A mid-sized freight forwarding provider handling exports for multiple customers was drowning in manual processes for each shipment. They needed a faster, error-free way to process 25 different document types.
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Challenges
Labor-Intensive Document Workflow: Manual categorization, extraction, verification, and reconciliation.
System & Communication Gaps: No direct integrations between email, storage, database, and Cargowise led to data silos.
Operational Constraints: Limited daily capacity directly correlated with available human labor.
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Solution: GoodGist Agentic AI Process Automation
Automated Document Reception & Storage: AI Agents retrieve and store incoming documents seamlessly.
Intelligent Categorization & Extraction: Multi-Agent AI categorizes each document type, extracts data, and updates the database.
Verification with Human-in-the-Loop: Automated checks flag exceptions, prompting human review only when needed.
Integration with Cargowise: Eliminates manual data entry, ensuring consistent updates across all systems.
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Results
3x Processing Capacity without increasing headcount
Significant Error Reduction and minimized shipment delays
Enhanced Scalability and sustained operational growth
Financial Services: Timely Advice for Wealth Management Clients
Overview
A financial advisory team wanted to respond quickly to economic and personal life events, but manual reviews of CRM notes slowed the process.
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Challenges
Labor-intensive client-by-client reviews to determine advice needs
High risk of missing timely communication
Compliance requirements for personalized financial guidance
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Solution: GoodGist Agentic AI Process Automation
Agents ingest macro/microeconomic events and CRM data, identifying relevant clients who need updates. The system drafts compliant advice text, ready for advisor review.
An insurance reseller had to parse bulk renewal lists, match them to internal CRM records, and notify clients, often missing deadlines and risking compliance penalties.
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Challenges
Manual data extraction and matching
High error rates and missed communication
Compliance-sensitive data handling
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Solution: GoodGist Agentic AI Process Automation
Automates email parsing, CRM matching, and generates renewal notifications, only prompting humans for final approval.
CPG Retailers: Digitizing Their Product Catalogs and Pricing Parity
Overview
A marketing agency working with a network of CPG retailers faced the challenge of digitizing physical store inventories and maintaining pricing parity across competitive online platforms. They needed a scalable solution to build item catalogs from shelf photos and dynamically track and update prices in real-time.
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Challenges
Manual Cataloging: Creating digital catalogs from physical store shelves was time-intensive, error-prone, and resource-heavy.
Dynamic Price Tracking: Monitoring frequent competitor price changes and maintaining pricing parity was challenging and inefficient.
Human Errors: Manual processes led to inconsistencies in data and delayed updates, impacting retailer competitiveness.
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Solution: GoodGist Agentic AI Process Automation
Automated Product Cataloging: AI Agents processed shelf images, extracting product details like descriptions, prices, and specifications to generate digital catalogs automatically.
Real-Time Price Monitoring: AI Agents continuously tracked competitor prices and dynamically updated retailer prices in real time to ensure market competitiveness.
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Results
Accelerated Catalog Creation: Reduced time to digitize shelves by over 80%, enabling rapid catalog creation within hours.