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Action NEEDED
Approve this email before it’s sent
To
johnsmith@apexmanufacturing.com
Subject
PO5988743 — FCL booking request
Hi John,
We've received your FCL booking request for PO5988743 (Kaohsiung to LGB, Aerospace Parts).
We're progressing the CMA CGM booking and will send you the confirmation once available.
Approve & send
Playbook task
Acknowledge customer request for FCL export service — acknowledge receipt to LGB within 2 business hours of the booking request.
Concrete actions, not vague alerts
Tally flags the exact issue, a rate to correct, an accessorial to add, with the fix attached.
The agent has a question about this shipment
P05374560
Apex Manufacturing
Should I proceed to place the booking with CMA CGM now using the confirmed details:
1 × 40HC: Long Beach (USLGB) → Kaohsiung (TWKHH)
Commodity: Marine Parts
Freight: Collect
Doc: Sea Waybill (MBL)
ETD: On/after 1 Jul 2026
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Turn a fix into a playbook
When a resolution proves out, capture it once and agents run it the same way every time.
AFTER RULE
Corrected BOL required before customs filing can proceed
BEFORE RULE
7 shipments stuck
BOL stalls, customs filing can’t begin
Document Correction
Playbook
A BILL OF LADING IS ISSUED:
Gate customs filing
Verify weight & notify party
Chase the carrier
Escalate to Ops Manager
Automate with oversight
Decide what runs on its own and what waits for sign-off, with every run versioned and logged.
Shipment Creation Playbook
4 of 5 play active
Review new booking request
Confirm rate
Create shipment in TMS
Confirm capacity from carrier
Collect shipment details
