ClearGuide helps fulfillment operators reduce the manual review work sitting between customer inboxes, retailer portals, ASNs, BOLs, routing guides, spreadsheets, and existing WMS/TMS systems.
Warehouse systems handle core moves, but exception work still piles up around retail routing guides, ASNs, BOLs, chargebacks, value-added service backup, appointment scheduling, returns documentation, and customer status requests.
Requests arrive through email, forms, portals, PDFs, spreadsheets, and notes that need structure before review.
Missing details, stale files, inconsistent fields, and unclear owners slow the work before someone can make a decision.
The goal is not autonomous decisioning. It is cleaner information and better handoffs for the people responsible.
The best first automation is narrow enough to trust, visible enough to measure, and useful enough that the team wants to keep using it.
Check routing guides, ship-window details, UCC labels, ASNs, BOLs, pallet/carton counts, carrier requirements, and missing details before release.
Gather backup for value-added services, kitting, relabeling, accessorials, returns, special projects, detention, storage, and customer-specific exceptions.
Classify shortage, damage, late shipment, appointment, ASN, return, and portal requests; pull context and draft escalation notes for human review.
Summarize appointment requests, carrier details, pallet counts, PO/ASN references, dock constraints, and missing gaps for coordinators.
Organize RMAs, photos, case details, inspection notes, disposition codes, customer emails, and missing information before review.
Rate confirmations, BOLs, PODs, detention notes, lumper receipts, storage records, carrier messages, and customer approvals often sit in different systems after the load is complete.
Operations evidence is split across TMS records, shared inboxes, mobile uploads, and customer threads.
The system connects the evidence to the shipment and identifies what still blocks billing.
Billable-charge decisions, customer commitments, write-offs, and final invoice approval remain with responsible people.
Finance receives a supportable billing packet with visible exceptions and an audit trail.
Proof spread across systems • missed accessorials • manual load matching • billing delays
Matched evidence • visible exceptions • supportable charges • invoice-ready handoff
ClearGuide is not trying to replace the operational system of record. We map the workflow around it, reduce manual prep, and keep review points clear.
Examples of systems we design around. ClearGuide is vendor-agnostic and is not claiming a formal partnership with these providers.
ClearGuide keeps final decisions, approvals, professional judgment, and sensitive exceptions in the hands of the responsible team.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Use these answers to see where AI can help, what should stay human, and how a focused first workflow could be scoped.
No. ClearGuide works around those systems and focuses on the review queues and handoffs they do not fully absorb.
Retail compliance review, manual billing capture, customer exception inboxes, inbound appointment triage, and returns packet prep are strong starting points because the rules and documents are visible.
Yes, but rules should be documented and outputs should remain human-reviewed before action.
Start with one queue, keep the output familiar, and make the review step clear enough for daily use.
ClearGuide can help you map one practical workflow, define the review points, and decide whether a focused AI build is worth it.
No obligation. Just clarity.