AI Challenge + Bill of Lading Automation

AI Challenge + Bill of Lading Automation

Use Case Description

Key Highlights:

A. Data Extraction BOT β†’ Machine Learning (UiPath Document Understanding)
B. Workflow Tool β†’ Human in the loop (Action Centre)
C. Data Entry BOT β†’ OTC App (Unattended Robot)
D. Dashboard β†’ 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 β†’ structured & semi-structured

  • UiPath Robot downloads the Bill of Lading document from email β†’ validate the email attachment

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

  • UiPath AI/ML BOT extracts Bill of Lading details from the document β†’ 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) β†’ decision making by the BOT (business rule)

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

  • UiPath Robot enters the Bill of Lading details in OTC App (ERP) for the records approved by SME β†’ 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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