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Logistics Example use case

Where is my consignment? Answered from the dispatch sheet

A customer emails a waybill number. Ezro checks who is asking, reads the last checkpoint from the dispatch sheet, and says where it is and when it arrives.

Channel
Email
Works in
Google Sheets
Ended
Done by Ezro

The situation

Customers who wait for a delivery write the same message again and again: “Where is waybill WB-2291?” It arrives by email, often from the person at the receiving end, who is not the person who booked the job. Whoever is on the dispatch desk stops what they are doing, opens the dispatch sheet, finds the row and writes back.

Most of the time the answer is routine. Now and then the consignment is already late, and that is the message that needs a person. It sits in the same inbox as twenty routine ones.

The procedure

Written once, in plain words. This is all Ezro was given.

Consignment status Live

Steps 1–5

  1. 1

    When someone asks where a consignment is, find the waybill number in their message.

  2. 2

    Check that the sender's email address is the sender or the consignee on that waybill before sharing anything.

    Read · Dispatch sheet

  3. 3

    IF

    The address does not match

    Share nothing. Ask them to write from the address on the waybill.

  4. 4

    Read the last checkpoint and the promised delivery date from the dispatch sheet.

    Read · Dispatch sheet

  5. 5a

    IF

    It is on time

    Tell them the last checkpoint and the expected window.

    5b

    ELSE

    Say it is late plainly and do not promise a new date. Assign it to the dispatcher with a summary.

    Assign to · Dispatcher

What Ezro did

Each step from the run, with the record it read or wrote.

[ Run · Email ] Consignment status

  1. Found waybill WB-2291 in the email
  2. Matched the sender’s address to the consignee on the waybill Google Sheets · Dispatch, row WB-2291
  3. Read the last checkpoint: north depot, Monday 14:10. Promised for Tuesday Google Sheets · Dispatch, row WB-2291
  4. It is on time. Replied with the checkpoint and the Tuesday morning window

Done by Ezro

The customer has the last checkpoint and the expected delivery window, straight from the dispatch sheet.

Why a procedure works here

The lookup is the same every time and the facts are in one place: the last checkpoint and the promised date. The procedure also covers the part that is easy to get wrong in a hurry. Ezro shares details only with the sender or consignee on the waybill, and never invents a new date. A late consignment, or a sender it cannot match, stays with the dispatcher; Ezro assigns those to them with the facts attached. The dispatch sheet is connected to Ezro during setup, where you say which columns it may read.