Available with: Copilot Studio/GitHub and Azure AI Foundry
Manufacturing scenario: Reduce freight leakage
Scenario
Automate freight invoice processing and error checking to reduce shipping costs.
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.
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.
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.
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.
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.
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.
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.
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