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AI Document Automation
Native to Salesforce
Your Documents
Fill Themselves In.
Scale freight operations without scaling data entry. AutoFill reads incoming freight documents and connects them to the correct customer, load, carrier, driver, and equipment records inside FTM. It then creates the charges, pay items, and invoice. One click to approve.
Salesforce can be included · Human-approved before any record is written · No middleware required
30-second summary
What AutoFill does, before the technical detail.
AutoFill turns freight documents into structured FTM and Salesforce records. It reads the document, matches it to the right customer, carrier, driver, equipment, load, or quote, drafts the operational and financial records, then waits for human approval before writing anything.
✓
Reads messy freight documents
Rate confirmations, BOLs, PODs, carrier invoices, load tenders, scanned PDFs, DOCX files, and email text.
✓
Matches real transportation records
Links documents to customers, carriers, drivers, equipment, loads, and quotes already inside FTM.
✓
Drafts the financial work
Creates customer charges, carrier pay items, and invoice-ready records instead of stopping at extraction.
✓
Keeps humans in control
Confidence scores and approval steps protect Salesforce data before anything is committed.
Who AutoFill is for
Built for the teams buried in freight documents.
AutoFill fits the roles that receive documents all day and need those documents turned into operational records, financial records, and customer visibility without retyping them.
Brokers
Turn rate confirmations, BOLs, PODs, and carrier invoices into matched loads, charges, pay items, and invoice-ready records.
Carriers
Read BOLs, PODs, load tenders, equipment documents, and driver compliance paperwork without slowing dispatch or billing.
Shippers
Process load tenders, carrier confirmations, delivery receipts, and BOLs while keeping shipment records and costs current.
Enterprise Operations
Standardize document intake across business units, terminals, and teams while keeping approval, governance, and audit control inside Salesforce.
The problem
Every load starts with a document nobody wants to type.
A rate confirmation arrives. Someone reads it, opens FTM, and types the shipper, consignee, origin, destination, weight, commodity, rate, and every reference number. Then another arrives. And another after that. That is not operations. That is transcription. AutoFill ends it.
Why it matters
Manual Entry Doesn’t Scale
The cost of transcription is invisible until freight volume grows. Then it becomes the ceiling.
Dispatch
Rate confirmations arrive faster than your team can process them.
During peak hours, documents stack up while dispatchers manually key in fields they have already read twice. Every minute of lag is a minute someone could be covering a load.
Billing
PODs and invoices wait in inboxes before anyone enters them.
Documents that sit unprocessed delay invoicing, extend the cash cycle, and create reconciliation gaps that accounting has to close manually at month end.
Growth
More freight volume usually means more data-entry headcount.
Without automation, scaling operations means scaling the number of people typing the same fields from different documents. AutoFill removes the transcription layer so your team grows into higher-value work instead.
How it works
Four Steps. Zero Typing.
AutoFill fits directly into your existing workflow. No new systems to learn, no manual steps added.
1
Document Arrives
An email attachment, forwarded message, or direct upload arrives. AutoFill monitors your designated inbox automatically so nothing is ever missed.
2
AI Reads & Extracts
Freight Graph’s AI parses the document, pulling every operational field, and immediately begins matching against your existing FTM records.
3
Draft Record Created
A pre-populated draft lands inside your Salesforce org: customer linked, load matched, carrier identified, charges staged. Ready for review.
4
You Approve
Your team reviews the draft and confirms. Nothing is written to Salesforce until a human approves it. Confidence scores flag anything uncertain.
FTM AutoFill never writes to your Salesforce data without human sign-off. Confidence scores flag every uncertain field for review before the record is confirmed. Your operations team stays in control at every step.
The real advantage
AutoFill Does More Than Extract Data.
Generic document AI reads a PDF and creates a record. AutoFill reads a document and understands your entire transportation operation, then connects everything to the right records inside FTM.
From a single Rate Confirmation
Rate Confirmation received
↓
Customer identified & linked
↓
Existing load or quote matched
↓
Carrier record identified
↓
Driver matched to record
↓
Equipment associated
Customer charge (line item) created
↓
Carrier pay item created
↓
Invoice staged for billing
↓
Human reviews and approves
Customer & Load Matching
AutoFill identifies the correct customer account and matches incoming documents to existing load or quote records inside FTM. It updates records rather than creating duplicates, keeping your data clean.
Carrier, Driver & Equipment
The document is cross-referenced against your carrier records, driver profiles, and fleet inventory in Salesforce. The correct records are linked automatically. No lookup required from your team.
Financial Automation
AutoFill creates the customer charge (line item), carrier pay item, and invoice record from the extracted data. Your billing team reviews numbers, not PDFs. This is the step that removes the most manual work from the back office.
Human Approval at Every Step
Every match, every charge, and every record created by AutoFill goes through human review before anything is committed to Salesforce. Confidence scores surface anything uncertain. Speed without the risk.
Why this is different
Generic AI tools extract fields from documents. AutoFill understands the transportation data model already inside your FTM environment and connects everything downstream. The value is not OCR. The value is the work your team no longer has to do.
Document intelligence
Documents AutoFill Understands
AutoFill is not a rate confirmation tool. It is an AI document automation platform for transportation operations. It understands freight operations, driver compliance, fleet management, and facility workflows.
Freight Operations
Load & Shipment Documents
Rate ConfirmationsBills of LadingProofs of DeliveryCarrier InvoicesLoad TendersBOL NumbersPRO NumbersSCAC Codes
Driver & Safety
Compliance Documents
HOS LogsMedical CertificatesCDL DocumentsDriver Qualification FilesCDL ExpirationEndorsementsPermit Documents
Fleet & Compliance
Equipment Documents
RegistrationsInsurance CertificatesInspection ReportsPermitsAnnual InspectionsRegistration Expiration
Facility Operations
Warehouse & Yard Documents
Gate Check-InGate Check-OutYard Movement DocumentsWarehouse Inbound ReceiptsWarehouse Outbound Receipts
AutoFill handles PDFs, scanned images via OCR, DOCX files, and plain-text emails. Layout variation between carriers is handled automatically. Non-standard formats included.
Competitive positioning
Why AutoFill Is Different
Most document AI tools create another platform to manage. AutoFill works inside FTM and Salesforce. Organizations can deploy it without first purchasing or configuring a separate Salesforce environment.
Generic document AI
Extracts data. Creates a new platform.
✕ Requires a separate integration layer
✕ Syncs to your TMS on a delay
✕ Does not understand your carrier or customer records
✕ Creates records. Does not match existing ones
✕ Cannot create charges, pay items, or invoices
✕ Another system your team has to log into
FTM AutoFill
Automates workflow. Works inside Salesforce.
✓ Lives natively inside FTM and Salesforce
✓ Creates native FTM objects in real time
✓ Matches against your actual customer and carrier records
✓ Updates existing loads instead of creating duplicates
✓ Creates customer charges, carrier pay items, and invoices
✓ No middleware, no new login, no rebuild
Customer story
“
Rate confirmations that used to take 5 minutes each now take seconds to confirm. Our team stopped doing data entry and started doing actual operations work. That is the difference.
J
Jenny
Operations Manager · Freight Brokerage · FTM AutoFill customer
Competitive positioning
Manual Processing vs Generic AI/OCR vs AutoFill
AutoFill is not just extraction. It understands the FTM transportation data model, matches records, drafts financial work, and keeps the approval step inside Salesforce.
Capability
Manual Processing
Generic AI / OCR
AutoFill Best fit
Document intake
Inbox watched by people
Upload or connector required
Inbox monitoring and direct workflow intake
Field extraction
Typed by hand from PDFs and emails
Extracts fields from documents
Extracts freight fields with confidence scoring
Customer, carrier, driver, and equipment matching
Manual lookup
Usually outside its scope
Matches against existing FTM and Salesforce records
Load or quote matching
Dispatcher decides and links manually
Often creates new records or exports data
Links the document to the correct existing load or quote
Financial workflow
Billing team creates charges, pay items, and invoices manually
Extracts numbers but does not run transportation billing
Drafts customer charges, carrier pay items, and invoice-ready records
Duplicate prevention
Depends on user discipline
May create disconnected records
Updates matched records instead of creating duplicates
Human approval
Everything is manual
Varies by vendor and workflow
Built-in approval before Salesforce is updated
System footprint
More labor, no automation
Another platform, login, contract, and integration
Works inside FTM and Salesforce. No middleware or new workspace.
Pricing & activation
Get Started Free →
Request Pricing →
Add AutoFill to Your Operation.
Pricing scales with document volume. In most cases, teams activate for less than the cost of one hour of manual data entry per day.
Free tier
Try It Free
$0 / month · Existing FTM customers only
50 documents per month
All document types supported
Full matching and financial automation
Human approval flow included
Live on your real documents, no commitment
Volume-based
Production
Custom pricing · Based on document volume
Unlimited documents
Inbox monitoring configured
Priority activation (same-day sandbox)
Dedicated onboarding session
Bundled with new FTM implementations
Already on FTM? AutoFill typically activates in one business day.
We configure the connection and inbox monitoring, confirm everything in your sandbox, then go live in production. No migration. No rebuild.
The math
What Manual Entry Actually Costs
Every document your team processes manually has a measurable cost. AutoFill turns that cost into recovered capacity.
Without AutoFill
Documents processed per week
100
Minutes per document (manual)
× 5
Hours spent per week on entry
8.3 hrs
Hours lost per year
430 hrs
With AutoFill
Documents processed per week
100
Minutes per document (review only)
× <1
Hours recovered per week
8+ hrs
Hours returned to operations per year
430 hrs
Your team spends those 430 hours covering loads, building carrier relationships, and serving customers. Not typing the same fields from different PDFs.
Broader applications
Beyond FTM
AutoFill is built for FTM and Salesforce. It can also be deployed alongside other operational systems for teams with more complex environments.
Primary
AutoFill for FTM
The full workflow automation experience. Document arrives, records match, charges are created, invoice is staged, human approves. Everything lives inside your FTM and Salesforce environment, which can be new or existing.
Get Started →
Available on request
AutoFill for Other Platforms
AutoFill can integrate with Salesforce outside FTM, ERP platforms, and transportation systems for teams with more complex operational environments.
Salesforce
SAP
Oracle
NetSuite
Microsoft Dynamics
Custom platforms
Contact Us to Discuss
Does AutoFill work with my existing FTM setup?
+
Yes. AutoFill is a Salesforce-native add-on that activates inside your current FTM org. No migration, no rebuild, no middleware. It creates and updates native FTM objects: the same records your team already works with every day.
Do we need Salesforce before using AutoFill?
+
No. AutoFill operates inside FTM and Salesforce, but organizations do not need an existing Salesforce subscription before deploying FTM or AutoFill. Salesforce can be included as part of the FTM solution. If your organization already uses Salesforce, AutoFill deploys directly into your existing environment. If you are new to Salesforce, a Salesforce environment is provisioned as part of the FTM implementation.
How does the record matching work?
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AutoFill cross-references extracted document data against your existing Salesforce records: customer accounts, carrier records, driver profiles, fleet inventory, and open loads or quotes. When a match is found, the document is linked to the correct record rather than creating a new one. Confidence scores are assigned to every match. Low-confidence matches are flagged for your team to confirm before anything is written.
Which financial records does AutoFill create?
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Depending on the document type and your configuration, AutoFill can create customer charge line items, carrier pay items, and stage invoice records inside FTM. All of these go through the standard human approval step before being committed to Salesforce. Your billing team reviews numbers rather than manually entering them from PDFs.
What document types does it handle?
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AutoFill processes PDFs including scanned images via OCR, DOCX files, and plain-text emails. It handles rate confirmations, bills of lading, proofs of delivery, carrier invoices, and load tenders. It handles messy, non-standard carrier formats. Not just clean digital documents from large shippers.
What happens if the AI is not confident about a field or match?
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AutoFill assigns confidence scores to every extracted field and every record match. Anything below the confidence threshold is flagged for your team to review before the record is confirmed. Nothing is written to Salesforce without human sign-off. This is by design: speed matters, but accuracy in your operational data matters more.
How does inbox monitoring work?
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You provide a designated email address, or we configure monitoring on an existing inbox. AutoFill processes incoming attachments automatically as they arrive. Email [email protected] and we will set this up as part of your activation.
How is my data handled?
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Documents are processed by Freight Graph’s AI engine for extraction and matching. Structured results are returned to your Salesforce org. Your data is not shared with third parties or used to train external models. Contact us at [email protected] if you have specific data handling requirements for your organization.
How long does activation take?
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For existing FTM customers, activation typically takes one business day. We configure the connection and inbox monitoring, confirm everything in your sandbox, and then go live in production. New FTM customers can activate AutoFill as part of their implementation.
