7 workflow automations purpose-built on top of Tai Software — no data leaves your system, no parallel tool for your team to learn.
AI matches loads to carriers in McLeod LoadMaster from preferred-carrier history, reaches out via SMS/email, negotiates rate, and books — load coverage time drops from hours to minutes. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
AI runs the onboarding workflow in McLeod LoadMaster, validates authority + insurance + safety scores, generates the agreement package, and tracks completion — new carriers operational same-day. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each settlement against the rate con in McLeod LoadMaster, validates accessorials, drafts disputes for carrier issues, and runs the customer invoice — settlement throughput climbs without adding back office. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
AI ingests referral via secure portal, requests missing records from primary, triages urgency, and books the appointment in McLeod LoadMaster — referral-to-visit time drops, primary vets refer more. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
AI generates the itemized estimate from McLeod LoadMaster treatment plan, drafts an owner-facing explanation, captures consent, and triggers care — owners get clarity, vets get to treat. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
AI generates discharge instructions from McLeod LoadMaster chart, sends to owner with medication reminders, schedules rechecks, and follows up on outcome — recheck compliance climbs and outcomes improve. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
AI monitors shipments via McLeod LoadMaster ELD/GPS data, sends proactive customer updates at milestones, and escalates exceptions — status calls drop 80%. Purpose-built for teams running Tai Software — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Tai Software for any repetitive process. Tell us what you'd automate.
