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We are a refrigerated freight brokerage looking for an experienced automation developer to integrate Tai TMS with Zapier, Microsoft 365/Outlook, and AI. The goal is to automate our email-based appointment scheduling process while keeping dispatchers in control of routing and logistical decisions. Tai will remain the primary operating interface. **Project Deliverables:** * Integrate Tai TMS with Zapier and Microsoft 365/Outlook * Trigger appointment requests based on dispatcher-entered appointment times in Tai * Automatically send and monitor appointment-request emails * Use AI to interpret receiver responses, appointment times, and confirmation numbers * Automatically handle responses within predefined scheduling tolerances * Route exceptions back to dispatchers for human decisions * Write confirmed appointments and confirmation numbers back to the correct stop in Tai * Support multi-stop appointment workflows * Prevent duplicate requests and maintain basic workflow/error logging * Test, document, and hand off the completed automation **Phase 1 Acceptance Criteria:** Phase 1 will be considered complete when the system can successfully demonstrate an end-to-end appointment workflow on test shipments: * Dispatcher enters a requested appointment time for a specific stop in Tai * Automation correctly identifies the shipment and specific stop * Appointment request is automatically sent through Microsoft 365/Outlook with the correct shipment information * Receiver email response is automatically matched to the correct shipment and stop * AI accurately extracts the appointment date/time and confirmation number when provided * Appointment offers within ±60 minutes of the dispatcher-requested time can be handled automatically * Offers outside the ±60-minute tolerance are routed to the dispatcher for approval rather than automatically accepted * Ambiguous, missing, or unrecognized responses are escalated for human review * Confirmed appointment time and confirmation/reference information are written back to the correct Tai shipment/stop * Multi-stop shipments can progress through the appointment workflow without confusing stops or email threads * Duplicate appointment requests and duplicate processing are prevented * Failed automations are logged and surfaced rather than silently failing * The completed workflow is tested successfully using representative multi-stop refrigerated shipments * All Zapier workflows, integrations, documentation, and configuration are handed over to us with full ownership and administrative access The system should be designed so it can later expand into additional freight automation, including after-hours operations and payment/lumper workflows. Experience with APIs, webhooks, Zapier, Microsoft 365, AI automation, and system integrations is preferred. Transportation/logistics or TMS experience is a plus. **To Apply:** Please provide a brief description of how you would approach the integration, examples of similar API/Zapier/Microsoft 365 automation projects you have completed, your estimated timeline, and a fixed-price quote for Phase 1. Please begin your application with **“TAI AUTOMATION”** so we know you have reviewed the project requirements. We are interested in establishing an ongoing relationship with the right developer for additional automation projects after Phase 1 is successfully completed.
Project ID: 40725351
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80 freelancers are bidding on average $2,092 USD for this job

Hello!, I am a US-based senior software engineer and this is the kind of automation work I handle best. In refrigerated freight brokerage, the biggest pain is usually manual handoffs, scattered data between email, Microsoft 365, spreadsheets, and CRM tools, plus slow follow-up that wastes time and costs loads. I can help you fix that by: 1. Mapping the current workflow end to end 2. Finding the highest-friction steps to automate first 3. Building practical API, Zapier, Microsoft 365, and AI integrations 4. Adding logging and safeguards so the system is reliable My goal would be to reduce manual entry, speed up communication, and make sure your team gets the right info at the right time without extra clicking. I pay close attention to the details, especially in logistics where one missed field can create bigger problems downstream. Relevant examples of work: - Internal ops automation for a regional logistics team - AI-assisted inbox triage and routing tool for a service business - Microsoft 365 workflow automation for approvals and documents - API integration dashboard for a back-office operations team Could you please clarify the following questions to help me better understand the project? 1. Which systems need to be connected first, and what is the current manual workflow? 2. Should the automation focus on email, load intake, customer updates, document handling, or all of the above? 3.
$2,400 USD in 8 days
6.4
6.4

⭐⭐⭐⭐⭐ Automate Appointment Scheduling for Refrigerated Freight Brokerage ❇️ Hi My Friend, I hope you are doing well. I’ve reviewed your project requirements and see you are looking for an experienced automation developer. You have no need to look any further as Zohaib is here to help you! My team has completed over 50 similar projects for automation integration. I will create a seamless connection between Tai TMS, Zapier, and Microsoft 365 to automate your appointment scheduling process while keeping dispatchers in control. ➡️ Why Me? I can easily handle your integration project as I have 5 years of experience in automation development, focusing on API integration, email automation, and AI solutions. I have a strong grip on Microsoft 365, Zapier, and TMS systems, ensuring a smooth workflow for your scheduling needs. ➡️ Let's have a quick chat to discuss your project in detail and let me show you my previous work samples. Looking forward to discussing this with you! ➡️ Skills & Experience: ✅ API Integration ✅ Zapier Automation ✅ Microsoft 365/Outlook ✅ AI Implementation ✅ Workflow Automation ✅ Email Monitoring ✅ Data Extraction ✅ System Integration ✅ Testing & Documentation ✅ Error Logging ✅ Multi-Stop Workflows ✅ Logistics Solutions Waiting for your response! Best Regards, Zohaib
$1,800 USD in 2 days
6.1
6.1

As someone who has spent years working on the intersection of AI development and automation, I can confidently say that I am the right candidate to revolutionize and augment your operations with TAI. With a deep understanding of APIs, webhooks, Zapier, Microsoft365 and AI automation – all the tools we'll need for this project - I have had significant experience in similar projects encompassing various scales and complexity levels. For instance, I recently integrated a SaaS platform with Gemini OpenAI API that involved extensive AI-based automation. Given my thorough knowledge of logistics and transport management systems (TMS), I understand the significance of efficiency and control in your field. In my previous engagements, I have successfully orchestrated complex workflows while still empowering human operatives for critical decision-making, a crucial demand of this project. By choosing me, you open up possibilities beyond just this initial implementation. Our team's agility and dexterity in responding to requirements evolution will ensure a product that can grow with your business needs. As we wade through this transformational journey hand-in-hand, I promise transparent communication and quick response times so that we emerge at the other side with an automated system to be proud of. Let's bring your vision to fruition together – schedule a meeting today!
$1,500 USD in 7 days
4.5
4.5

Hi, The project’s focus on automating internal operations suggests a need to streamline workflows and reduce manual overhead, an area where I have deep experience building scalable automation pipelines and AI orchestration systems. The main technical risk is ensuring reliable integration and orchestration across potentially diverse internal systems and data sources to maintain operational consistency. I typically design automation solutions by separating ingestion, processing, and orchestration layers to isolate failure points and enable independent scaling and testing. This approach also facilitates incremental improvements without disrupting core operations. To ensure production readiness, I emphasize robust monitoring, retries, and fallback mechanisms to handle transient failures and maintain system stability with minimal manual intervention. I can start by outlining the ingestion and orchestration architecture to clarify integration points and workflow triggers. Thanks, Clifton
$1,500 USD in 7 days
4.6
4.6

TAI AUTOMATION Hi I can build Phase 1 around Tai as the system of record, with Zapier coordinating Tai API/webhooks, Microsoft 365/Outlook, and an AI extraction layer. I would model every workflow around shipment + stop IDs rather than email subject alone. When a dispatcher enters the requested time, the automation sends a tracked appointment request, monitors replies, extracts proposed date/time and confirmation number, then applies the ±60-minute rule. Valid responses are processed automatically; conflicts, ambiguity, or missing data go to the dispatcher. Confirmed values are written back to the exact Tai stop. I will include idempotency/duplicate protection, multi-stop thread handling, retries, structured error logs, and an audit trail so failures never disappear silently. AI output will also be schema-validated before any Tai update. I have experience with API-driven automation, webhooks, email/SMS workflows, AI extraction, and operational backend integrations. Estimated Phase 1: 3-4 weeks. Fixed price: $3,500 USD, including testing, documentation, and handover. Best, Justin
$2,000 USD in 15 days
4.2
4.2

TAI AUTOMATION You need Phase 1 to prove a full appointment loop on multi-stop refrigerated shipments, but with enough guardrails that dispatch stays in control when replies are unclear or outside tolerance. I’d build this with a stop-aware workflow design first, then layer in Outlook monitoring, AI extraction for date/time and confirmation numbers, and exception routing so only safe cases are handled automatically. I’ve done integration work across Zapier, Microsoft 365, APIs, and AI-assisted business workflows where accuracy, auditability, and fallback handling mattered more than just “making it run.” In your case, the success of the project will come from good shipment/stop matching, duplicate prevention, and dependable write-back logic into Tai, not from over-automating decisions that should stay human. I can also document the logic clearly so your team keeps full ownership after handoff. - Does Tai provide a sandbox or test environment for shipment and stop updates? - Should the system treat each stop as its own appointment thread when a shipment has multiple stops? - Do you want basic dashboard-style logging only, or also alerting when an automation fails or a reply cannot be parsed?
$2,250 USD in 7 days
4.2
4.2

TAI AUTOMATION Hi there! You need to automate appointment scheduling between Tai TMS, Zapier, Microsoft 365/Outlook, and AI while keeping dispatchers in control of exceptions. The main challenge is matching every email response to the correct shipment and stop without duplicate requests or incorrect confirmations. I have experience with API integrations, Zapier, Microsoft 365, webhooks, AI automation, workflow design, and error handling. I can build structured workflows where AI extracts appointment details while predefined business rules control automatic acceptance and escalation. I will connect Tai with Zapier and Outlook, trigger requests from dispatcher-entered appointment times, and monitor receiver replies. AI will extract appointment dates, times, and confirmation numbers, while the ±60-minute tolerance determines automatic handling or dispatcher approval. I will also implement multi-stop support, duplicate prevention, reliable shipment/stop matching, error logging, testing, and complete documentation. For Phase 1, I estimate around 2 to 3 weeks depending on Tai API access and the available test environment. I can work toward a fixed Phase 1 scope after reviewing the API documentation and workflow details. check our work https://www.freelancer.com/u/ayesha86664 Can you provide the Tai API documentation and test shipment access details? Let me know if you’re interested & we can discuss it. Best Regards Ayesha
$1,500 USD in 4 days
4.3
4.3

**TAI AUTOMATION** I’ve built similar TMS-to-email automation workflows using Zapier and Microsoft 365 APIs, so this is right in my wheelhouse. I’ll integrate Tai TMS with Zapier to trigger email workflows, configure Outlook for automated responses, and implement AI (likely via NLP APIs) to parse and validate appointment data. The system will route confirmed appointments back to Tai, log failures, and handle multi-stop workflows. I’ll validate the entire flow with test shipments before handoff. I can start immediately. Thanks, Andrii.
$2,250 USD in 30 days
3.3
3.3

TAI AUTOMATION Hi, I can build Phase 1 around Tai as the primary operating interface, connecting Tai, Zapier, Microsoft 365/Outlook, and an AI extraction layer. I’d structure the workflow around shipment/stop identifiers and thread correlation, with duplicate protection, ±60-minute tolerance rules, human escalation for exceptions, multi-stop handling, retry/error logging, and controlled write-back of confirmed appointment details to Tai. I’ll validate the complete workflow using representative test shipments and provide clean documentation and administrative handover. Questione 1: Does Tai provide an API/webhook for shipment-stop updates and appointment write-back, or should we use another supported integration method? Questione 2: Do you already have Microsoft 365, Zapier, and Tai API credentials/configurations available for the Phase 1 test environment? Regards, Houssame.
$1,500 USD in 14 days
3.4
3.4

TAI AUTOMATION ✅✅ Dispatcher enters a time in Tai, email and AI run the loop, exceptions come back to a human ✅✅ ⏱️ Duration >> 2 weeks || Cost >> 2150 USD It rests on how far you trust the AI reading a warehouse reply, messy text where a 2 o'clock could be am or pm. Since an offer inside your 60 minute window is auto accepted, a confident misread books the wrong slot. So the AI extracts only what is in the email, returns each field with a confidence and source line, and anything ambiguous is escalated. Matching a reply to the right stop is the multi stop trap. Warehouses reply on the thread, forward or answer from another address, so matching on sender or subject cross wires stop two onto three. I put a unique token per stop in the outbound email and match the reply on it, and every request and write back is keyed and processed once, so a Zapier retry never doubles it. I wire the Tai trigger and Outlook send with the token first, then AI extraction and the confidence gate, then matching, dedup and write back to the right stop, tested on real multi stop shipments. Pure Zapier cannot hold that matching state, so a small store sits behind it, in your accounts and handed over with full admin. Tai is new to me, the API, M365 and AI parse pattern is not. Around for phase two. ⚡ Does your Tai plan give API access to read stop times and write confirmations back? The whole loop depends on it. Best regards, Pier
$2,150 USD in 14 days
3.6
3.6

As an experienced full-stack developer, our multidisciplinary engineering team at MHTechFusion can offer comprehensive automation solutions tailored to your refrigerated freight brokerage needs. Our core capabilities in full-stack development, backend architecture, REST API, and GraphQL API, cloud integration and deployment(familiar with AWS, Firebase, GCP), plus expertise in transportation/logistics are perfectly aligned with this project's demands. We approach integration by creating efficient workflows designed to maximize productivity while minimizing disruptions. For example, we recently delivered a project to automate company-wide email communications using Zapier and Microsoft 365 that saw great success. Our timeframe for Phase 1 delivery is within 8 weeks and our estimated fixed-price quote aligns with the complexity of the deliverables you seek. What sets us apart is our proficiency in bringing together complex systems through APIs and webhooks, leveraging AI capabilities (LLMs and RAG Pipelines) where necessary for intelligent decision making - a quality that manifested itself beautifully in our AI-powered IoT platforms. In addition to meeting immediate project needs, we commit ourselves to establish an ongoing relationship as your trusted automation partner. Choose us, choose efficiency, accuracy & reliability. Let’s bring sleek automation to Tai!
$2,700 USD in 45 days
3.4
3.4

TAI AUTOMATION I can integrate Tai TMS with Zapier Microsoft 365 Outlook and AI to automate the complete appointment workflow I have experience with APIs webhooks AI email automation shipment matching multi stop workflows duplicate prevention and error handling I can implement tolerance checks dispatcher approval exceptions and automatic updates back to the correct Tai stop
$2,250 USD in 7 days
3.4
3.4

TAI AUTOMATION Hello!⚡ Thank you for the precise spec — automating email appointment scheduling while dispatchers keep control of routing is exactly what I build. I recently built an email-to-system automation where an LLM parsed free-text replies and wrote structured results back to the operating tool, humans handling exceptions. How I will build Phase 1: 1. Confirm Tai's integration surface first (API/webhooks vs email), then trigger requests off dispatcher-entered times. 2. Send requests via Microsoft 365/Outlook (Graph), each tagged with a hidden shipment+stop reference so replies match back deterministically. 3. An LLM extracts the appointment date/time and confirmation number from the reply, with a confidence check. 4. Auto-handle offers within ±60 min; anything outside, ambiguous, or missing escalates to the dispatcher. 5. Write the confirmed time and confirmation number back to the right Tai stop; per-stop threading so multi-stop shipments never cross. 6. Idempotency keys block duplicates, errors logged and surfaced not silent, tested on multi-stop reefer loads, docs and full admin handover. Thanks. Hassan
$1,800 USD in 10 days
2.6
2.6

TAI AUTOMATION I would approach Phase 1 by first mapping Tai TMS shipment and stop identifiers, dispatcher-entered appointment fields, and available API/webhook capabilities. I would then design an idempotent Zapier workflow connecting Tai, Microsoft 365/Outlook, and an AI extraction layer. The workflow would create appointment requests with traceable shipment/stop context, monitor threaded replies, extract appointment times and confirmation numbers, and apply the defined ±60-minute tolerance. Clear or acceptable responses would update the correct Tai stop, while ambiguous, missing, out-of-tolerance, or failed cases would be routed to dispatchers for review. Multi-stop handling, duplicate prevention, retry behavior, and workflow logging would be included from the start. I would validate the solution using representative refrigerated multi-stop shipments, document the integrations and exception paths, and provide complete administrative ownership and handoff materials. The architecture would also leave room for after-hours operations and future payment/lumper automations. I can provide relevant API, Zapier, Microsoft 365, and AI workflow examples, then finalize the Phase 1 fixed-price scope and timeline after confirming Tai’s integration options and authentication requirements. I look forward to building a dependable workflow that keeps dispatchers in control while reducing manual appointment coordination. Best regards
$1,500 USD in 5 days
2.6
2.6

TAI AUTOMATION Hi, I looked at your requirements and understand the key challenge is building a dependable appointment workflow that can automate routine receiver responses without taking routing decisions away from dispatchers. I’d connect Tai, Zapier and Microsoft 365 around shipment/stop IDs, then use AI for structured extraction with strict ±60-minute rules, duplicate protection, exception routing and logging. Multi-stop/thread matching and safe write-back to Tai would be validated with representative test shipments before handoff. Quick questions: Q1. Does Tai provide webhooks/API events when a dispatcher adds or changes an appointment time? Q2. Can Tai identify each stop with a stable ID that can be passed through the email and automation workflow? These clarify the integration trigger and reliable shipment/stop matching. I’ll own the Phase 1 workflow from integration and testing through documentation, admin handoff and production readiness. Fernando Carlos
$1,750 USD in 14 days
2.0
2.0

TAI AUTOMATION Hi, Your dispatchers waste time on back-and-forth emails instead of managing routes and logistics. You need appointment confirmations flowing automatically from Tai through email and back into Tai—but only when safe. Anything outside your tolerance or unclear gets flagged for human review. I'd build a Zapier workflow triggered when a dispatcher sets an appointment time in Tai. The workflow pulls shipment and stop details via Tai's API, composes the appointment request in Outlook, then monitors replies. An AI layer (Claude or GPT) parses responses, extracts appointment times and confirmation numbers, and compares them against your ±60-minute window. Matches within tolerance write back to Tai automatically; everything else routes to a dispatcher queue with the original email thread for context. The trickiest part is preventing duplicate sends on multi-stop shipments and handling email threading correctly. I'd store request state in Zapier's built-in storage and match replies by shipment ID plus stop sequence, not just sender address. We'd test with representative multi-stop refrigerated loads on staging before touching production. This keeps Tai as your primary system, removes manual email shuffling, and builds a foundation for lumper payments and after-hours workflows later. I can start immediately. Phase 1 is 4–5 weeks at a fixed price of $6,500. Thanks, Felix.
$1,500 USD in 15 days
0.0
0.0

Hi there! TAI AUTOMATION – I understand your primary goal is to streamline and automate your refrigerated freight appointment process while ensuring dispatchers retain full control over routing and exceptions. My experience spans logistics tech, API integration, Zapier automation, and AI-driven email parsing, making me well-placed to deliver a robust, scalable solution. For this project, I would design a seamless integration between Tai TMS, Microsoft 365/Outlook, and Zapier to automate appointment requests and responses. Leveraging AI, I’ll ensure accurate interpretation of receiver emails and extract critical details like appointment times and confirmation numbers. Automated handling within tolerance limits, exception routing, multi-stop support, and comprehensive logging will all be built in, with a strong focus on reliability, clarity, and future expansion. I have delivered similar automations for logistics firms, including multi-system workflows and AI-powered email processing. Could you share if Tai TMS offers webhook support for real-time triggers? Also, what volume of appointment emails do you typically handle weekly, so I can tailor error handling and scaling accordingly? Best Regards, George
$1,500 USD in 20 days
0.0
0.0

“TAI AUTOMATION”, full steam ahead! I'm Arun, co-founder of TechWagger, and we're certainly no strangers when it comes to automating intricate workflows and integrating complex systems. An expert in AI development and automation, our team has successfully merged APIs and harnessed webhooks for numerous projects — similar to the one you have outlined. Having dealt with deep integrations in Microsoft 365/Outlook with Zapier before, I'm confident in my abilities to optimize your email-based scheduling process in Tai TMS. Duplicity prevention, role-based routing, accurate data extraction using AI; all these are equal parts of a puzzle I specialize in solving. Our meticulous approach will ensure every aspect of the system aligns with your needs while maintaining control within your dispatchers' hands. The end goal is to create an utterly synchronized workflow where there's never any loss of vital information. We’re thrilled about the prospect of building this robust operation system for your freight brokerage, one that can later be scaled up to include more automated tasks like after-hours operations and payment/lumber workflows with no hitch. A value-added extra is our experience in transportation/logistics which gives us a unique perspective to understand the industry better."
$3,000 USD in 30 days
0.0
0.0

Hi, TAI AUTOMATION , I read your description about automating refrigerated-freight appointment scheduling between Tai TMS, Zapier, Microsoft 365/Outlook, and AI. I understand you need a Phase 1 workflow that identifies the correct shipment and stop, interprets receiver replies, respects the ±60-minute rule, and keeps dispatchers involved when judgment is needed. I’ve worked on API-driven automations involving webhooks, email processing, structured AI extraction, deduplication, and exception routing, so this is a strong fit. My approach will be to first map Tai’s shipment and stop data plus the Outlook/Zapier event flow, followed by building the appointment state machine, AI response parser, tolerance checks, multi-stop safeguards, and Tai write-back. I’ll then run representative refrigerated multi-stop test shipments, add logging and failure alerts, document the setup, and hand over full administrative access. I can complete Phase 1 in about three weeks for a fixed price of $3,000, with the design kept ready for after-hours and lumper workflows later. Would you be open to a brief chat about Tai’s available API or webhook capabilities? Regards, Ravisher Portfolio available upon request
$3,000 USD in 21 days
0.0
0.0

I understand the key requirement is keeping Tai as the source of truth while automating the email appointment workflow around it. I’d connect Tai, Zapier and Microsoft 365, map every request to the correct shipment and stop, then use AI to extract appointment details and confirmation numbers from receiver replies. The ±60 minute rule, ambiguous-response escalation, multi-stop handling and duplicate protection would be enforced in the workflow logic, with failures logged for dispatcher review. I’d test the complete flow with representative multi-stop shipments before handover. Looking forward to work with you. Thanks
$1,700 USD in 13 days
0.0
0.0

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