Every Freight Enquiry Tracked Across Emails. For the First Time Ever.
Enquiries, documents, and status updates flow through dozens of inboxes. TaskHarmony classifies every email, routes it to the right person, and tracks it to resolution, so nothing falls through the cracks.
From the team behind systems at Google Pay & Uber.
Guaranteed more deals from your existing enquiries
For freight forwarders where ops and sales live in Outlook and CargoWise.
The Hidden Cost of Coordinating Everything Over Email
Most enquiries arrive incomplete
Up to 70% of air export enquiries arrive missing weight, dimensions, or HS codes. Your team chases the gaps manually before they can even start quoting.
Too many people just tracking what's stuck
In a 400-person operation, your ops team has two screens open all day - email and CargoWise. 60-70% of their time matching threads to milestones, chasing documents, finding blockers. That coordination should be automatic.
Cases missed or handled twice
Multiple people checking the same shared inboxes. No clear ownership. 30-80 shipments per person, all coordinated over email. Cases slip through or get duplicate work.
Shift handoffs are manual
When someone leaves for the day, they send an email requesting what they need by morning. Knowledge about open items lives in email threads and people's heads - not in a system anyone can search. Every handoff is a risk.
Sound familiar? Here's how freight forwarders are solving it today, or Talk to a Founder if you already know you need this.
How Freight Forwarders Use TaskHarmony
Mid-size forwarder. 400+ employees, 60 inboxes, 100+ enquiries daily.
The Problem
They hired an 8-person tech team and spent a year building a CRM. Nobody made entries - updating the system was extra work on top of their actual jobs. The CRM stayed empty. Meanwhile, enquiries got lost in shared inboxes and competitors won deals.
What TaskHarmony Does
TaskHarmony now monitors all 60 inboxes, classifies enquiries, routes them to the right pricing executive, and tracks response times - without anyone having to update a system manually.
What Changes
- Every enquiry now gets a response
- Replaced failed internal CRM - team adopted it because it works inside email
- Complete visibility into team workload and conversion funnel
Large forwarder. 8 shared nomination inboxes, 6 CS executives, 800+ cases/month.
The Problem
Multiple CS executives checking the same inboxes across US and EU sectors. No clear ownership. Cases tracked in a shared spreadsheet. 1000+ emails daily, cases missed or handled twice.
What TaskHarmony Does
TaskHarmony assigns nominations and CS cases to a specific owner based on sector and customer, tracks Release Order (RO) status through each milestone, and coordinates across CS, SI, and invoice teams.
What Changes
- Every case has a clear owner - no duplicate handling
- Full audit trail for every customer interaction
- Document follow-ups coordinated across 3 teams
- Dashboard tracking per Release Order with TAT and SLA monitoring
See how this works for your operation.
Talk to a FounderFreight Forwarding Workflows We Automate
Every Shipment Tracked - From Booking to Delivery
Ops teams handle 30-80 shipments per person. 60-70% of their day is spent in email, matching threads to shipment milestones manually.
What Gets Automated
- Import/Export coordination
- Carrier & agent follow-ups
- Milestone tracking across threads
- CargoWise milestone tracking alongside email
Your ROI
Your ops team focuses on exceptions and relationships. Routine tracking happens automatically. Follow-ups are drafted and queued for your team to review and send.
Every Quote Request - Captured, Routed, Tracked
Up to 70% of air export enquiries arrive incomplete. Your team chases missing info before they can quote. Faster turnaround means fewer lost opportunities on new business.
- Auto-classify enquiry type (FCL/LCL/Air/Breakbulk)
- Flag incomplete enquiries and draft requests for missing info
- Route to right pricing exec by trade lane
- Track quote status and response SLAs
Respond in hours instead of days. Never lose a deal to a missed email.
Every Shipment Tracked - From Booking to Delivery
Ops teams handle 30-80 shipments per person. 60-70% of their day is spent in email, matching threads to shipment milestones manually.
- Import/Export coordination
- Carrier & agent follow-ups
- Milestone tracking across threads
- CargoWise milestone tracking alongside email
Your ops team focuses on exceptions and relationships. Routine tracking happens automatically. Follow-ups are drafted and queued for your team to review and send.
Every Nomination and CS Case - Owned and Handled
800+ cases per month across shared inboxes. 6 CS executives, 1000+ emails daily. No clear ownership. Cases missed or handled twice.
- Auto-assign by sector and customer
- Track Release Order status through each milestone
- SLA monitoring with dashboard per case (owner, stage, TAT)
- Document follow-ups across CS, SI, and invoice teams
Clear ownership of every case. No more duplicate handling or dropped nominations.
Delays, Rollovers, and Disputes - Surfaced Immediately
Exceptions surface in email threads - rollovers, detention charges, customs holds. By the time your team spots them, the customer has already called. The problem isn't response time, it's discovery time.
- Auto-detect exception patterns in emails
- Route to responsible team with full context
- Track resolution status and TAT
- Shift handoff summaries - open items per shipment at shift change
Catch problems before customers complain. Resolve exceptions with full context. No more manual handoff emails at end of day.
Up and Running in Days, Not Months
Connect Your Inboxes
Link your Sales, Pricing, CS, Ops, and Documentation inboxes. Gmail, Outlook, any provider. Takes minutes, not weeks. Minimal IT setup - just an admin consent for email access.
We Learn How You Work
We configure your trade lanes, customer assignments, team structure, and routing rules. Your pricing logic, carrier preferences, and SLAs - all captured.
Nothing Falls Through the Cracks
Enquiries classified and routed. Document follow-ups drafted and queued. CargoWise milestones tracked alongside email. Your team focuses on moving freight, not managing inboxes.
Your team keeps working exactly the way they do today. TaskHarmony learns your workflows, you don't learn ours.
Read-only email access. Your data stays encrypted. Follow-ups are drafted for your team to review and send themselves.
See how TaskHarmony works on your freight emails
15-minute walkthrough. No commitment.
What Your Freight Forwarding Team Gets From Day One
Every email classified, assigned to the right person, and matched to
shipments automatically. From enquiry to delivery.
Monitor Every Inbox
Connect all 60, 80, or 100+ inboxes across Sales, Pricing, CS, Ops, and Documentation. Every email captured in one place.
Route to the Right Person
Enquiries auto-assigned based on customer relationships, trade lanes, commodity type, and team capacity. No more emails sitting in the wrong inbox.
CargoWise & TMS Visibility
Emails matched to shipment milestones automatically. CargoWise milestones tracked alongside email, so your team sees both in one place. Two screens, one connected workflow.
Auto-Follow Up on Documents
BL drafts, customs clearance, commercial invoices - the system flags what's overdue, drafts follow-ups, and queues them for your team to review and send themselves. Your team handles exceptions only.
Your Best People's Knowledge, Captured
Learns your customer relationships, team assignments, trade lane routing, and how your team handles exceptions. When people leave, the knowledge stays. New hires productive in days, not months.
Enterprise-Grade Security, Built for Freight
Your Key, Your Control
Every customer gets their own encryption key via Azure Key Vault. You control access. Revoke anytime and your data becomes unreadable, even to us.
Your Data Stays Yours
Rate sheets, customer communications, carrier contracts - encrypted with your key, stored in your region. Never shared, never used to train AI models.
Compliance-Ready
SOC 2 Type II in progress. Full audit logs for every action - who accessed what, when, why. Meets the compliance standards your enterprise shippers require.
Role-Based Access
Sales sees enquiries. Pricing sees quotes. CS sees cases. Ops sees milestones. Managers see dashboards. Everyone sees exactly what they need.
Integrates securely with
Microsoft 365
AzureFrequently Asked Questions About Freight Email Automation
Still have questions?
Talk to a Founder →The Team Behind TaskHarmony
Task Harmony is based in San Francisco and built by a team that has collectively built and scaled world-class technical products at Google and Uber. We bring together deep expertise in global trade and understand operational challenges faced by every Freight Forwarder. With shrinking margins in the freight industry, Task Harmony enables forwarders with technical solutions to do more with less.
Divyam Goel
IIT Bombay, Computer Science
Deeply understands how Freight Operations work. Previously built systems handling millions of transactions at Google Pay and Uber. Leads all of TaskHarmony's engineering.
LinkedIn
Vaibhav Sawlani
BITS Pilani
Spends his days with freight forwarding executives, understanding what keeps them up at night. Previously founding member at GoKwik. Leads all of TaskHarmony's business.
LinkedInReady to Take Control of Your Freight Operations?
15-minute call with a founder. We'll show you how TaskHarmony works on your specific email workflows.
We reply within 4 hours during business hours.
We limit onboarding to ensure dedicated setup support for each customer.