivery to destination
- Manage empty container return
- Process per diem charges
- Report on drayage costs and service
Tags: drayage, port-operations, demurrage, chassis, appointments
Agents: drayage-coordinator, port-specialist, transportation-analyst
30. Claims Management Workflow
Description: Process freight claims for damaged, lost, or short-shipped goods including carrier recovery.
Trigger: Damage/shortage reported
Complexity: Medium
Estimated Duration: 30-120 days per claim
Steps:
- Receive damage/shortage notification
- Document damage with photos
- Preserve damaged goods as required
- Research shipment and carrier
- Prepare claim documentation
- File claim with carrier
- Track claim status
- Negotiate settlement
- Process claim payment
- Update carrier performance records
Tags: freight-claims, damage, shortage, carrier-recovery, documentation
Agents: claims-specialist, transportation-analyst, quality-manager
Warehouse Management
31. Receiving & Putaway Workflow
Description: Manage inbound receiving including appointment scheduling, inspection, and optimized putaway to storage locations.
Trigger: Inbound shipment arrives
Complexity: Medium
Estimated Duration: 1-4 hours per receipt
Steps:
- Schedule receiving appointments
- Stage dock door assignments
- Unload and check against ASN/PO
- Inspect for damage and quality
- Generate discrepancy reports
- Apply receiving labels
- Determine optimal putaway location
- Direct putaway operations
- Confirm putaway completion
- Update inventory and close receipt
Tags: receiving, putaway, wms, inventory-accuracy, dock-management
Agents: receiving-coordinator, inventory-manager, quality-inspector
32. Pick & Pack Optimization Workflow
Description: Optimize picking operations through wave planning, path optimization, and efficient pack station management.
Trigger: Orders released for fulfillment
Complexity: High
Estimated Duration: Variable by order volume
Steps:
- Create pick waves based on priorities
- Generate optimized pick paths
- Allocate pickers to zones
- Direct picking (RF, voice, or paper)
- Stage picked items
- Route to appropriate pack stations
- Verify picked items
- Select optimal packaging
- Apply labels and documentation
- Route to shipping staging
Tags: pick-pack, wave-planning, path-optimization, labor-management
Agents: warehouse-supervisor, wms-administrator, process-engineer
33. Cycle Counting & Inventory Accuracy Workflow
Description: Maintain inventory accuracy through systematic cycle counting with root cause analysis of variances.
Trigger: Scheduled cycle count OR location triggered
Complexity: Medium
Estimated Duration: 2-4 hours daily
Steps:
- Generate cycle count schedule
- Prioritize by ABC classification
- Create count tasks in WMS
- Assign counters and locations
- Perform blind counts
- Identify variances
- Recount if variance exceeds threshold
- Research root causes
- Post adjustments
- Track accuracy metrics and trends
Tags: cycle-counting, inventory-accuracy, variance-analysis, compliance
Agents: inventory-controller, warehouse-supervisor, auditor
34. Slotting Optimization Workflow
Description: Optimize warehouse slotting based on velocity, product characteristics, and picking efficiency.
Trigger: Quarterly review OR significant demand change
Complexity: High
Estimated Duration: 1-2 weeks for full reslot
Steps:
- Analyze product velocity and movement
- Review pick frequency and patterns
- Evaluate current slotting efficiency
- Model optimal slot assignments
- Consider ergonomics and safety
- Generate reslotting plan
- Calculate labor for moves
- Schedule reslotting activities
- Execute and verify moves
- Measure post-reslotting performance
Tags: slotting, velocity-based, ergonomics, efficiency, pick-path
Agents: slotting-analyst, warehouse-engineer, operations-manager
35. Labor Management Workflow
Description: Plan, schedule, and track warehouse labor including productivity standards and performance management.
Trigger: Daily/weekly planning cycle
Complexity: High
Estimated Duration: Daily planning + continuous monitoring
Steps:
- Forecast workload by function
- Develop staffing plan
- Create shift schedules
- Assign tasks and zones
- Monitor real-time productivity
- Track engineered labor standards
- Identify productivity opportunities
- Provide performance feedback
- Manage overtime and flex labor
- Report on labor costs and productivity
Tags: labor-management, productivity, scheduling, standards, workforce
Agents: warehouse-supervisor, hr-coordinator, operations-analyst
36. Quality Control Workflow
Description: Implement quality control checkpoints throughout warehouse operations with defect tracking and containment.
Trigger: QC checkpoint reached OR quality alert
Complexity: Medium
Estimated Duration: Variable by process
Steps:
- Define QC checkpoints and criteria
- Sample inspection at receiving
- In-process quality checks
- Pre-ship quality verification
- Document quality findings
- Quarantine non-conforming product
- Initiate supplier corrective action
- Track defect trends
- Report quality metrics
- Implement process improvements
Tags: quality-control, inspection, defect-tracking, containment, metrics
Agents: quality-manager, warehouse-supervisor, supplier-coordinator
37. Kitting & Assembly Workflow
Description: Manage kitting and light assembly operations including component management and work instructions.
Trigger: Kit order released
Complexity: Medium
Estimated Duration: 15 minutes - 2 hours per kit
Steps:
- Receive kit build order
- Verify component availability
- Generate pick list for components
- Pull components to kitting station
- Display work instructions
- Assemble kit per BOM
- Quality verify kit contents
- Apply kit label/barcode
- Transfer to finished inventory
- Update component consumption
Tags: kitting, assembly, bom, work-instructions, inventory
Agents: production-supervisor, inventory-manager, quality-inspector
38. Temperature-Controlled Warehouse Workflow
Description: Manage cold chain warehouse operations including temperature monitoring, zone compliance, and product handling.
Trigger: Cold chain product movement
Complexity: High
Estimated Duration: Continuous monitoring
Steps:
- Monitor zone temperatures continuously
- Alert on temperature excursions
- Manage dock door scheduling (minimize exposure)
- Track product temperature history
- Enforce zone-specific handling procedures
- Manage FIFO/FEFO rotation
- Generate cold chain documentation
- Handle temperature claims
- Maintain equipment (refrigeration)
- Report on cold chain compliance
Tags: cold-chain, temperature-monitoring, compliance, food-safety
Agents: cold-chain-specialist, facilities-manager, quality-coordinator
39. Value-Added Services Workflow
Description: Coordinate value-added services including labeling, repackaging, display building, and customization.
Trigger: VAS order received
Complexity: Medium
Estimated Duration: Variable by service type
Steps:
- Receive VAS work order
- Stage product and materials
- Review service specifications
- Assign trained personnel
- Execute value-added work
- Quality check completed work
- Update inventory records
- Generate VAS billing
- Track VAS productivity
- Report on VAS revenue and costs
Tags: value-added-services, customization, labeling, repackaging
Agents: vas-coordinator, operations-supervisor, billing-specialist
40. Yard Management Workflow
Description: Manage trailer yard operations including spot assignments, move scheduling, and trailer status tracking.
Trigger: Trailer arrival OR move requirement
Complexity: Medium
Estimated Duration: Continuous yard operations
Steps:
- Track trailer arrivals and departures
- Assign optimal spot locations
- Schedule yard moves by priority
- Dispatch yard tractors
- Update trailer status (empty, loaded, sealed)
- Manage detention time
- Coordinate dock door assignments
- Track yard inventory
- Report on yard capacity
- Optimize yard utilization
Tags: yard-management, trailer-tracking, detention, capacity, logistics
Agents: yard-coordinator, gate-attendant, operations-analyst
Last-Mile Delivery
41. Dynamic Route Optimization Workflow
Description: Real-time route optimization considering traffic, weather, delivery windows, and driver capacity.
Trigger: Order batch ready for dispatch OR real-time re-optimization
Complexity: High
Estimated Duration: 5-15 minutes per route calculation
Steps:
- Aggregate orders for delivery window
- Apply time window constraints
- Consider vehicle capacity limits
- Factor real-time traffic data
- Optimize for distance/time/cost
- Generate turn-by-turn routes
- Sequence stops optimally
- Assign to drivers
- Monitor execution and re-optimize
- Calculate route efficiency metrics
Tags: route-optimization, dynamic-routing, real-time, ai-ml, efficiency
Agents: route-planner, dispatch-coordinator, data-scientist
42. Customer Delivery Communication Workflow
Description: Proactive customer communication with delivery updates, ETA notifications, and proof of delivery.
Trigger: Order dispatched OR status change
Complexity: Medium
Estimated Duration: Automated throughout delivery
Steps:
- Send shipment dispatched notification
- Provide tracking link
- Send day-of delivery alert
- Update ETA based on real-time tracking
- Enable delivery preferences selection
- Notify when driver approaching
- Capture proof of delivery (photo, signature)
- Send delivery confirmation
- Request delivery feedback
- Handle delivery exception communications
Tags: customer-communication, eta, tracking, pod, experience
Agents: customer-service, communication-specialist, delivery-coordinator
43. Proof of Delivery Management Workflow
Description: Capture, validate, and manage proof of delivery documentation including photos, signatures, and exception handling.
Trigger: Delivery completed OR attempted
Complexity: Medium
Estimated Duration: 2-5 minutes per delivery
Steps:
- Driver arrives at delivery location
- Capture delivery photo
- Obtain signature (if required)
- Record delivery notes/instructions followed
- Handle exceptions (not home, refused)
- Upload POD to system
- Validate POD completeness
- Send POD to customer
- Archive for billing/disputes
- Report on POD compliance
Tags: proof-of-delivery, photo, signature, documentation, compliance
Agents: driver-app, pod-processor, customer-service
44. Failed Delivery Management Workflow
Description: Handle failed delivery attempts including re-scheduling, alternative delivery options, and return processing.
Trigger: Delivery attempt failed
Complexity: Medium
Estimated Duration: 1-3 days for resolution
Steps:
- Log failed delivery with reason
- Notify customer immediately
- Offer re-delivery options
- Allow delivery preference update
- Schedule re-attempt
- Offer alternative locations (pickup point, neighbor)
- Track re-attempt limits
- Process return if undeliverable
- Update customer and shipper
- Analyze failure reasons for improvement
Tags: failed-delivery, re-scheduling, returns, customer-experience
Agents: customer-service, dispatch-coordinator, returns-processor
45. Driver Dispatch & Management Workflow
Description: Manage delivery driver dispatch, communication, and performance tracking throughout shift.
Trigger: Shift start OR dispatch required
Complexity: Medium
Estimated Duration: Full shift management
Steps:
- Check driver availability and status
- Assign routes based on capacity/H.P.003-SKILLS
- Push route to driver mobile app
- Monitor driver progress real-time
- Handle driver communications
- Manage exceptions and support
- Track stop completion times
- Monitor service time standards
- Handle shift end procedures
- Generate driver performance reports
Tags: driver-management, dispatch, mobile, performance, communication
Agents: dispatch-coordinator, fleet-manager, operations-supervisor
46. Delivery Window Management Workflow
Description: Manage customer delivery time windows including scheduling, capacity management, and premium window pricing.
Trigger: Customer selects delivery window
Complexity: High
Estimated Duration: Real-time availability management
Steps:
- Display available delivery windows
- Calculate capacity per window
- Apply dynamic pricing for premium windows
- Reserve window on selection
- Optimize window utilization
- Send window confirmation
- Remind customer of scheduled window
- Track window adherence
- Handle window change requests
- Report on window performance
Tags: delivery-windows, scheduling, capacity, pricing, customer-experience
Agents: scheduling-system, customer-service, capacity-planner
47. Crowdsourced Delivery Integration Workflow
Description: Integrate crowdsourced delivery platforms for flexible capacity during peak periods.
Trigger: Demand exceeds capacity OR cost optimization opportunity
Complexity: Medium
Estimated Duration: Ongoing integration management
Steps:
- Identify orders suitable for crowdsource
- Post to crowdsource platforms
- Match with available drivers
- Verify driver credentials
- Assign and track deliveries
- Provide customer tracking
- Capture POD through platform
- Process platform invoices
- Rate crowdsource performance
- Analyze cost vs. own fleet
Tags: crowdsourced-delivery, gig-economy, flexible-capacity, integration
Agents: platform-integrator, operations-analyst, finance-specialist
48. Locker & Pickup Point Management Workflow
Description: Manage parcel locker network and pickup point operations including inventory, notifications, and retrieval.
Trigger: Parcel deposited OR retrieval deadline approaching
Complexity: Medium
Estimated Duration: Automated with exception handling
Steps:
- Identify locker-eligible shipments
- Route to optimal locker location
- Notify customer of locker availability
- Track locker inventory status
- Send retrieval reminders
- Manage retrieval deadline
- Handle unclaimed parcels
- Return unclaimed to sender
- Monitor locker utilization
- Report on pickup point performance
Tags: parcel-lockers, pickup-points, pudo, capacity, notifications
Agents: locker-coordinator, customer-service, network-analyst
49. Delivery Service Level Management Workflow
Description: Monitor and manage delivery service levels against SLAs with exception handling and continuous improvement.
Trigger: Continuous monitoring + SLA review periods
Complexity: Medium
Estimated Duration: Daily monitoring + periodic reviews
Steps:
- Define service level targets by customer/channel
- Track delivery performance real-time
- Calculate on-time delivery rates
- Identify at-risk deliveries proactively
- Escalate service failures
- Root cause late deliveries
- Calculate SLA penalty exposure
- Generate customer service reports
- Develop improvement action plans
- Track improvement trends
Tags: service-levels, sla, on-time-delivery, performance, improvement
Agents: service-manager, operations-analyst, customer-success
50. Same-Day Delivery Operations Workflow
Description: Manage same-day delivery operations including cutoff management, rapid fulfillment, and expedited transport.
Trigger: Same-day order placed before cutoff
Complexity: High
Estimated Duration: 2-6 hours from order to delivery
Steps:
- Enforce same-day order cutoff times
- Prioritize order for immediate fulfillment
- Expedite picking and packing
- Assign to same-day delivery network
- Dispatch with optimized routing
- Monitor for on-time completion
- Handle exceptions urgently
- Capture POD
- Notify customer of completion
- Analyze same-day economics and performance
Tags: same-day-delivery, expedited, time-critical, fulfillment, operations
Agents: expedite-coordinator, dispatch-manager, customer-service
Summary
This comprehensive Transportation & Logistics workflow collection provides:
- 50 production-ready H.P.006-WORKFLOWS across 5 major areas
- Fleet Management: Vehicle maintenance, driver safety, fuel optimization, compliance
- Supply Chain Operations: Demand planning, inventory optimization, S&OP processes
- Freight & Shipping: Rate management, load optimization, international forwarding
- Warehouse Management: Receiving, picking, inventory accuracy, value-added services
- Last-Mile Delivery: Route optimization, customer communication, delivery windows
Each workflow includes complete automation steps, estimated durations, relevant tags, and recommended CODITECT H.P.001-AGENTS for implementation.