AI Challenge + Bill of Lading Automation

AI Challenge + Bill of Lading Automation

Use Case Description

Key Highlights:

A. Data Extraction BOT → Machine Learning (UiPath Document Understanding)
B. Workflow Tool → Human in the loop (Action Centre)
C. Data Entry BOT → OTC App (Unattended Robot)
D. Dashboard → Web App (UiPath Apps)

Problem Statement:

A Bill of Lading is a crucial document for stakeholders in logistics and transportation business. This is a must-have, legally binding document that carrier and driver should possess to move a freight shipment.

Crucial metadata related to delivering goods - including the shipper, ship date, quantity to consignee, due date, and destination - are listed on the Bill of Lading. With all these vital information, the document cannot bear any mistakes.

Any misleading information could cause a loss of time, money and brand image due to customer experience.


Automation with focus on Artificial Intelligence & Machine Learning dive into assistance. Hence saving the time, quality and money from manual extraction of data from Bill of Lading documents.

Intelligent BOT navigates multiple systems across different platforms/formats and logically accumulates the required information for processing.

Robot Steps:

  • UiPath Robot reads the email that receives the Bill of Lading document → structured & semi-structured

  • UiPath Robot downloads the Bill of Lading document from email → validate the email attachment

  • UiPath AI/ML BOT classifies Bill of Lading document into different groups depending on the format → train document classification

  • UiPath AI/ML BOT extracts Bill of Lading details from the document → train data extraction using Machine Learning Extractor

  • UiPath Robot validates the mandatory details & send email notification to vendor for missing information

  • UiPath Robot validates the shipment details against the master data & create a shipment report

  • UiPath Robot activates the workflow tool by sending the Bill of Lading details for approval if document date belongs to current month (October 2022) → decision making by the BOT (business rule)

  • SME use the workflow tool created using UiPath Action Centre to approve/reject Bill of Lading details → human in the loop

  • UiPath Robot enters the Bill of Lading details in OTC App (ERP) for the records approved by SME → data entry

  • UiPath Robot displays the summary of approved/rejected Bill of Lading in a Dashboard App created using UiPath Apps


Other information about the use case

Industry categories for this use case: Customer Service, Finance, Information Technology and Services, Logistic, Operations

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center, UiPath Apps, UiPath Assistant, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: ERP, MS Outlook, MS Excel, PDF

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

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