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Freight Forwarding

Automated Milestone Notifications

Update a shipment once internally and let the system handle the branded client communication automatically.

The problem

Customer service teams often spend a large share of the day checking carrier sites, capturing screenshots, and replying to "where is my cargo?" messages with information that is already stale by the time it is sent.

Implementation

Keep the operations team inside one centralized shipment board and use the internal status update as the trigger for external communication.

Workflow steps

  • Track every active shipment in a shared operational board.
  • Let the team update milestone status and ETA once at the source.
  • Automatically send branded milestone updates by email or WhatsApp to the client.

Expected result

Reclaim dozens of admin hours every week, remove repetitive status-update email chains, and give clients a more proactive service experience.

Why this works in Norbital

Each step reads and updates the same records. Forms, approvals, automations, and reports do not need separate data copies.