Manufacturing scenario: Reduce freight leakage
Automate freight invoice processing and error checking to reduce shipping costs.
Available with: Copilot Studio and Azure AI Foundry Scenario level:
KPIs impacted
Supply chain performance
Value benefit
Cost savings
Using Copilot to reduce freight leakage
1. Identify incoming invoices
A Copilot agent automatically scans all incoming emails for freight invoices in a PDF or Word format.
Copilot Studio Agent
Benefit: Automatically identify incoming invoices for analysis.
2. Categorize invoice
Match the invoice to a contract and categorize the invoice by shipment type across land-based, air, barge, as well as geography.
Copilot Studio Agent
Benefit: Categorize invoice to apply varying analysis rules based on shipment type.
3. Scan for errors
Using a set of rules based on the invoice categorization look for missing data, late codes, and accessorial fees, weight discrepancies, inaccurate rates, misapplied fees, inaccurate labeling such as NMFC codes and flag for further analysis.
Copilot Studio Agent
Benefit: Prioritize employee time by identifying likely errors for further analysis.
4. Update database
Identify specific data from the invoice along with the matching contract data and enter the data into an invoicing database for further analysis.
Copilot Studio Agent
Benefit: Automate data entry and create a dataset to analyze shipping inefficiencies.
5. Query the database
Use Copilot to further analyze data across invoices such as duplicate charges, delays, routing inefficiencies, etc.
Copilot Studio Agent
Benefit: Allow procurement analysts to use natural language queries to uncover valuable insights to reduce shipping costs.
6. Prepare reports
Generate a variance report for all shipment showing estimated versus actual shipping costs.
Copilot Studio Agent
Benefit: Document billing errors to simplify the process to reclaiming fees from freight forwarders.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
