AI Toolbar
Works with your existing systems.
No APIs needed.
Live in days, not months.
Quote request - 2 pallets, Felixstowe to Rotterdam
Sarah Kohl, Acme Distribution <s.kohl@acme.com> · 9:14 AM
Hi - can you
quote
a shipment for us?
2 standard pallets, approx 820 kg total, 1.2m x 1.0m each. Collection from Felixstowe (CB23 area), delivery to Rotterdam port. Ready Thursday, needs to land before the weekend. Ref PO-55821. Packing list attached.
packing_list_PO-55821.pdf
84 KB
The Problem
Lisa Chen
Northpoint Couriers · lisa@northpointcouriers.com
Chasing an ETA on a delivery that missed its morning slot.
Priya Anand
Tideline Freight · marcus@tidelinefreight.com
Assign a driver to Tuesday’s Rotterdam run.
Marcus Webb
The Carfax Hotel · priya@thecarfaxhotel.com
Move a group booking from 12 to 18 guests.
The Solution
Transfer information from any request
into your systems — in one click
With one click, your team can trigger the Toolbar to extract information from emails, web pages, or documents and enter it directly into your existing systems — following the exact steps they use today.
1
Lisa Chen
Northpoint Couriers
Chasing an ETA on a delivery that missed its morning slot.
Priya Anand
Tideline Freight
Assign a driver to Tuesday’s Rotterdam run.
Marcus Webb
The Carfax Hotel
Move a group booking from 12 to 18 guests.
2
Lisa Chen
Northpoint Couriers
Chasing an ETA on a delivery that missed its morning slot.
Priya Anand
Tideline Freight
Assign a driver to Tuesday’s Rotterdam run.
Marcus Webb
The Carfax Hotel
Move a group booking from 12 to 18 guests.
3
Lisa Chen
Northpoint Couriers
Chasing an ETA on a delivery that missed its morning slot.
Check ETA
ETA checked
Delivery missed morning slot
a
Saved to TMS
ref PO-55821
Tracking updated
shipment linked to customer
ETA update drafted
3 systems updated in 0.8s, no manual entry
Send
4
ETA update
Customer: Northpoint Couriers (Lisa Chen)
Service: FCL ocean freight
Request: Chasing an ETA on a delivery that missed its morning slot
Equipment: 1 x 20ft standard container
Ready: Thursday 5 June, est. transit 30 to 34 days
Ocean freight: $1,850
Origin handling (THC): $210
Documentation: $65
Edit
Confirm
How It Works
See it in action
Watch how the Toolbar moves data from an incoming email quote request into a quoting system in seconds.
Automation
Turn your team’s repetitive work into one-click actions.
We train the Expertly AI Toolbar on how your team performs key tasks, turning them into simple one-click buttons so instead of spending minutes on each task, your team clicks once — and the work is done.
Examples of one-click actions:
Create complete quotes directly from inbound requests.
Enter order details into your systems without manual input.
Process bookings quickly and consistently.
Identify delayed shipments or orders across your systems.
Draft customer communications with the right context.
Surface relevant offers instantly during customer interactions.
If your team is performing a task in your systems manually, it can be turned into a one-click action.
Actions appear in the Toolbar when they’re relevant — so your team doesn’t have to search for what to do next.
The Difference
Without
AI Toolbar
Manual Email Review
Staff read every email and attachment for details
Tedious Data Re-entry
Data retyped into quoting, booking, and internal systems
Hours Lost to Repetitive Work
Teams focused on robotic tasks vs adding value
Headcount-Dependent
Scaling means hiring and training more staff
Higher Risk of Errors
Manual entry increases the risk of mistakes
With
AI Toolbar
Instant Information Extraction
Key details pulled from emails and attachments in one click
Automatic System Entry
Information instantly entered into the right systems
Value-Add Hours Reclaimed
Teams focus on adding value vs repetitive tasks
Scalable Without Extra Headcount
Business grows without growing the team
Accurate, Reliable Data Capture
Information recorded consistently, reducing errors
Teams save hours every day and scale without hiring.
Works with your existing systems.
No APIs needed.
Live in days, not months.
Built for High-Volume Teams
And any team processing large volumes of transactional work inside of systems.