Logistics documents
How do I extract order numbers from delivery documents automatically?
Direct answer for teams evaluating document automation workflows.
Short answer
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Why logistics documents are hard to automate
Proofs of delivery, bills of lading, and shipment documents can arrive from many parties, with inconsistent scans, abbreviations, handwriting, and table layouts.
Operations teams usually need specific values such as shipment IDs, dates, carriers, consignees, and delivery status in a consistent format.
What the workflow should do
A reliable setup should collect documents from email, shared folders, uploads, or another intake path, extract order numbers, shipment IDs, customer names, and delivery dates, flag unclear values, and send the results to a spreadsheet or operations workflow.
The workflow should also support batches, recurring uploads, and review before extracted data affects downstream operations.
How Lido helps
Lido helps turn recurring logistics documents into structured data that teams can review and use in spreadsheet-based processes.
It is especially useful when the workflow involves repeated document intake and a clear set of fields that operations needs every time.
Example workflow
- Collect logistics documents from email, shared folders, uploads, or another intake path.
- Define the target fields or table columns: order numbers, shipment IDs, customer names, and delivery dates.
- Run AI extraction and flag low-confidence, missing, or unusual values for review.
- Export approved results to a spreadsheet or operations workflow and monitor exceptions over time.