What is Document Automation? A Complete Guide for Logistics and Transport
July 14, 2025

Table of Contents

1. What is document automation?

2. Why is this relevant for logistics and transport?

3. Which documents can be automated?

4. How does document processing with AI work?

5. What are the benefits for your team?

6. How to get started with automation

7. Conclusion & next steps

1. What is Document Automation?

Document automation means digitizing and automating manual document tasks. Think of reading, checking, routing, and archiving documents like waybills, invoices, or customs forms.

What used to be manual—retyping, copying, checking—is now done automatically by a smart system.

With modern tools like DocHeart, this is powered by AI, enabling the system to understand and process even poorly scanned or incomplete documents.

 2. Why is this relevant for logistics and transport?

In logistics, documents are the backbone of operations. Every shipment, return, or export starts with paperwork. That’s often where delays, errors, and manual work creep in. Think of:

  • Trucks waiting for approved CMRs
  • Customs forms missing crucial fields
  • Invoices not correctly entered into the ERP

Automation removes that friction and brings speed, compliance, and scalability.

 3. Which documents can be automated?

For logistics companies, these are the most common documents that DocHeart can process automatically:

  • CMRs (waybills)
  • Packing slips
  • Invoices
  • Customs forms
  • Transport orders
  • Shipping labels
  • Import/export declarations

Even when they come in as scans, photos, or unstructured PDFs.

 5. What are the benefits for your team?

  • Up to 85% less manual work
  • Faster document turnaround
  • Fewer errors and corrections
  • Better compliance (e.g., customs or audits)
  • Real-time insight into document flows
  • Scalable without extra FTEs

 4. How does document processing with AI work?

  1. Upload your documents (PDF, scan, photo)
  2. AI recognizes the fields and extracts the relevant data
  3. Validation of missing or incorrect data
  4. Automatic routing to the correct workflow, department, or system
  5. Audit-ready result — structured, traceable, and secure

No copy-paste, no double work, no human error.

6. How to get started with automation?

With DocHeart, you can easily start with one document type or process — like only your CMRs or only your invoices. From there, you scale up without needing a large IT project.

Example:
Start with automating customs documents for export shipments → then add invoice processing → later connect to your ERP.

7. Conclusion: Document Automation Isn’t a Luxury – It’s a Necessity

For logistics companies processing dozens or even hundreds of documents daily, manual handling is no longer sustainable. It costs time, money, and growth.

With document automation via AI software like DocHeart:

  • You work faster
  • You make fewer mistakes
  • You stay compliant
  • You scale without stress
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