Operations teams were manually processing every incoming email to determine which company it belonged to, whether the client was Regular or Express/VIP, and how to split data across multiple entities when drivers or vehicles were active in more than one company. Unassignable data had to be manually isolated into exception packages. With no automation in place, the process was slow, error-prone, and created recurring SLA risk — particularly for high-priority clients where missed deadlines had direct business consequences.
Unframe designed and deployed an AI email-to-task automation solution tailored to the company's multi-entity operational workflows - giving operations teams AI-proposed work packages, automatic task routing, and a human-in-the-loop review layer for edge cases. The solution parses incoming emails and attachments, matches drivers and vehicles to the correct company using live reference data, and proposes task templates based on client priority flags. Multi-company emails are automatically split into separate work packages, and unassignable data is routed to exception folders for human review. Reviewers approve or adjust proposals before handoff into operational systems, creating a feedback loop that continuously improves model accuracy.

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