Skip to content
Create trip record and BOL PDF for each submission

Create trip record and BOL PDF for each submission

Your service forms lack structured trip records and attached BOL PDFs, delaying driver handoff. The workflow adds a sheet row, saves the BOL PDF, and notifies stakeholders so routes are ready same day.

Create trip record and BOL PDF for each submission

Workflow preview:

Zap details:

Overview

Manual intake and missing BOLs slow down drivers and create reporting gaps; this flow eliminates that friction. It converts each form into a row, stores the BOL PDF, and emails stakeholders so dispatch and reports are ready the same day.

Create trip record and BOL PDF for each submission