Agentic Workflow to Pay Vendors On Time

As a freight broker, Nuvocargo needed to pay carriers for every completed load. Before issuing each payment, the finance team had to manually collect and approve key documents such as the Proof of Delivery (POD) and the carrier’s invoice.

Payments were taking too long to go out, and it was affecting our credit score and reputation with carriers.

We started by researching the root causes of the delayed payments:

• Carriers weren’t sending documents on time.
• Documents were collected and validated manually.
• Rejections weren’t clear, and there was no tool to follow up on pending documents.

Next, we built the foundational pieces the agentic workflow needed, such as automated document validation and line item statuses for the Purchase Order.

Lastly, we defined the criteria for a Purchase Order to be executed in the TMS, which triggered the payment in TriumphPay:

• POD approved
• Invoice approved
• All payable line items approved

We built an agentic workflow triggered when the shipment arrived at its destination. The agent texted the driver to request the POD, and if it couldn’t get it, reached out to the dispatcher. It then requested the invoice from the carrier’s billing department.

Once the documents were in the system, the agent validated them automatically. If a document couldn’t be collected or validated, it escalated to a human with all the context needed to know who to contact.

Once all the criteria were met, the Purchase Order was executed and the carrier was paid.

Increased efficiency in the finance team, positioning them to handle exceptions rather than repetitive tasks, and ultimately reducing the time to pay carriers.