Use casesWhy ColexBlog

Give your teamsextra hands

Describe your process. Colex turns it into rules, runs it, and writes down every decision.

Why are we building this? →

New request

Every new shipping inquiry needs three carrier quotes, the cheapest flagged, and an RFQ sent to the client

Processed

At least 3 carrier quotes collected

Lowest rate identified and flagged

RFQ sent to client with summary

SCROLL

Running ops is difficult. Automating, doubly so.

01 / 04

People end up doing it their own way.

You wrote the process. Getting the team (or the agents) to follow it is the hard part.

Automating is expensive. Change is a headache.

You put the process in a tool. The work changes, and you pay the engineering bill again to make the tool match.

You can’t see what actually happened.

When something goes wrong, you have the outcome but not the run. To find out, you ask whoever touched it what they remember.

You are your team’s memory.

Docs hold the process, logs hold the data. The reasoning is in your head.

You decide the rules. Colex gets it done.

Handle new freight quotes end to end — collect rates, pick the best, and send the client an RFQ

Quotes Collected

2 rules

Carrier quotes

count ≥

3

Insurance

has data

Best Rate Flagged

1 rule

Lowest rate

is marked

best

RFQ Sent

2 rules

Client email

sent via

send_rfq

Summary

has data

Describe your process...

Create

Describe the process. Colex writes the rules.

Colex turns your process into simple computer rules. Things like “at least three quotes collected,” “invoice matches the order,” “customs approved.”

Generated interface

1 view

Quotes Collected

Carrier name

MSC

Rate (USD)

$2,840

Generating views from rules...

View

Colex builds the screens your team works in.

Forms to fill in, tables to review, buttons to approve, built from the same rules. Your team edits any value directly, and the screens change when the rules do.

Quotes Collected

RUNNING

≥ 4 carrier quotes · 3/4

Carrier

Rate

Transit

MSC

BEST

$2,840

18d

Hapag-Lloyd

$2,920

16d

ONE

$3,100

20d

+ Add quote

Run

Colex does the work, your team verifies.

Colex uses agents and integrations to get the data ready for your team to review or edit, and waits for approval when needed.

The part automation never gave you.

Works with the tools you already use.

Email, Slack, ERPs, spreadsheets. Colex reads from and writes to whatever your process already touches.

Connections

1 active

S

Slack

Connected

Change a rule, the workflow catches up.

Edit any rule and the running workflow updates in seconds. No rebuild, no retraining.

Rule updated

Min quotes ≥ 2

Take back a decision.

You approved something on Monday. On Thursday you realise it shouldn’t have been. Undo it, and everything that followed goes back into review.

Shipment Cleared

0/3

Customs Filed

Booking Confirmed

BoL Issued

Every rule and every action, written down.

Every rule change, every decision, every run, kept in one place your team can open and read. Not buried inside a workflow nobody can get into.

This check passes when

2 rules

Quote received

has data

Amount

2

Your business changes. Your software should too.

Rules shift, teams grow, priorities move. Colex changes with all of it, without a rebuild.

With automation

With Colex

Your company's standards, written down

×

Company standards are scattered across scripts, docs, and people's heads.

Company standards live in one place, in your words, and every decision is measured against them.

A record of every past judgement

×

Run logs show green or red, but never the reasoning behind a decision.

Every decision records what was decided, on what evidence, and by whom.

Standards that get sharper with use

×

The script follows the same rules it had on day one, even when they fall short.

Every exception reveals what the standard was missing and makes it sharper.

An answer for the auditor

×

When an auditor asks why, the answer is: "That's how it's always run."

Every audit question has an answer: the rule, the evidence, and the person who signed it off.

A process anyone can pick up

×

The process lives in a half-written document and whoever still remembers it.

Anyone can pick up the process by reading the rules that define it.

Books that stay honest after the fact

×

Monday's run went green, with no way to revisit it when new evidence arrives.

Thursday's customs rejection reopens Monday's completed work and keeps the books honest.

Automation

×

Company standards are scattered across scripts, docs, and people's heads.

×

Run logs show green or red, but never the reasoning behind a decision.

×

The script follows the same rules it had on day one, even when they fall short.

×

When an auditor asks why, the answer is: "That's how it's always run."

×

The process lives in a half-written document and whoever still remembers it.

×

Monday's run went green, with no way to revisit it when new evidence arrives.

Colex

Company standards live in one place, in your words, and every decision is measured against them.

Every decision records what was decided, on what evidence, and by whom.

Every exception reveals what the standard was missing and makes it sharper.

Every audit question has an answer: the rule, the evidence, and the person who signed it off.

Anyone can pick up the process by reading the rules that define it.

Thursday's customs rejection reopens Monday's completed work and keeps the books honest.

Built for ops teams who want to be AI-first, not eventually.

Book carriers, chase quotes and catch surprise charges before they ever reach your invoice queue.

Book me a shipment with three valid quotes from different carriers

0/2

1 needs you →

Lane Defined

Lane Defined· In progress

Quotes Collected

Waiting for previous goal

0/2 goals

Running

Flag any accessorial charge we didn’t authorize before we pay it

0/2

Invoice Parsed

Charges Extracted· In progress

Charge

Amount

Auth?

Exceptions Flagged

Waiting for previous goal

0/2 goals

Running

Only pay this invoice if it matches the PO and we received the goods
Raise a PO but make sure the budget has room and the vendor is approved
Onboard this vendor — check their registration and confirm bank details on a second channel
A vendor wants to change bank details — make sure the right people confirm it
Don’t let the new hire start until contract, right to work, laptop and accounts are all ready
Someone’s leaving — revoke access everywhere and reconcile their final pay
Get month-end close ready — accrue uninvoiced shipments, match bank lines, flag variances
Reconcile this vendor statement against our ledger and surface anything unexplained

Book carriers, chase quotes and catch surprise charges before they ever reach your invoice queue.

Book me a shipment with three valid quotes from different carriers
Flag any accessorial charge we didn’t authorize before we pay it

0/2

1 needs you →

Lane Defined

Lane Defined· In progress

Quotes Collected

Waiting for previous goal

0/2 goals

Running

Bring us the process that keeps breaking.

We're pre-launch, working with a handful of AI first teams who see this problem now. Show us the one that breaks most and we'll build it for you.