Logistics Firm: 14 Hours a Week Saved with AI Automation

Automating invoice reminders and lead routing freed up an entire day per week for the operations team.

The challenge

Invoice reminders, lead routing, and delivery status updates were all handled manually by a small operations team, eating into time needed for customer calls.

Our approach

We mapped the three most repetitive workflows and automated them using Make.com connected to their existing CRM and invoicing software, with human approval steps kept for anything customer-facing.

Results

• ✓14 hours per week returned to the operations team
• ✓Invoice reminders sent same-day instead of weekly
• ✓Zero missed lead follow-ups since launch