The DocHeart Operations System

The control layer for your logistics back office.

The Operations Workbench gives operators and team leads one place to organize work, manage priorities, review decisions, resolve exceptions and track everything DocHeart has completed. Automation happens inside a visible and controlled operation, never as a separate black box.

First organize the operation. Then automate it.

workbench.docheart.app

Incoming work

24 items · sorted by priority

Controlled by DocHeart
  • Booking: Aurora Foods · NL-44219

    3 documents · Ready for approval

    Approve
  • Customs declaration draft · MSKU9134

    HS code confidence 82% · Needs review

    Review
  • Missing packing list · Order 88214

    Auto-request sent to supplier · Awaiting

    Waiting
  • Invoice mismatch · Nordic Freight

    PO vs invoice: 2 lines differ

    Exception

Platform overview

One system. One controlled operation.

Every capability shares the same case context, operational memory, rules and controls. Work moves from incoming request to completed outcome inside one operation: routine and exceptions stay visible in the same view.

Control layer

Operations Workbench

01

Organize

Bring incoming work, tasks and cases into one structured operation

02

Understand

Interpret documents, context, business rules and dependencies

03

Automate

Execute routine actions where rules and confidence allow

04

Control

Keep work, decisions, exceptions and outcomes visible in the Workbench

05

Improve

Operational data and outcomes raise coverage and performance

Foundation

TMS, WMS, ERP, customs and finance integrations

Connect every source

Bring work in from anywhere

DocHeart adapts to how your customers and partners already send work, so you never have to change your intake process.

Email
REST API
EDI
PDF
Excel
Scanned documents
Photos
Customer portals
FTP
Cloud storage
Manual upload
Custom integrations

Operational Intelligence

AI that understands the operation, not just the input.

DocHeart evaluates every case in context. It combines documents, customer history, business rules, connected system data, previous decisions and operational risk before deciding what happens next.

DocHeart acts automatically within the controls you set. People step in when judgment is required.

  • Classification
  • Business rule validation
  • Cross-document comparison
  • Missing information detection
  • Confidence scoring
  • Risk detection
  • Recommended next actions
  • Automatic routing
  • Controlled automatic decisions
  • Historical decision context

AI review: Booking NL-44219

ClassificationCommercial invoice
Business rules3 of 3 passed
HS code matchNeeds review
Missing docsPacking list missing
Recommended: Request packing list
Exception review

Operations Workbench

The control layer for your logistics back office.

The Operations Workbench gives operators and team leads one place to organize work, manage priorities, review decisions, resolve exceptions and track everything DocHeart has completed. Routine work and exceptions are visible in the same operational view, never in a separate black box.

workbench.docheart.app

Incoming work

24 items · sorted by priority

Controlled by DocHeart
  • Booking: Aurora Foods · NL-44219

    3 documents · Ready for approval

    Approve
  • Customs declaration draft · MSKU9134

    HS code confidence 82% · Needs review

    Review
  • Missing packing list · Order 88214

    Auto-request sent to supplier · Awaiting

    Waiting
  • Invoice mismatch · Nordic Freight

    PO vs invoice: 2 lines differ

    Exception
Exception queue
Priority management
Dossier timeline
Task assignment
Workload balancing
Audit trail
Status tracking
Customer overview

Organize

Understand

Automate

Control

RULEIf invoice > €10k → require approval
RULEIf packing list missing → auto-request supplier
RULEIf HS code confidence < 90% → route to review

Operational Execution

Complete operations, not isolated steps.

DocHeart executes recurring logistics operations from intake to outcome. It updates systems, validates information, sends communication, requests missing documents, routes approvals and closes routine cases automatically.

  • Order intake
  • Dossier preparation
  • Document validation
  • Invoice matching
  • Missing document follow-up
  • Approval handling
  • System updates
  • Customer communication
  • Status updates
  • Exception routing

Standard operating models, configured to your rules and systems.

Operational Understanding

Understand the complete case.

Documents are only part of the operation. DocHeart connects information across emails, attachments, customer history, business rules and connected systems to understand what the case means and what must happen next.

  • Classification
  • Validation
  • Cross-document matching
  • Confidence scores
  • Context understanding
  • Missing information
  • Field validation
  • Structured output
  • Multi-language
  • Template-free

Invoice

Packing list

B/L

Structured output

ShipperAurora Foods B.V.
HS code0901.21.00
Total value€ 42,180.00
ConsigneeNordic Freight AB

Operational Communication

Communication becomes part of the operation.

DocHeart automatically requests missing information, follows up with customers and suppliers, sends status updates and processes incoming replies in the context of the correct case.

  • Request missing documents
  • Customer reminders
  • Shipment updates
  • Internal notifications
  • Approval requests
  • Follow up emails
  • Automatic replies
  • Response tracking
  • Inbox monitoring

To: supplier@auroraflow.com

Subject: Missing packing list, Order 88214

Auto

Hi team, we're still missing the packing list for order 88214. Could you share it so we can complete the dossier today?

Sent · 09:42
Opened · 09:51
Reply received · 10:14

Operational Memory

An operational memory that improves every case.

Every customer, case, document, rule, decision, exception and outcome becomes part of one connected operational memory. DocHeart uses this context to make future execution faster, more consistent and more accurate.

  • Customer history
  • Operational context
  • Searchable dossiers
  • Historical decisions
  • Structured customer data
  • Reusable information
  • API accessible
  • Audit trail
  • Continuous learning from outcomes

Customers

Dossiers

Documents

Decisions

Rules

Events

Unified operational graph

Everything is linked: a customer knows its dossiers, dossiers know their documents, documents know their decisions.

Continuous Improvement

See, control and improve the complete operation.

Managers see workload, exceptions, SLA performance, automation coverage, processing times and recurring bottlenecks in one place. Operational insights are used to expand coverage and improve future execution.

Execution rate

82%

+6% vs last month

Avg processing

3.4h

-22% vs last month

SLA on-time

96.4%

+1.8% vs last month

Incoming workload: last 12 weeks

Trend
Incoming workload
Processing times
Bottlenecks
Exceptions
Team workload
Customer performance
Operational trends
SLA monitoring
Execution rates
Capacity planning

Integrations & API

Fits into your existing landscape

DocHeart operates between incoming work and the systems you already use. It reads and writes structured information across TMS, WMS, ERP, customs and finance systems while preserving one operational context.

TMS
WMS
ERP
Customs software
Finance systems
DMS
REST APIs
EDI
Webhooks
CSV

Security & Compliance

Enterprise ready by design

Logistics runs on trust. Every operational decision and action in DocHeart is controlled, traceable and auditable.

Role-based permissions

Human in the loop

Complete audit trail

GDPR

ISO 27001 readiness

Secure APIs

Data encryption

Traceability

Version history

Going live

Activate a proven operation.

We do not start from a blank slate. We start with a proven operating model and configure it to your rules, systems and exception policies.

  1. Select an operation

    Choose the recurring logistics operation to bring under control.

  2. Connect inputs and systems

    Connect email, documents, portals and core business systems.

  3. Configure rules and controls

    Set business rules, approval limits and exception policies.

  4. Validate real cases

    Test routine cases, exceptions and edge cases with operators.

  5. Go live

    DocHeart starts handling routine operational work.

  6. Optimize and expand

    Improve coverage and activate additional operations.

Ready to bring your logistics operation under control?

See how DocHeart organizes incoming work in one Operations Workbench, automates routine cases in a controlled way and keeps your team in control of every operation.